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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1026	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$126M	-$2.41M	11	13.27%	Reduced
1027	Fuller & Thaler Asset Management San Mateo, California	$125M	+$23.4M	9	0.71%	Increased
1028	Sonora Investment Management Group Tucson, Arizona	$125M	+$823K	6	10.51%	Increased
1029	Formuepleje A/S Aarhus C, Denmark	$125M	-$28.2M	2	10.95%	Reduced
1030	GLCM Greenlea Lane Capital Management Weston, Connecticut	$125M	-$11.4M	3	45.71%	Reduced
1031	WestEnd Advisors Charlotte, North Carolina	$125M	+$115M	3	3.69%	New
1032	Philadelphia Trust Company Philadelphia, Pennsylvania	$125M	-$2.77M	6	11.84%	Reduced
1033	Cobblestone Capital Advisors Rochester, New York	$125M	-$653K	7	8.83%	Reduced
1034	Venture Visionary Partners Sylvania, Ohio	$125M	-$901K	7	7.35%	Reduced
1035	SignatureFD Atlanta, Georgia	$125M	+$4.26M	29	3.19%	Increased
1036	Bowie Capital Management Richardson, Texas	$125M	-$23.4M	3	14.62%	Reduced
1037	HM HCEP Management Hong Kong	$125M	+$43.4M	1	23.65%	Increased
1038	KC Kadensa Capital Central, Hong Kong	$124M	+$4.8M	3	21.92%	Increased
1039	Front Barnett Associates Chicago, Illinois	$124M	-$1.71M	4	14.04%	Reduced
1040	NWAM LLC Mercer Island, Washington	$124M	+$10.4M	8	10.19%	Increased
1041	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$124M	-$2.31M	3	19.21%	Reduced
1042	Compass Capital Management Minneapolis, Minnesota	$124M	-$11.3M	3	8.89%	Reduced
1043	Montag & Associates Atlanta, Georgia	$123M	+$1.23M	17	7.6%	Increased
1044	MAM Mastrapasqua Asset Management Nashville, Tennessee	$123M	-$681K	7	13.87%	Reduced
1045	Northeast Financial Consultants Westport, Connecticut	$123M	-$8.76M	6	7.56%	Reduced
1046	VSAM Value Star Asset Management Hong Kong	$123M	+$5.71M	6	36.35%	Increased
1047	Congress Wealth Management Boston, Massachusetts	$122M	+$8.69M	9	2.83%	Increased
1048	ET Equitable Trust Nashville, Tennessee	$122M	-$6.15M	7	9.34%	Reduced
1049	MTC McDaniel Terry & Co Austin, Texas	$122M	-$1.64M	5	12.41%	Reduced
1050	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$122M	+$9.6M	6	5.78%	Increased