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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	Diversify Advisory Services Sandy, Utah	$241M	-$20M	14	7.64%	Reduced
1027	Ballentine Partners Waltham, Massachusetts	$241M	-$3.63M	15	3.39%	Reduced
1028	Sigma Planning Corp Ann Arbor, Michigan	$241M	+$1.93M	15	6.64%	Increased
1029	D.J. St. Germain Springfield, Massachusetts	$240M	-$2.41M	14	9.34%	Reduced
1030	NBT Bank Norwich, New York	$240M	-$3.74M	12	15.51%	Reduced
1031	Vantage Investment Partners Kansas City, Missouri	$240M	-$6.58M	5	16.02%	Reduced
1032	Welch Group Birmingham, Alabama	$239M	-$2.14M	7	9.23%	Reduced
1033	GW&K Investment Management Boston, Massachusetts	$239M	-$7.19M	13	2.06%	Reduced
1034	Level Four Advisory Services Dallas, Texas	$238M	+$5.98M	12	7.79%	Increased
1035	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$238M	+$5.18M	11	8.3%	Increased
1036	Cincinnati Financial Corp Fairfield, Ohio	$238M	$0	1	4.64%	Maintained
1037	Fulton Breakefield Broenniman Bethesda, Maryland	$237M	-$3.99M	6	14.96%	Reduced
1038	Burney Company Reston, Virginia	$236M	+$25.5M	8	7.37%	Increased
1039	Meritage Portfolio Management Overland Park, Kansas	$235M	-$4.87M	9	15.63%	Reduced
1040	JC Joho Capital New York	$235M	-$24.8M	2	50.12%	Reduced
1041	Verus Capital Partners Scottsdale, Arizona	$234M	+$2.7M	9	15.6%	Increased
1042	Homestead Advisers Arlington, Virginia	$234M	+$25.2M	2	6.2%	Increased
1043	GAMMA Investing Foster City, California	$234M	+$14.8M	32	11.76%	Increased
1044	Summit Partners Public Asset Management Boston, Massachusetts	$234M	+$91.2K	5	4.86%	Increased
1045	Founders Capital Management (Connecticut) East Hartford, Connecticut	$234M	-$2.84M	5	34.73%	Reduced
1046	Baskin Financial Services Toronto, Ontario, Canada	$233M	-$5.86M	4	17.56%	Reduced
1047	LJAF Laura & John Arnold Foundation Houston, Texas	$232M	+$214M	2	40.89%	New
1048	North Star Asset Management Neenah, Wisconsin	$232M	-$3.31M	8	9.37%	Reduced
1049	New Age Alpha Advisors Rye, New York	$232M	-$4.91M	13	9.99%	Reduced
1050	Plato Investment Management Sydney, NSW, Australia	$232M	-$2.93M	13	15.15%	Reduced