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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
1051	Rheos Capital Works Tokyo, Japan	$103M	$0	4	7.49%	Maintained
1052	HighPoint Advisor Group Downers Grove, Illinois	$103M	+$15M	12	12.55%	Increased
1053	Sowell Financial Services North Little Rock, Arkansas	$103M	+$2.63M	27	4.38%	Increased
1054	EC EMS Capital New York	$103M	-$94.2M	2	7.74%	Reduced
1055	Adell Harriman & Carpenter Houston, Texas	$103M	+$870K	7	13.5%	Increased
1056	Doyle Wealth Management St. Petersburg, Florida	$102M	+$551K	6	10.41%	Increased
1057	D.J. St. Germain Springfield, Massachusetts	$102M	+$49.3K	7	7.3%	Increased
1058	Cumberland Partners Toronto, Ontario, Canada	$102M	-$7.16M	5	9.14%	Reduced
1059	Smith Salley Wealth Management Greensboro, North Carolina	$102M	+$7.6M	5	10.29%	Increased
1060	Harbor Investment Advisory Lutherville, Maryland	$101M	+$9.16M	18	16.23%	Increased
1061	Diamond Hill Capital Management Columbus, Ohio	$101M	-$198M	2	0.48%	Reduced
1062	Hemenway Trust Hemenway Trust Salem, New Hampshire	$101M	+$9.7M	6	11.58%	Increased
1063	Middleton & Co Boston, Massachusetts	$101M	-$108K	5	11.96%	Reduced
1064	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$101M	+$17.3M	5	4.56%	Increased
1065	TRB Advisors New York	$100M	+$21.9M	3	44.9%	Increased
1066	Ironvine Capital Partners Omaha, Nebraska	$100M	-$7.34M	4	12.5%	Reduced
1067	RCM Ratan Capital Management Miami Beach, Florida	$100M	-$10.9M	7	11.67%	Reduced
1068	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$100M	-$2.05M	9	4.82%	Reduced
1069	Andra AP-fonden Goteborg, Sweden	$100M	+$19.2M	15	2.2%	Increased
1070	Parthenon LLC Louisville, Kentucky	$99.2M	-$2.24M	6	17.1%	Reduced
1071	MP MFN Partners Boston, Massachusetts	$99.1M	$0	2	8.74%	Maintained
1072	Farmers & Merchants Investments Inc Lincoln, Nebraska	$99.1M	-$20.5K	12	5.12%	Reduced
1073	Parker Investment Management Menlo Park, California	$99M	-$37.7M	6	17.03%	Reduced
1074	SAI Systematic Alpha Investments Princeton, New Jersey	$99M	+$96.4M	6	10.78%	New
1075	SouthState Corp Winter Haven, Florida	$98.8M	-$4.35M	7	9.72%	Reduced