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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	USCA RIA Houston, Texas	$126M	+$2.42M	11	7.62%	Increased
1052	Parthenon LLC Louisville, Kentucky	$125M	-$1.11M	6	18.77%	Reduced
1053	Tremblant Capital Group West Palm Beach, Florida	$125M	+$79M	1	3.39%	Increased
1054	Ancora Advisors Cleveland, Ohio	$125M	-$4.41M	14	3.26%	Reduced
1055	Ironvine Capital Partners Omaha, Nebraska	$125M	-$4.95M	4	13.65%	Reduced
1056	Doyle Wealth Management St. Petersburg, Florida	$124M	+$1.44M	6	10.31%	Increased
1057	Farmers & Merchants Investments Inc Lincoln, Nebraska	$124M	-$856K	14	5.55%	Reduced
1058	Parsons Capital Management Providence, Rhode Island	$124M	-$457K	9	9.46%	Reduced
1059	KC KCL Capital New York	$123M	-$4.75M	5	17.9%	Reduced
1060	Harbor Investment Advisory Lutherville, Maryland	$123M	+$1.84M	18	16.72%	Increased
1061	Norris Perne & French Grand Rapids, Michigan	$123M	-$5.09M	6	10.59%	Reduced
1062	Fairview Capital Investment Management Greenbrae, California	$123M	+$4.03M	4	8.43%	Increased
1063	Cobblestone Capital Advisors Rochester, New York	$122M	-$1.31M	9	8.28%	Reduced
1064	Hemenway Trust Hemenway Trust Salem, New Hampshire	$122M	-$3.38M	6	12.33%	Reduced
1065	Pathstone Family Office Englewood, New Jersey	$122M	+$13.3M	15	3.65%	Increased
1066	Giverny Capital Montreal, Quebec, Canada	$122M	+$4.07M	4	7.39%	Increased
1067	World Asset Management Detroit, Michigan	$121M	-$3.72M	16	11.05%	Reduced
1068	Parus Finance (UK) London, United Kingdom	$120M	+$1.32M	5	28.99%	Increased
1069	Majedie Asset Management London, United Kingdom	$120M	+$4.89M	4	7.86%	Increased
1070	Churchill Management Los Angeles, California	$119M	+$14.5M	5	1.76%	Increased
1071	Provident Investment Management Novi, Michigan	$119M	-$201K	4	11.49%	Reduced
1072	Blue Pool Management Causeway Bay, Hong Kong	$119M	+$25M	3	9.91%	Increased
1073	Adell Harriman & Carpenter Houston, Texas	$119M	-$2.33M	7	12.51%	Reduced
1074	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$118M	+$222K	6	4.81%	Increased
1075	J.M. Forbes & Co Boston, Massachusetts	$118M	+$192K	5	14.93%	Increased