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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	Talbot Financial Bellevue, Washington	$122M	-$1.82M	4	21.3%	Reduced
1052	Albion Financial Group Salt Lake City, Utah	$122M	-$4.36M	15	11.27%	Reduced
1053	Apollon Wealth Management Mount Pleasant, South Carolina	$122M	-$26.1M	9	6.12%	Reduced
1054	Clough Capital Partners Boston, Massachusetts	$121M	+$17.8M	3	13.03%	Increased
1055	Philadelphia Trust Company Philadelphia, Pennsylvania	$121M	-$4.42M	6	12.43%	Reduced
1056	AC Alfreton Capital Radlett, Hertfordshire, United Kingdom	$121M	-$1.92M	2	57.35%	Reduced
1057	MAM Mastrapasqua Asset Management Nashville, Tennessee	$121M	-$548K	7	14.15%	Reduced
1058	Burney Company Reston, Virginia	$120M	+$17.9M	10	5.63%	Increased
1059	Dorsey Asset Management Chicago, Illinois	$120M	+$22M	1	15.63%	Increased
1060	PW Peninsula Wealth San Francisco, California	$119M	+$72.2M	7	27.96%	Increased
1061	Central Securities New York	$119M	$0	3	14.56%	Maintained
1062	TCM Tybourne Capital Management Hong Kong	$119M	-$77.8M	3	16.67%	Reduced
1063	Twin Tree Management Dallas, Texas	$119M	+$6.32M	11	0.27%	Increased
1064	BFO Boston Family Office Boston, Massachusetts	$119M	-$310K	6	9.75%	Reduced
1065	Hemenway Trust Hemenway Trust Salem, New Hampshire	$119M	+$906K	7	12.43%	Increased
1066	Provident Investment Management Novi, Michigan	$118M	-$2M	4	12.98%	Reduced
1067	Congress Wealth Management Boston, Massachusetts	$117M	-$1.5M	7	2.42%	Reduced
1068	MCI McDonald Capital Investors Orinda, California	$117M	-$2M	3	9.11%	Reduced
1069	Prospera Financial Services Dallas, Texas	$117M	+$3.69M	10	4.51%	Increased
1070	Himension Capital (Singapore) Singapore	$116M	+$27.5M	4	11.96%	Increased
1071	Compass Capital Management Minneapolis, Minnesota	$116M	-$7.93M	3	9.12%	Reduced
1072	Caprock Group Boise, Idaho	$116M	-$200K	11	8.78%	Reduced
1073	Junto Capital Management New York	$116M	+$31.6M	3	2.74%	Increased
1074	Dock Street Asset Management Palm Beach, Florida	$116M	+$887K	4	20.27%	Increased
1075	Brandes Investment Partners La Jolla, California	$115M	+$9.34M	3	2.25%	Increased