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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	Pallas Capital Advisors Braintree, Massachusetts	$164M	+$4.88M	10	7.41%	Increased
1052	Ritholtz Wealth Management New York	$163M	+$3.17M	10	5.38%	Increased
1053	Grimes & Company Westborough, Massachusetts	$163M	-$373K	8	4.88%	Reduced
1054	Narwhal Capital Management Marietta, Georgia	$163M	+$2.12M	5	15.39%	Increased
1055	CC Cornerstone Capital Palo Alto, California	$162M	-$4.09M	3	16.36%	Reduced
1056	Principal Securities Des Moines, Iowa	$162M	+$15.3M	25	4.47%	Increased
1057	J. Goldman & Co New York	$162M	+$75.8M	7	4.58%	Increased
1058	Sowell Financial Services North Little Rock, Arkansas	$161M	+$3.35M	6	7.7%	Increased
1059	Central Securities New York	$161M	$0	3	15.88%	Maintained
1060	Tower Bridge Advisors Conshohocken, Pennsylvania	$161M	-$10M	7	17.91%	Reduced
1061	Founders Capital Management (Connecticut) East Hartford, Connecticut	$161M	+$210K	5	28.92%	Increased
1062	SCI S&CO Inc Boston, Massachusetts	$161M	+$4.88M	7	11.22%	Increased
1063	Ballentine Partners Waltham, Massachusetts	$160M	+$4.87M	11	2.97%	Increased
1064	McDaniel Terry & Co Austin, Texas	$160M	+$430K	5	14.01%	Increased
1065	Longbow Finance Lutry, Switzerland	$160M	+$688K	6	16.58%	Increased
1066	BFO Boston Family Office Boston, Massachusetts	$160M	-$730K	6	11.54%	Reduced
1067	Iron Gate Global Advisors Nsl, Utah	$160M	+$1.16M	5	26.35%	Increased
1068	J.M. Forbes & Co Boston, Massachusetts	$160M	+$2.14M	6	16.36%	Increased
1069	Cullen Capital Management New York	$159M	+$6.42M	5	1.84%	Increased
1070	Dock Street Asset Management Palm Beach, Florida	$159M	-$3.44M	4	22.28%	Reduced
1071	Thompson Siegel & Walmsley Richmond, Virginia	$159M	-$33.1M	8	2.55%	Reduced
1072	Level Four Advisory Services Dallas, Texas	$159M	+$1.63M	9	7.16%	Increased
1073	Turiya Advisors Asia Hong Kong	$159M	+$89.3M	2	68.89%	Increased
1074	Tran Capital Management San Rafael, California	$159M	-$5.1M	3	18.4%	Reduced
1075	Himension Capital (Singapore) Singapore	$159M	+$25.4M	4	11.22%	Increased