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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	Frank Rimerman Advisors Palo Alto, California	$232M	+$6.72M	14	14.68%	Increased
1052	Moneta Group Investment Advisors St Louis, Missouri	$231M	-$1.54M	13	1.75%	Reduced
1053	Purpose Unlimited Inc Toronto,	$230M	+$223M	10	10.54%	New
1054	Blackstone Inc New York	$230M	+$67.2M	4	0.73%	Increased
1055	Todd Asset Management Louisville, Kentucky	$230M	+$2.11M	7	4.49%	Increased
1056	Central Securities New York	$230M	-$2.86M	3	18.51%	Reduced
1057	Bryn Mawr Capital Management Philadelphia, Pennsylvania	$230M	-$4.47M	7	11.04%	Reduced
1058	Polunin Capital Partners London, United Kingdom	$229M	+$340K	1	35.26%	Increased
1059	GMT Capital Atlanta, Georgia	$229M	-$64.6M	4	11.93%	Reduced
1060	Meeder Advisory Services Dublin, Ohio	$228M	+$13.9M	13	9.81%	Increased
1061	YHB Investment Advisors West Hartford, Connecticut	$228M	-$2.76M	6	15.72%	Reduced
1062	Ruffer LLP London, United Kingdom	$227M	+$6.02M	3	10.34%	Increased
1063	Caledonia Investments plc (UK) London England, United Kingdom	$227M	-$22.1M	3	25.13%	Reduced
1064	Check Capital Management Costa Mesa, California	$226M	-$3.29M	3	6.57%	Reduced
1065	Parsons Capital Management Providence, Rhode Island	$225M	-$2.84M	6	12.37%	Reduced
1066	Univest Financial Souderton, Pennsylvania	$225M	-$4.62M	6	11.91%	Reduced
1067	Narwhal Capital Management Marietta, Georgia	$225M	+$2.31M	5	16.32%	Increased
1068	Grimes & Company Westborough, Massachusetts	$224M	-$5.38M	10	5.36%	Reduced
1069	U.S. Capital Wealth Advisors Austin, Texas	$224M	+$2.13M	13	5.86%	Increased
1070	Donaldson Capital Management Evansville, Indiana	$224M	-$3.35M	6	7.11%	Reduced
1071	Kanawha Capital Management Richmond, Virginia	$223M	-$4.33M	6	15.33%	Reduced
1072	MIRAE ASSET SECURITIES (USA) INC. New York	$222M	+$125M	6	6.12%	Increased
1073	Fernbridge Capital Management Los Angeles, California	$222M	-$901K	1	10.9%	Reduced
1074	Evoke Wealth Los Angeles, California	$221M	+$7.45M	12	4.13%	Increased
1075	Ironvine Capital Partners Omaha, Nebraska	$221M	-$19.6M	3	22.11%	Reduced