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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
1076	First National Trust Hermitage, Pennsylvania	$59.7M	+$1.01M	6	6.08%	Increased
1077	Park Presidio Capital San Francisco, California	$59.7M	+$18M	1	6.01%	Increased
1078	CU CDAM (UK) London, United Kingdom	$59.6M	-$10M	1	11.29%	Reduced
1079	Everence Capital Management Goshen, Indiana	$59.6M	-$1.25M	9	11.85%	Reduced
1080	Summit Trail Advisors New York	$59.6M	+$14.8M	7	13.15%	Increased
1081	Destination Wealth Management Walnut Creek, California	$59.6M	+$2.33M	13	3.31%	Increased
1082	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$59.5M	-$1.94M	3	6.15%	Reduced
1083	MGM Miura Global Management New York	$59.5M	+$24.5M	2	10.96%	Increased
1084	PAM Private Asset Management San Diego, California	$59.5M	+$277K	7	9.36%	Increased
1085	Obermeyer Wealth Partners Aspen, Colorado	$59.2M	-$2.73M	4	5%	Reduced
1086	AG Aravt Global New York	$59.1M	-$12.1M	1	7.81%	Reduced
1087	Main Street Research Lakeville, Connecticut	$59M	-$4.93M	5	8.47%	Reduced
1088	Brandes Investment Partners La Jolla, California	$58.9M	-$25.5M	3	1.33%	Reduced
1089	MAM Morse Asset Management Darien, Connecticut	$58.7M	-$1.88M	5	15.46%	Reduced
1090	SCA Snowden Capital Advisors New York	$58.6M	+$6.43M	8	6.66%	Increased
1091	BCH Berkshire Capital Holdings San Jose, California	$58.6M	-$3.5M	6	28.87%	Reduced
1092	Smith Salley Wealth Management Greensboro, North Carolina	$58.6M	-$2.75M	5	9.25%	Reduced
1093	AC Asturias Capital New York	$58.6M	-$35.4M	2	14.53%	Reduced
1094	Greystone Managed Investments Regina, Saskatchewan, Canada	$58.4M	-$2.66M	3	3.16%	Reduced
1095	Andra AP-fonden Goteborg, Sweden	$58.4M	-$5.39M	10	1.5%	Reduced
1096	SIM Stelliam Investment Management New York	$58.3M	-$6.06M	2	3.12%	Reduced
1097	Capital Investment Advisors Atlanta, Georgia	$58.1M	+$182K	8	3.43%	Increased
1098	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$58M	+$5.92M	4	20.4%	Increased
1099	Black Swift Group Boulder, Colorado	$57.7M	-$3.4M	4	37.28%	Reduced
1100	Doyle Wealth Management St. Petersburg, Florida	$57.7M	-$278K	6	8.96%	Reduced