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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	J.M. Forbes & Co Boston, Massachusetts	$98.6M	-$2.48M	5	14.5%	Reduced
1077	Lockheed Martin Investment Management Bethesda, Maryland	$98.5M	+$10.5M	4	5.1%	Increased
1078	Burleson & Co Petaluma, California	$98.5M	+$16M	8	17.08%	Increased
1079	TM Tikvah Management Charlotte, North Carolina	$98.4M	$0	3	27.42%	Maintained
1080	SteelPeak Wealth Woodland Hills, California	$97.9M	+$6.99M	9	8.9%	Increased
1081	Avantax Advisory Services Dallas, Texas	$97.1M	-$125M	12	2.31%	Reduced
1082	Hoey Investments Coatesville, Pennsylvania	$97M	+$12.3M	8	34.83%	Increased
1083	BFO Boston Family Office Boston, Massachusetts	$96.9M	-$957K	6	7.45%	Reduced
1084	CAM Contour Asset Management New York	$96.6M	$0	1	3.56%	Maintained
1085	BFM Blacksheep Fund Management Co. Dublin, Ireland	$96.5M	$0	2	23.98%	Maintained
1086	Guinness Asset Management London, United Kingdom	$96.4M	+$14.4M	4	6.98%	Increased
1087	Tremblant Capital Group West Palm Beach, Florida	$96.2M	+$51.7M	1	2.71%	Increased
1088	Petrus Trust Company Dallas, Texas	$96.1M	-$115K	2	9.54%	Reduced
1089	JC JBF Capital Aspen, Colorado	$96.1M	+$3.21M	3	15.66%	Increased
1090	NWAM LLC Mercer Island, Washington	$96M	+$399K	11	10.96%	Increased
1091	Thomasville National Bank Thomasville, Georgia	$95.9M	+$468K	6	12.59%	Increased
1092	Everence Capital Management Goshen, Indiana	$95.4M	+$41.5K	9	9.3%	Increased
1093	Tran Capital Management San Rafael, California	$95.3M	+$3.81M	2	8.82%	Increased
1094	Capstone Investment Advisors New York	$95.1M	+$91.3M	10	0.32%	Increased
1095	Donaldson Capital Management Evansville, Indiana	$94.8M	+$296K	5	5.61%	Increased
1096	USCA RIA Houston, Texas	$94.7M	+$5.23M	12	6.65%	Increased
1097	HHLR Advisors Grand Cayman, Cayman Islands	$94.6M	-$1.21B	1	0.75%	Reduced
1098	Baltimore-Washington Financial Advisors Columbia, Maryland	$94.5M	+$3.59M	5	10.3%	Increased
1099	Mission Wealth Management Santa Barbara, California	$94.3M	+$7.02M	11	5.9%	Increased
1100	Northeast Financial Consultants Westport, Connecticut	$94.3M	-$1.59M	8	7.81%	Reduced