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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	Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$117M	+$4.32M	11	13.37%	Increased
1077	Compass Capital Management Minneapolis, Minnesota	$117M	-$8.65M	2	9.03%	Reduced
1078	Park Presidio Capital San Francisco, California	$117M	-$23.9M	1	11.79%	Reduced
1079	Chas P. Smith & Associates (CPS) Lakeland, Florida	$117M	+$67.4K	6	8.76%	Increased
1080	AIA Group Hong Kong	$116M	+$11.9M	11	6.57%	Increased
1081	Adell Harriman & Carpenter Houston, Texas	$116M	-$4.65M	7	12.1%	Reduced
1082	CSM Advisors Warrendale, Pennsylvania	$116M	-$1.41M	6	8.55%	Reduced
1083	SouthState Corp Winter Haven, Florida	$116M	+$298K	10	9.74%	Increased
1084	Lincoln National Corp Radnor, Pennsylvania	$116M	+$2.95M	14	2.54%	Increased
1085	River Road Asset Management Louisville, Kentucky	$115M	-$34.8M	3	1.27%	Reduced
1086	Middleton & Co Boston, Massachusetts	$115M	-$1.08M	6	12.31%	Reduced
1087	Dock Street Asset Management Palm Beach, Florida	$114M	-$2.86M	4	21.34%	Reduced
1088	World Asset Management Detroit, Michigan	$114M	-$10.4M	15	11.34%	Reduced
1089	Main Street Research Lakeville, Connecticut	$114M	+$5.53M	5	9.99%	Increased
1090	Norris Perne & French Grand Rapids, Michigan	$114M	-$14.1M	6	9.8%	Reduced
1091	RCM Ratan Capital Management Miami Beach, Florida	$114M	-$54.1M	5	14.72%	Reduced
1092	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$114M	-$9.6M	6	4.74%	Reduced
1093	MAM Mastrapasqua Asset Management Nashville, Tennessee	$114M	-$4.46M	6	12.44%	Reduced
1094	ARS Investment Partners New York	$114M	-$1.71M	7	11.39%	Reduced
1095	Newbrook Capital Advisors New York	$114M	-$137M	2	8.27%	Reduced
1096	MA Mutual Advisors Omaha, Nebraska	$113M	+$5.91M	17	6.71%	Increased
1097	Woodstock Corp Boston, Massachusetts	$113M	-$1.94M	9	13.19%	Reduced
1098	Gradient Investments Arden Hills, Minnesota	$113M	+$11.3M	15	3.17%	Increased
1099	Carret Asset Management New York	$113M	-$2.64M	8	13.45%	Reduced
1100	NWAM LLC Mercer Island, Washington	$113M	-$122K	9	10.22%	Reduced