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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	JC JBF Capital Aspen, Colorado	$85.2M	-$1.82M	4	21.51%	Reduced
1077	Apollon Wealth Management Mount Pleasant, South Carolina	$85M	+$1.02M	8	7%	Increased
1078	Kanawha Capital Management Richmond, Virginia	$84.9M	+$277K	7	9.27%	Increased
1079	Redpoint Management Woodside, California	$84.9M	$0	1	28.55%	Maintained
1080	Sequoia Financial Advisors Akron, Ohio	$84.8M	-$9.26M	8	2.67%	Reduced
1081	JCM JS Capital Management New York	$84.7M	-$16.7M	4	20.63%	Reduced
1082	Dock Street Asset Management Palm Beach, Florida	$84.4M	-$1.22M	4	20.24%	Reduced
1083	Deltec Asset Management New York	$84.4M	+$1.46M	6	20.71%	Increased
1084	Belpointe Asset Management Reno, Nevada	$83.9M	+$5.81M	13	5.67%	Increased
1085	Founders Capital Management (Connecticut) East Hartford, Connecticut	$83.8M	+$1.21M	4	23.49%	Increased
1086	AP Archon Partners Princeton Junction, New Jersey	$83.7M	$0	3	15.89%	Maintained
1087	Integrated Wealth Concepts Waltham, Massachusetts	$83.7M	+$788K	14	2.67%	Increased
1088	SignatureFD Atlanta, Georgia	$83.5M	+$4.25M	30	2.86%	Increased
1089	MAM Mastrapasqua Asset Management Nashville, Tennessee	$83.2M	+$1.31M	6	12.04%	Increased
1090	Dorsey & Whitney Trust Sioux Falls, South Dakota	$83.2M	+$2.07M	9	8.68%	Increased
1091	E Ergoteles New York	$83.1M	+$40M	13	2.92%	Increased
1092	MC Maplelane Capital New York	$83M	+$53.6M	2	4.49%	Increased
1093	RNC Capital Management Los Angeles, California	$82.9M	+$10.5M	6	5.2%	Increased
1094	Cambiar Investors Denver, Colorado	$82.7M	-$25.7M	2	4.17%	Reduced
1095	Cornerstone Investment Partners Atlanta, Georgia	$82.6M	+$28.3M	2	5.92%	Increased
1096	Greenwoods Asset Management (HK) Hong Kong	$82.1M	-$121M	3	5.57%	Reduced
1097	Manitou Investment Management Toronto, Ontario, Canada	$82M	+$1.72M	2	15.42%	Increased
1098	Equitable Holdings New York	$81.6M	+$4.18M	9	1.6%	Increased
1099	Desjardins Global Asset Management Montreal, Quebec, Canada	$81.5M	+$13.1M	13	10.32%	Increased
1100	Wesleyan Assurance Society Birmingham, United Kingdom	$81.5M	+$388K	3	12.53%	Increased