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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
1101	Avantax Advisory Services Dallas, Texas	$78M	+$5.94M	13	2.25%	Increased
1102	Alley Company Lake Forest, Illinois	$77.6M	+$5.48M	4	6.01%	Increased
1103	ALAM Asahi Life Asset Management Tokyo, Japan	$77.3M	-$5.28M	7	12.72%	Reduced
1104	Beaumont Financial Advisors Needham, Massachusetts	$77.3M	+$954K	8	8.07%	Increased
1105	Clough Capital Partners Boston, Massachusetts	$77.3M	-$27.2M	4	7.56%	Reduced
1106	APA American Portfolios Advisors Holbrook, New York	$77.1M	+$4.66M	25	5.03%	Increased
1107	MTC McDaniel Terry & Co Austin, Texas	$77M	-$2.47M	4	11.74%	Reduced
1108	Taikang Asset Management (HK) Hong Kong	$76.8M	-$32M	6	13.68%	Reduced
1109	PAM Private Asset Management San Diego, California	$76.7M	+$1.03M	7	13.62%	Increased
1110	Corient Capital Partners Newport Beach, California	$76.6M	+$8.89M	10	9.34%	Increased
1111	Kingsview Wealth Management Grants Pass, Oregon	$76.3M	+$5.11M	9	7.64%	Increased
1112	Kanawha Capital Management Richmond, Virginia	$76M	+$248K	7	9.41%	Increased
1113	Tremblant Capital Group West Palm Beach, Florida	$75.9M	-$75.9M	1	3.19%	Reduced
1114	Weatherly Asset Management Del Mar, California	$75.8M	+$203K	7	13.39%	Increased
1115	ARS Investment Partners New York	$75.7M	+$1.62M	6	14.25%	Increased
1116	Estabrook Capital Management New York	$75.7M	-$2.13M	8	14.39%	Reduced
1117	Colonial Trust Advisors Spartanburg, South Carolina	$75.4M	+$2.09M	7	12.87%	Increased
1118	Boothbay Fund Management New York	$75.3M	+$25.6M	14	5.15%	Increased
1119	EWM Elite Wealth Management Kirkland, Washington	$75.3M	+$2.28M	5	22.13%	Increased
1120	Chas P. Smith & Associates (CPS) Lakeland, Florida	$75.2M	+$148K	5	9.15%	Increased
1121	Provident Investment Management Novi, Michigan	$75.2M	+$26.6K	3	10.95%	Increased
1122	Grandfield & Dodd New York	$74.8M	-$1.72M	6	7.24%	Reduced
1123	Mission Wealth Management Santa Barbara, California	$74.8M	+$3.8M	9	6.45%	Increased
1124	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$74.7M	$0	10	14.04%	Maintained
1125	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$74.7M	-$3.13M	11	7.8%	Reduced