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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	Pictet North America Advisors Geneva 73, Switzerland	$76.4M	-$5.75M	5	13.15%	Reduced
1102	SIC Schwartz Investment Counsel Plymouth, Michigan	$76.3M	-$108K	1	3.46%	Reduced
1103	Moneta Group Investment Advisors St Louis, Missouri	$76.2M	-$5.87M	7	2.09%	Reduced
1104	BAM Bell Asset Management Melbourne, Australia	$76.1M	+$3.99M	4	14.24%	Increased
1105	SCI S&CO Inc Boston, Massachusetts	$76M	-$1.03M	7	6.65%	Reduced
1106	Mission Wealth Management Santa Barbara, California	$75.8M	-$1.8M	10	3.62%	Reduced
1107	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$75.5M	-$1.21M	21	5.56%	Reduced
1108	Fullerton Fund Management Singapore	$75.4M	-$76.5M	3	5.62%	Reduced
1109	Beacon Investment Advisory Services Morristown, New Jersey	$75.4M	+$1.01M	8	3.86%	Increased
1110	Taikang Asset Management (HK) Hong Kong	$75.3M	+$9.27M	5	15.88%	Increased
1111	Caprock Group Boise, Idaho	$75.3M	+$22.7K	12	7.01%	Increased
1112	Colonial Trust Advisors Spartanburg, South Carolina	$75.3M	-$132K	21	9.23%	Reduced
1113	MIM Manitou Investment Management Toronto, Ontario, Canada	$75.3M	-$4.58M	2	13.33%	Reduced
1114	Campbell Newman Asset Management Milwaukee, Wisconsin	$75.2M	+$246K	4	7.49%	Increased
1115	AI ArchPoint Investors Coral Gables, Florida	$74.7M	-$7.04M	4	35.36%	Reduced
1116	Valiant Capital Management San Francisco, California	$74.7M	+$187K	2	11.47%	Increased
1117	Stonebridge Capital Advisors St Paul, Minnesota	$74.6M	+$5.11M	15	8.84%	Increased
1118	Cumberland Partners Toronto, Ontario, Canada	$74.5M	-$15.8M	5	7.86%	Reduced
1119	Bristol Gate Capital Partners Toronto, Ontario, Canada	$74.5M	-$2.93M	1	4.26%	Reduced
1120	AP Archon Partners Princeton Junction, New Jersey	$74.5M	-$272K	3	13.44%	Reduced
1121	Ensemble Capital Management San Francisco, California	$74.4M	+$8.82M	1	7.72%	Increased
1122	Level Four Advisory Services Dallas, Texas	$74.4M	+$14.8M	9	5.52%	Increased
1123	JC JBF Capital Aspen, Colorado	$74.2M	-$3.65M	4	18.3%	Reduced
1124	Addenda Capital Montreal, Quebec, Canada	$74.1M	+$787K	7	3.22%	Increased
1125	SCS Capital Management Boston, Massachusetts	$74.1M	-$388K	4	2.18%	Reduced