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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	CWA Asset Management Group Naples, Florida	$125M	+$8.75M	7	8.54%	Increased
1102	TenCore Partners New York	$125M	-$23.6M	3	36.98%	Reduced
1103	J. Goldman & Co New York	$124M	-$45.5M	7	5.04%	Reduced
1104	Compass Capital Management Minneapolis, Minnesota	$124M	-$6.55M	3	8.8%	Reduced
1105	First Citizens Bank & Trust Raleigh, North Carolina	$124M	-$25.7M	6	2.25%	Reduced
1106	Empirical Wealth Management Seattle, Washington	$123M	+$3.15M	8	4.1%	Increased
1107	WestEnd Advisors Charlotte, North Carolina	$123M	-$2.66M	9	3.38%	Reduced
1108	Richard Bernstein Advisors New York	$123M	-$2.8M	6	2.73%	Reduced
1109	Dorsey & Whitney Trust Sioux Falls, South Dakota	$123M	+$1.28M	9	9.43%	Increased
1110	UAM UAS Asset Management New York	$123M	+$9.9M	3	31.2%	Increased
1111	Ritholtz Wealth Management New York	$123M	+$79.5K	9	4.76%	Increased
1112	Ulysses Management New York	$123M	-$307K	3	10.74%	Reduced
1113	Clearstead Advisors Cleveland, Ohio	$122M	+$1.67M	18	6.48%	Increased
1114	Bridgeway Capital Management Houston, Texas	$122M	+$3.48M	10	2.62%	Increased
1115	Renaissance Group Covington, Kentucky	$122M	-$5.03M	7	5.05%	Reduced
1116	Barton Investment Management West Conshohocken, Pennsylvania	$122M	-$242K	5	15.97%	Reduced
1117	Waters Parkerson & Co New Orleans, Louisiana	$122M	-$2.63M	6	6.74%	Reduced
1118	Roberts Wealth Advisors Palo Alto, California	$121M	-$1.38M	6	18.9%	Reduced
1119	IMC Chicago Chicago, Illinois	$121M	+$59.7M	8	0.08%	Increased
1120	TCIM TOMS Capital Investment Management New York	$121M	-$45.5M	1	5.02%	Reduced
1121	SCA Sander Capital Advisors Seattle, Washington	$121M	+$2.46M	4	62.01%	Increased
1122	Dorsey Asset Management Chicago, Illinois	$121M	-$6.78M	1	15.54%	Reduced
1123	Two Creeks Capital Management New York	$121M	-$7.11M	2	7.56%	Reduced
1124	TRB Advisors New York	$120M	+$53.4M	1	31.8%	Increased
1125	Woodstock Corp Boston, Massachusetts	$120M	-$870K	8	13.9%	Reduced