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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	JC JBF Capital Aspen, Colorado	$138M	+$1.68M	5	22.54%	Increased
1102	Beaumont Financial Advisors Needham, Massachusetts	$138M	+$6.37M	8	11.35%	Increased
1103	SCA Sander Capital Advisors Seattle, Washington	$137M	+$270K	4	66.98%	Increased
1104	AlTi Global New York	$137M	+$14.4M	8	3.82%	Increased
1105	WestEnd Advisors Charlotte, North Carolina	$137M	-$1.95M	9	3.56%	Reduced
1106	Newbrook Capital Advisors New York	$137M	-$12.8M	2	17.78%	Reduced
1107	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$137M	+$8.45M	9	7.4%	Increased
1108	Waters Parkerson & Co New Orleans, Louisiana	$137M	-$1.24M	6	7.02%	Reduced
1109	Lombard Odier Asset Management (Europe) London, United Kingdom	$137M	+$77.9M	6	8.22%	Increased
1110	Noked Israel Ramat Hasharon, Israel	$136M	+$41.5M	4	36.66%	Increased
1111	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$136M	-$25.7M	12	3.17%	Reduced
1112	Hollencrest Capital Management Newport Beach, California	$136M	+$79.1M	17	6.22%	Increased
1113	AP Archon Partners Princeton Junction, New Jersey	$136M	-$9.3M	3	16.6%	Reduced
1114	ALPS Advisors Denver, Colorado	$135M	+$650K	13	0.96%	Increased
1115	Petrus Trust Company Dallas, Texas	$135M	-$7.79M	9	12.22%	Reduced
1116	Concurrent Investment Advisors Tampa, Florida	$135M	+$4.73M	13	5.44%	Increased
1117	Balentine LLC Atlanta, Georgia	$135M	+$27.1M	13	4.02%	Increased
1118	Moneta Group Investment Advisors St Louis, Missouri	$135M	+$16.3M	8	2.19%	Increased
1119	Diversify Advisory Services Sandy, Utah	$134M	+$128M	10	7.92%	New
1120	Compass Capital Management Minneapolis, Minnesota	$134M	-$2.45M	2	8.68%	Reduced
1121	Sumitomo Life Insurance Tokyo, Japan	$134M	+$24.2M	6	3.49%	Increased
1122	Dynamic Advisor Solutions Phoenix, Arizona	$134M	-$988K	8	4.53%	Reduced
1123	Pittenger & Anderson Inc Lincoin, Nebraska	$134M	+$5.68M	9	5.45%	Increased
1124	Roundview Capital Princeton, New Jersey	$134M	+$3.11M	6	10.96%	Increased
1125	Cooper Investors Melbourne, Victoria, Australia	$134M	+$4.08M	2	7.73%	Increased