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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	UAM UAS Asset Management New York	$175M	+$12.9M	3	38.23%	Increased
1102	Lowe Brockenbrough & Co Richmond, Virginia	$175M	+$4.77M	7	8.73%	Increased
1103	Kimelman & Baird New York	$175M	-$5.18M	8	14.4%	Reduced
1104	BFO Boston Family Office Boston, Massachusetts	$175M	-$9.26M	6	11.62%	Reduced
1105	Kintegral Advisory New York	$174M	-$8.49M	9	16.5%	Reduced
1106	New Age Alpha Advisors Rye, New York	$173M	-$26.9M	14	8.08%	Reduced
1107	Osborne Partners Capital Management San Francisco, California	$173M	+$19.5M	7	9.13%	Increased
1108	Manitou Investment Management Toronto, Ontario, Canada	$172M	+$8.43M	5	34.11%	Increased
1109	Meridiem Capital Partners Dallas, Texas	$172M	-$69.6M	6	11.24%	Reduced
1110	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$172M	-$17M	5	8.38%	Reduced
1111	GW&K Investment Management Boston, Massachusetts	$172M	-$22.3M	13	1.52%	Reduced
1112	Graham Capital Management Rowayton, Connecticut	$172M	+$87M	14	4.15%	Increased
1113	Cyndeo Wealth Partners St. Petersburg, Florida	$172M	+$8.95M	7	9.04%	Increased
1114	Chicago Partners Investment Group Chicago, Illinois	$172M	+$12.4M	22	3.84%	Increased
1115	Avenir Corporation Alexandria, Virginia	$172M	-$1.58M	3	20.92%	Reduced
1116	MayTech Global Investments New York	$171M	-$3.05M	3	20.89%	Reduced
1117	Ascent Group Virginia Beach, Virginia	$170M	-$4.91M	13	5.89%	Reduced
1118	Philadelphia Trust Company Philadelphia, Pennsylvania	$170M	-$2.05M	6	12.02%	Reduced
1119	Armistice Capital New York	$170M	-$90.3M	7	3.03%	Reduced
1120	Provident Investment Management Novi, Michigan	$170M	+$412K	5	16.87%	Increased
1121	Sumitomo Mitsui Financial Group Tokyo, Japan	$170M	+$15.3M	8	3.44%	Increased
1122	JC Joho Capital New York	$170M	-$20.8M	2	45.49%	Reduced
1123	Capital Investment Services of America Milwaukee, Wisconsin	$170M	-$10.4M	6	17.7%	Reduced
1124	AlTi Global New York	$169M	+$3.46M	10	3.68%	Increased
1125	Formuepleje A/S Aarhus C, Denmark	$169M	-$75.5M	3	15.35%	Reduced