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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
1126	Nexus Investment Management Toronto, Ontario, Canada	$55.4M	-$1.7M	3	7.92%	Reduced
1127	Atria Investments Charlotte, North Carolina	$55.3M	+$2.23M	12	2.19%	Increased
1128	Lombard Odier Asset Management (Europe) London, United Kingdom	$55.3M	-$4.74M	10	3.85%	Reduced
1129	HCM Harvey Capital Management Palm Beach, Florida	$55.2M	-$1.12M	8	21.97%	Reduced
1130	Tufton Capital Management Hunt Valley, Maryland	$55.1M	-$211K	7	11.73%	Reduced
1131	Kings Point Capital Management Great Neck, New York	$55M	+$2.3M	8	10.25%	Increased
1132	Baltimore-Washington Financial Advisors Columbia, Maryland	$55M	+$2.5M	5	9.95%	Increased
1133	Capstone Investment Advisors New York	$55M	+$476K	11	0.63%	Increased
1134	Turim 21 Investimentos Rio De Janeiro, Brazil	$55M	+$4.02M	4	22.05%	Increased
1135	Stratos Wealth Partners Beachwood, Ohio	$54.9M	-$21.7M	20	2.45%	Reduced
1136	Stillwater Capital Advisors Devon, Pennsylvania	$54.9M	+$253K	4	11.4%	Increased
1137	FCM Freshford Capital Management Rye Brook, New York	$54.8M	-$19.1M	1	8.79%	Reduced
1138	Ironvine Capital Partners Omaha, Nebraska	$54.8M	+$3.23M	4	11.19%	Increased
1139	Signature Estate & Investment Advisors Los Angeles, California	$54.8M	+$7.36M	5	4.93%	Increased
1140	Overbrook Management Corp New York	$54.7M	+$9.15M	5	10.36%	Increased
1141	CCM Investment Advisers Columbia, South Carolina	$54.6M	-$2.39M	5	10.06%	Reduced
1142	BTR Capital Management Oakland, California	$54.6M	-$1.35M	5	9.49%	Reduced
1143	HighTower Trust Houston, Texas	$54.6M	-$472K	3	6.08%	Reduced
1144	CPH C Partners Holding Zurich, Switzerland	$54.5M	-$2.69M	7	19.11%	Reduced
1145	PIMC Praesidium Investment Management Company New York	$54.5M	+$58.3M	1	3.8%	New
1146	Penn Davis McFarland Dallas, Texas	$54.5M	-$1.14M	3	15.7%	Reduced
1147	Godsey & Gibb Inc Richmond, Virginia	$54.5M	-$579K	7	8.69%	Reduced
1148	Dock Street Asset Management Palm Beach, Florida	$54.2M	+$179K	3	16.88%	Increased
1149	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$54.2M	-$1.46M	9	3.4%	Reduced
1150	PWM Patriot Wealth Management Houston, Texas	$54.2M	+$1.1M	3	6.83%	Increased