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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	HCM Harspring Capital Management New York	$84.9M	+$12.4M	2	19.03%	Increased
1127	Dearborn Partners Chicago, Illinois	$84.6M	+$34.8M	8	3.57%	Increased
1128	Equitable Holdings New York	$84.3M	+$8.55M	9	1.61%	Increased
1129	ARS Investment Partners New York	$84.3M	+$1.17M	8	11.51%	Increased
1130	Baltimore-Washington Financial Advisors Columbia, Maryland	$84M	-$2.23M	5	8.99%	Reduced
1131	Campbell Newman Asset Management Milwaukee, Wisconsin	$83.8M	+$3.93M	5	8.86%	Increased
1132	RNC Capital Management Los Angeles, California	$83.8M	+$2.84M	6	4.77%	Increased
1133	SCI S&CO Inc Boston, Massachusetts	$83.8M	+$776K	7	7.04%	Increased
1134	HSC Harbor Spring Capital New York	$83.7M	+$11.3M	3	20.29%	Increased
1135	Knights of Columbus Asset Advisors New Haven, Connecticut	$83.6M	+$4.72M	6	8.34%	Increased
1136	Belpointe Asset Management Reno, Nevada	$83.6M	+$13.3M	11	5.6%	Increased
1137	SCS Capital Management Boston, Massachusetts	$83.5M	+$3.01M	3	2.31%	Increased
1138	Diversified Trust Memphis, Tennessee	$83.5M	+$611K	12	3.5%	Increased
1139	MCM McKinley Capital Management Anchorage, Alaska	$83.4M	-$8.16M	4	10.89%	Reduced
1140	Appleton Partners Boston, Massachusetts	$83.3M	+$2.8M	7	7.88%	Increased
1141	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$83.3M	+$3.06M	8	3.5%	Increased
1142	SeaCrest Wealth Management Purchase, New York	$83.3M	+$6.26M	19	10.49%	Increased
1143	PAM Private Asset Management San Diego, California	$83.2M	+$1.57M	6	13.51%	Increased
1144	Beacon Investment Advisory Services Morristown, New Jersey	$83M	-$6.74M	10	4.33%	Reduced
1145	IG Ithaka Group Arlington, Virginia	$82.8M	-$4.99M	3	16.57%	Reduced
1146	BAM Bell Asset Management Melbourne, Australia	$82.8M	-$205K	4	16.34%	Reduced
1147	Picton Mahoney Asset Management Toronto, Ontario, Canada	$82.2M	-$18.8M	6	3.13%	Reduced
1148	NEA Management Company Timonium, Maryland	$82.1M	$0	1	4.22%	Maintained
1149	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$82M	+$74.5M	8	6.95%	Increased
1150	SIC Schwartz Investment Counsel Plymouth, Michigan	$82M	+$122K	1	3.98%	Increased