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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	Regal Partners Sydney, NSW, Australia	$89.1M	-$5.57M	1	17.37%	Reduced
1127	Cary Street Partners Investment Advisory Richmond, Virginia	$88.8M	-$767K	21	6.38%	Reduced
1128	PCM Prime Capital Management Hong Kong	$88.6M	-$2.54M	2	29.23%	Reduced
1129	ArchPoint Investors Coral Gables, Florida	$88.6M	-$1.48K	4	38.56%	Reduced
1130	Hartline Investment Corp Winnetka, Illinois	$88.5M	+$2.71M	8	17.66%	Increased
1131	Beacon Investment Advisory Services Morristown, New Jersey	$88.4M	-$1.19M	8	4.3%	Reduced
1132	Freemont Management Vaud, Switzerland	$88M	+$6.85M	5	12.37%	Increased
1133	Carret Asset Management New York	$88M	-$4.19M	8	12.23%	Reduced
1134	AP Archon Partners Princeton Junction, New Jersey	$88M	-$1.28M	3	14.68%	Reduced
1135	Belpointe Asset Management Reno, Nevada	$87.9M	+$6.06M	31	4.75%	Increased
1136	Ledyard National Bank	$87.7M	-$4.6M	7	10.07%	Reduced
1137	Dorsey & Whitney Trust Sioux Falls, South Dakota	$87.6M	+$2.32M	7	7.97%	Increased
1138	Ensemble Capital Management San Francisco, California	$87.6M	+$61.5K	1	9.06%	Increased
1139	Stack Financial Management Whitefish, Montana	$87.6M	+$938K	1	10.65%	Increased
1140	BFS Bard Financial Services Branford, Connecticut	$87.2M	+$1.49M	8	6.98%	Increased
1141	SCS Capital Management Boston, Massachusetts	$87.2M	-$1.58M	4	2.57%	Reduced
1142	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$87.2M	-$5.12M	3	8.96%	Reduced
1143	Southeastern Asset Management Memphis, Tennessee	$87.1M	-$25.3M	1	2.95%	Reduced
1144	Coerente Capital Management Toronto, Ontario, Canada	$87M	-$1.06M	4	19.56%	Reduced
1145	Manitou Investment Management Toronto, Ontario, Canada	$87M	-$2.17M	4	21.34%	Reduced
1146	Washington Trust Advisors Wellesley, Massachusetts	$86.7M	-$266K	11	8.83%	Reduced
1147	Moody National Bank Trust Division Galveston, Texas	$86.6M	+$745K	10	7.41%	Increased
1148	Empirical Wealth Management Seattle, Washington	$86.6M	-$630K	9	3.76%	Reduced
1149	Beaumont Financial Advisors Needham, Massachusetts	$86.4M	+$415K	7	8.75%	Increased
1150	Summit Partners Public Asset Management Boston, Massachusetts	$86.4M	+$65.7M	2	3.55%	Increased