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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
1176	Check Capital Management Costa Mesa, California	$144M	-$3.26M	3	4.29%	Reduced
1177	CloudAlpha Capital Management Hong Kong	$143M	+$32.1M	4	10.26%	Increased
1178	Tweedy, Browne Co Stamford, Connecticut	$143M	-$177M	3	9.62%	Reduced
1179	J.W. Cole Advisors Tampa, Florida	$143M	+$3.75M	10	5.75%	Increased
1180	Lombard Odier Asset Management (Europe) London, United Kingdom	$142M	-$17.7M	7	9.17%	Reduced
1181	Annex Advisory Services Brookfield, Wisconsin	$142M	+$27.5M	6	4.29%	Increased
1182	Penn Davis McFarland Dallas, Texas	$142M	+$1.38M	5	15.44%	Increased
1183	Marathon Trading Investment Management Radnor, Pennsylvania	$142M	+$143M	6	7.78%	Increased
1184	Private Advisory Group Redmond, Washington	$142M	+$11.6M	8	15.87%	Increased
1185	TritonPoint Wealth Chevy Chase, Maryland	$142M	-$1.28M	7	12.81%	Reduced
1186	Thompson Siegel & Walmsley Richmond, Virginia	$141M	+$889K	9	2.19%	Increased
1187	Colonial Trust Advisors Spartanburg, South Carolina	$141M	-$4.3M	16	12.46%	Reduced
1188	Columbus Hill Capital Management Short Hills, New Jersey	$141M	+$57.9M	4	26.85%	Increased
1189	Ashton Thomas Private Wealth Scottsdale, Arizona	$140M	+$13.3M	9	5.44%	Increased
1190	Foster Dykema Cabot & Partners Waltham, Massachusetts	$140M	+$1.7M	7	10.88%	Increased
1191	American National Bank & Trust Wichita Falls, Texas	$139M	+$1.32M	9	15.53%	Increased
1192	LCM Lionstone Capital Management New York	$139M	$0	2	35.48%	Maintained
1193	Boston Common Asset Management Boston, Massachusetts	$138M	+$4.01M	7	4.02%	Increased
1194	Fulton Bank Lancaster, Pennsylvania	$138M	+$390K	12	5.32%	Increased
1195	Middleton & Co Boston, Massachusetts	$138M	-$606K	6	15.23%	Reduced
1196	Atomi Financial Group New York	$138M	+$38.6M	11	6.95%	Increased
1197	Newbrook Capital Advisors New York	$137M	-$1.46M	2	17.63%	Reduced
1198	Wahed Invest New York	$137M	+$11M	7	22.83%	Increased
1199	Transform Wealth Greenwood Village, Colorado	$137M	+$12.9M	6	7.61%	Increased
1200	Thematics Asset Management Paris, France	$137M	-$6.22M	6	5.98%	Reduced