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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
1201	Ardmore Road Asset Management New York	$183M	+$37.3M	5	10.73%	Increased
1202	Soltis Investment Advisors St. George, Utah	$182M	+$176K	13	10.15%	Increased
1203	Provident Investment Management Novi, Michigan	$182M	-$10.9M	5	17.72%	Reduced
1204	Circle Wealth Management Summit, New Jersey	$182M	-$5.42M	9	2.29%	Reduced
1205	Southeast Asset Advisors Thomasville, Georgia	$181M	-$621K	7	18.4%	Reduced
1206	CCPM Cooper Creek Partners Management New York	$181M	-$69.6M	7	4.3%	Reduced
1207	BW Gestao de Investimentos Sao Paulo, Brazil	$181M	+$54.1M	12	3.58%	Increased
1208	Parthenon LLC Louisville, Kentucky	$181M	-$3.51M	6	18.8%	Reduced
1209	MKP Capital Management New York	$180M	-$57M	2	4.87%	Reduced
1210	Context Capital Management Lajolla, California	$180M	+$178M	3	3.5%	New
1211	Senator Investment Group New York	$179M	+$30.6M	3	6.54%	Increased
1212	Principle Wealth Partners Madison, Connecticut	$179M	+$2.09M	8	8.85%	Increased
1213	Avenir Corporation Alexandria, Virginia	$179M	-$5.44M	3	21.83%	Reduced
1214	Everence Capital Management Goshen, Indiana	$179M	-$7.13M	15	9.42%	Reduced
1215	TCOT Trust Company of Toledo Holland, Ohio	$179M	+$1.44M	14	14.9%	Increased
1216	Albion Financial Group Salt Lake City, Utah	$179M	-$1.09M	15	10.37%	Reduced
1217	Nixon Peabody Trust Boston, Massachusetts	$179M	-$3.87M	7	12.63%	Reduced
1218	Woodstock Corp Boston, Massachusetts	$178M	-$5.98M	8	14.79%	Reduced
1219	Junto Capital Management New York	$178M	+$42M	2	3.12%	Increased
1220	NWAM LLC Mercer Island, Washington	$178M	+$11.3M	10	8.88%	Increased
1221	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$178M	+$83M	3	0.99%	Increased
1222	Harbor Investment Advisory Lutherville, Maryland	$177M	-$2.06M	19	12.37%	Reduced
1223	Carret Asset Management New York	$177M	-$3.02M	7	15.47%	Reduced
1224	Pittenger & Anderson Inc Lincoin, Nebraska	$177M	-$15M	9	6.33%	Reduced
1225	Waters Parkerson & Co New Orleans, Louisiana	$177M	+$1.32M	6	8.73%	Increased