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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	Vest Financial Mclean, Virginia	$137M	+$11M	8	2.42%	Increased
1202	Parallax Volatility Advisers San Francisco, California	$137M	-$109M	13	0.27%	Reduced
1203	Principle Wealth Partners Madison, Connecticut	$137M	-$1.65M	6	9.6%	Reduced
1204	Compass Capital Management Minneapolis, Minnesota	$137M	-$1.64M	2	8.96%	Reduced
1205	Grassi Investment Management Santa Clara, California	$137M	-$2.09M	8	11.66%	Reduced
1206	SP Asset Management Cupertino, California	$137M	-$342K	9	11.45%	Reduced
1207	Lee, Danner & Bass Nashville, Tennessee	$137M	-$2.27M	11	10.82%	Reduced
1208	IHT Wealth Management Chicago, Illinois	$137M	-$26M	9	4.4%	Reduced
1209	Ninety One North America New York	$136M	-$5.92M	2	8.44%	Reduced
1210	Tamar Securities Woodland Hills, California	$136M	+$4.73M	6	18.81%	Increased
1211	NorthRock Partners Minneapolis, Minnesota	$136M	-$4.77M	6	4.44%	Reduced
1212	TCOT Trust Company of Toledo Holland, Ohio	$136M	+$7.58M	6	17.86%	Increased
1213	Dundas Partners Edinburgh, United Kingdom	$136M	+$7.58M	2	9.54%	Increased
1214	Renaissance Group Covington, Kentucky	$136M	-$4.84M	8	5.63%	Reduced
1215	Patten & Patten Chattanooga, Tennessee	$136M	-$550K	7	8.97%	Reduced
1216	MC Maplelane Capital New York	$135M	-$6.72M	2	3.93%	Reduced
1217	Zweig-DiMenna Associates New York	$135M	+$9.6M	5	10.12%	Increased
1218	Discovery Capital Management South Norwalk, Connecticut	$135M	+$56.2M	3	9.15%	Increased
1219	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$135M	-$1.14M	6	10.81%	Reduced
1220	Farther Finance Advisors San Francisco, California	$135M	-$5.37M	29	4.87%	Reduced
1221	Clare Market Investments Dallas, Texas	$134M	-$912K	7	31.83%	Reduced
1222	Means Investment Company Bangor, Maine	$134M	-$188K	9	13.94%	Reduced
1223	Brinker Capital Investments Berwyn, Pennsylvania	$134M	-$300M	16	1.33%	Reduced
1224	Orion Portfolio Solutions Omaha, Nebraska	$134M	-$300M	16	1.33%	Reduced
1225	Alphadyne Asset Management New York	$134M	+$30M	3	21.16%	Increased