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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	SP Asset Management Cupertino, California	$169M	+$1.61M	8	13.43%	Increased
1202	Beaumont Financial Advisors Needham, Massachusetts	$169M	-$5.56M	10	11.31%	Reduced
1203	First American Trust Santa Ana, California	$169M	-$5.55M	7	12.27%	Reduced
1204	Steginsky Capital Port Washington, New York	$169M	+$1.37M	2	31.02%	Increased
1205	Lyell Wealth Management Menlo Park, California	$169M	-$1.63M	9	12.52%	Reduced
1206	ProVise Management Group Clearwater, Florida	$168M	-$96K	6	12.41%	Reduced
1207	TT International Asset Management London, United Kingdom	$168M	+$45.7M	1	32.61%	Increased
1208	Patten & Patten Chattanooga, Tennessee	$168M	+$578K	8	9.86%	Increased
1209	SRS Investment Management New York	$168M	-$258M	1	1.82%	Reduced
1210	VestGen Advisors Inverness, Illinois	$167M	+$35.1M	11	5.58%	Increased
1211	Harbor Investment Advisory Lutherville, Maryland	$167M	+$404K	16	13.83%	Increased
1212	Centaurus Financial Anaheim, California	$167M	+$82.6M	15	7.85%	Increased
1213	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$167M	-$1.11M	6	12.44%	Reduced
1214	NFJ Investment Group Dallas, Texas	$167M	+$44.3M	5	5.75%	Increased
1215	Ninety One Cape Town, South Africa	$167M	+$49.3M	4	7.53%	Increased
1216	Longbow Finance Lutry, Switzerland	$167M	-$11.5M	4	16.45%	Reduced
1217	IHT Wealth Management Chicago, Illinois	$166M	-$2.24M	12	4.21%	Reduced
1218	PFG Investments Woodbury, New York	$166M	+$5.22M	15	8.61%	Increased
1219	Hilltop Holdings Dallas, Texas	$165M	+$34.4M	13	8.75%	Increased
1220	TritonPoint Wealth Chevy Chase, Maryland	$165M	-$3.34M	8	14.18%	Reduced
1221	Sumitomo Mitsui Financial Group Tokyo, Japan	$165M	-$1.3M	6	2.9%	Reduced
1222	Petrus Trust Company Dallas, Texas	$165M	-$25M	4	18.08%	Reduced
1223	Value Partners Investments Winnipeg, Manitoba, Canada	$165M	-$39M	4	13.45%	Reduced
1224	MASTERINVEST Kapitalanlage Vienna,	$165M	-$2.36M	11	16.05%	Reduced
1225	Grandfield & Dodd New York	$165M	+$1.73M	6	9.34%	Increased