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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
1226	Transcend Capital Advisors Madison, New Jersey	$73.3M	+$1.16M	9	7.63%	Increased
1227	EW Evoke Wealth Los Angeles, California	$73.1M	+$5.16M	22	2.71%	Increased
1228	Valley Wealth Managers Paramus, New Jersey	$73M	-$1.69M	10	6.84%	Reduced
1229	Weatherly Asset Management Del Mar, California	$73M	-$2.28M	6	10.16%	Reduced
1230	Robertson Stephens Wealth Management San Francisco, California	$72.9M	+$6.91M	9	6.87%	Increased
1231	Sepio Capital Salt Lake City, Utah	$72.5M	-$3.48M	11	7.29%	Reduced
1232	Tremblant Capital Group West Palm Beach, Florida	$72.5M	+$50.4K	1	4.39%	Increased
1233	C Chescapmanager Baltimore, Maryland	$72.5M	+$10.6M	4	17.13%	Increased
1234	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$72.4M	+$455K	5	18.01%	Increased
1235	DDD Partners Bellevue, Washington	$72.2M	-$52.5K	6	12.53%	Reduced
1236	SAM SP Asset Management Cupertino, California	$72.2M	+$7.84M	7	9.2%	Increased
1237	Silicon Valley Capital Partners San Jose, California	$72.1M	+$6.85M	5	14.99%	Increased
1238	Independent Financial Group San Diego, California	$72M	-$1.36M	11	7.7%	Reduced
1239	MADR Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$71.7M	+$25.4M	3	52.3%	Increased
1240	Integrated Advisors Network Dallas, Texas	$71.7M	+$8.36M	11	4.66%	Increased
1241	Lyell Wealth Management Menlo Park, California	$71.6M	+$1.56M	9	11.67%	Increased
1242	ACM Avalon Capital Management Port Of Redwood City, California	$71.4M	-$3.98M	5	29.24%	Reduced
1243	Galvin Gaustad & Stein Scottsdale, Arizona	$71.4M	+$5.48M	5	7.24%	Increased
1244	Palisade Asset Management Minneapolis, Minnesota	$71.4M	+$1.06M	7	9.17%	Increased
1245	Choate Investment Advisors Boston, Massachusetts	$71.3M	+$2.02M	7	4.33%	Increased
1246	FRG Family Wealth Advisors Bellevue, Washington	$71.3M	+$247K	5	16.46%	Increased
1247	Massachusetts Institute of Technology Cambridge, Massachusetts	$71M	$0	1	15.22%	Maintained
1248	Vigilant Capital Management Portland, Maine	$70.9M	+$212K	11	6.12%	Increased
1249	First Hawaiian Bank Honolulu, Hawaii	$70.9M	+$1.14M	10	2.57%	Increased
1250	Cortland Associates St Louis, Missouri	$70.5M	-$9.32M	6	11.66%	Reduced