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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	Moran Wealth Management Naples, Florida	$117M	+$2.61M	8	3.61%	Increased
1227	Frontier Capital Management Boston, Massachusetts	$117M	-$37.8M	4	1.1%	Reduced
1228	MIRAE ASSET SECURITIES (USA) INC. New York	$117M	+$41.8M	4	4.71%	Increased
1229	RAA RWC Asset Advisors Miami, Florida	$117M	+$24.9M	1	13.97%	Increased
1230	Campbell Newman Asset Management Milwaukee, Wisconsin	$117M	-$318K	5	8.77%	Reduced
1231	Dearborn Partners Chicago, Illinois	$116M	-$276K	8	4.73%	Reduced
1232	Zweig-DiMenna Associates New York	$116M	+$1.24M	4	11.75%	Increased
1233	Transform Wealth Greenwood Village, Colorado	$116M	+$1.25M	6	7.7%	Increased
1234	First American Trust Santa Ana, California	$116M	-$7.86M	5	11.5%	Reduced
1235	Aspex Management (HK) Central, Hong Kong	$116M	+$89.4M	1	3.07%	New
1236	Lyell Wealth Management Menlo Park, California	$116M	+$1.76M	10	10.53%	Increased
1237	Amazon.com Inc Seattle, Washington	$115M	$0	1	5.23%	Maintained
1238	Americana Partners Houston, Texas	$115M	+$9.3M	6	7.83%	Increased
1239	Integrated Advisors Network Dallas, Texas	$115M	-$9.23M	9	5.45%	Reduced
1240	United Asset Strategies Garden City, New York	$115M	+$7.6M	6	10.71%	Increased
1241	Hikari Tsushin Inc Tokyo, Japan	$115M	-$8.56M	2	8.15%	Reduced
1242	Penobscot Investment Management Boston, Massachusetts	$115M	+$1.12M	6	10.31%	Increased
1243	Waycross Partners Louisville, Kentucky	$115M	+$8.89M	3	15.84%	Increased
1244	CSM Advisors Warrendale, Pennsylvania	$114M	-$13.6M	5	7.46%	Reduced
1245	Focus Financial Network Minneapolis, Minnesota	$114M	+$1.72M	7	4.66%	Increased
1246	ACM Aljian Capital Management Carson City, Nevada	$114M	+$20.2M	7	26.7%	Increased
1247	CenterBook Partners Greenwich, Connecticut	$114M	+$43.9M	9	7.02%	Increased
1248	TD Private Client Wealth New York	$114M	+$2.88M	15	3.28%	Increased
1249	Fort Sheridan Advisors Highland Park, Illinois	$114M	+$2.99M	8	17.25%	Increased
1250	Weatherly Asset Management Del Mar, California	$113M	+$1.2M	6	9.92%	Increased