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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
1251	Mark Asset Management New York	$90.9M	-$9M	4	13.37%	Reduced
1252	Professional Advisory Services Vero Beach, Florida	$90.8M	+$3.8M	6	13.04%	Increased
1253	German American Bancorp Jasper, Indiana	$90.6M	+$298K	5	13.25%	Increased
1254	Horizon Investments Charlotte, North Carolina	$90.6M	+$9.8M	11	2.57%	Increased
1255	De Burlo Group Boston, Massachusetts	$90.5M	+$14.9M	5	16.85%	Increased
1256	Valley Wealth Managers Paramus, New Jersey	$90.3M	+$44.7K	8	7.55%	Increased
1257	Oxbow Advisors Austin, Texas	$90.2M	+$4.62M	6	9.06%	Increased
1258	Principle Wealth Partners Madison, Connecticut	$90M	+$3.58M	7	9.46%	Increased
1259	Cadian Capital Management New York	$89.6M	+$17.3M	2	4.47%	Increased
1260	IP Interval Partners New York	$89.4M	+$33.5M	3	4.35%	Increased
1261	Ensemble Capital Management San Francisco, California	$89.4M	+$1.62M	2	7.76%	Increased
1262	Osborne Partners Capital Management San Francisco, California	$89.1M	+$8.25M	8	6.58%	Increased
1263	Transcend Capital Advisors Madison, New Jersey	$89.1M	+$14.2M	10	7.97%	Increased
1264	Caprock Group Boise, Idaho	$89M	+$3.82M	13	8.36%	Increased
1265	ACM Aljian Capital Management Carson City, Nevada	$88.8M	+$42.7K	5	36.03%	Increased
1266	Evoke Wealth Los Angeles, California	$88.5M	+$2M	18	2.9%	Increased
1267	JWBC J.W. Burns & Co Dewitt, New York	$88.5M	-$2.27M	6	14.09%	Reduced
1268	KMG Fiduciary Partners Toledo, Ohio	$88.5M	+$1.12M	9	14.15%	Increased
1269	Jackson Wealth Management Lake Mary, Florida	$88.4M	-$20M	4	12.28%	Reduced
1270	L. Roy Papp & Associates Phoenix, Arizona	$88.4M	-$1.14M	6	11.03%	Reduced
1271	LMR Partners London, United Kingdom	$88.2M	+$51.8M	9	1.02%	Increased
1272	SP Asset Management Cupertino, California	$88.2M	+$3.28M	7	9.49%	Increased
1273	Hartline Investment Corp Winnetka, Illinois	$88M	-$12.8M	8	11.12%	Reduced
1274	Ropes Wealth Advisors Boston, Massachusetts	$88M	+$9.5M	10	15.11%	Increased
1275	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$87.9M	+$2.61M	8	3.52%	Increased