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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	TruWealth Advisors Metairie, Louisiana	$110M	+$9.32M	5	7.67%	Increased
1252	TD Private Client Wealth New York	$110M	-$5.27M	16	3.6%	Reduced
1253	Integrated Advisors Network Dallas, Texas	$110M	-$163K	10	5.56%	Reduced
1254	JWBC J.W. Burns & Co Dewitt, New York	$109M	-$817K	6	15.22%	Reduced
1255	Think Investments San Francisco, California	$109M	+$2.11M	4	24.38%	Increased
1256	Twin Capital Management Mcmurray, Pennsylvania	$109M	-$5.55M	10	13.54%	Reduced
1257	SurgoCap Partners New York	$109M	-$78.8M	1	5.86%	Reduced
1258	Insigneo Advisory Services Miami, Florida	$109M	+$7.34M	10	12.94%	Increased
1259	Boothbay Fund Management New York	$109M	-$761K	18	2.09%	Reduced
1260	LM Advisors San Diego, California	$108M	+$2.36M	7	17.22%	Increased
1261	Berkshire Asset Management Wilkes Barre, Pennsylvania	$108M	-$1.55M	6	5.75%	Reduced
1262	Transform Wealth Greenwood Village, Colorado	$108M	-$3.13M	6	10.28%	Reduced
1263	Robertson Stephens Wealth Management San Francisco, California	$108M	+$6.13M	11	5.74%	Increased
1264	Amazon.com Inc Seattle, Washington	$108M	$0	1	5.11%	Maintained
1265	Matrix Asset Advisors White Plains, New York	$108M	-$2.18M	5	12.92%	Reduced
1266	Cambiar Investors Denver, Colorado	$108M	-$13M	2	4.02%	Reduced
1267	Weatherly Asset Management Del Mar, California	$108M	-$1.41M	6	10.44%	Reduced
1268	TCOT Trust Company of Toledo Holland, Ohio	$108M	+$939K	6	16.86%	Increased
1269	Segantii Capital Management Hong Kong	$108M	+$42.1M	1	7.01%	Increased
1270	DRW Securities Chicago, Illinois	$107M	+$34.6M	5	2.88%	Increased
1271	Horiko Capital Management New York	$107M	-$951K	4	32.75%	Reduced
1272	TM Tikvah Management Charlotte, North Carolina	$107M	$0	3	33.54%	Maintained
1273	Churchill Management Los Angeles, California	$107M	-$1.48M	7	1.33%	Reduced
1274	Harvest Portfolios Group Oakville, Ontario, Canada	$107M	+$2.98M	5	4.18%	Increased
1275	Boston Common Asset Management Boston, Massachusetts	$107M	-$24.5M	6	2.56%	Reduced