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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
1276	Westchester Capital Management (New York) Valhalla, New York	$109M	+$37.1M	2	4.67%	Increased
1277	TM Tikvah Management Charlotte, North Carolina	$109M	-$4.46M	3	33.93%	Reduced
1278	Horiko Capital Management New York	$109M	-$6.55M	4	31.63%	Reduced
1279	Argent Financial Group Ruston, Louisiana	$109M	+$107M	7	12.98%	New
1280	Knollwood Investment Advisory Hunt Valley, Maryland	$109M	$0	8	11.71%	Maintained
1281	Essex Financial Services Essex, Connecticut	$109M	-$7.77M	8	7.85%	Reduced
1282	Sabal Trust St. Petersburg, Florida	$109M	+$805K	6	5.93%	Increased
1283	Insigneo Advisory Services Miami, Florida	$108M	-$2.71M	9	10.91%	Reduced
1284	Berkshire Asset Management Wilkes Barre, Pennsylvania	$108M	$0	6	5.5%	Maintained
1285	Fiduciary Group Savannah, Georgia	$108M	-$639K	6	10.95%	Reduced
1286	Novare Capital Management Charlotte, North Carolina	$108M	+$699K	6	9.14%	Increased
1287	Annex Advisory Services Brookfield, Wisconsin	$108M	+$7.21M	6	3.45%	Increased
1288	MayTech Global Investments New York	$108M	+$13.9M	3	14.21%	Increased
1289	Wedmont Private Capital West Chester, Pennsylvania	$107M	+$7.45M	13	6.13%	Increased
1290	Pitcairn Conshohocken, Pennsylvania	$107M	-$11M	11	6.34%	Reduced
1291	Palo Alto Wealth Advisors Palo Alto, California	$107M	+$76.6M	6	44.35%	Increased
1292	BTC Capital Management Des Moines, Iowa	$107M	-$773K	4	9.52%	Reduced
1293	Clearline Capital New York	$107M	+$20.7M	4	4.53%	Increased
1294	RNC Capital Management Los Angeles, California	$107M	$0	6	5.92%	Maintained
1295	Evoke Wealth Los Angeles, California	$107M	+$105M	7	2.9%	New
1296	GHP Investment Advisors Denver, Colorado	$107M	-$147K	17	4.89%	Reduced
1297	Deltec Asset Management New York	$106M	-$2.91M	6	20.97%	Reduced
1298	Alta Park Capital San Francisco, California	$106M	-$39.5M	4	13.51%	Reduced
1299	L. Roy Papp & Associates Phoenix, Arizona	$106M	-$1.84M	7	12.85%	Reduced
1300	First Merchants Corp Muncie, Indiana	$106M	+$1.29M	6	4.05%	Increased