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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	RIA RPG Investment Advisory Pleasanton, California	$132M	-$113M	6	16.46%	Reduced
1277	Penobscot Investment Management Boston, Massachusetts	$132M	+$350K	6	11.3%	Increased
1278	Professional Advisory Services Vero Beach, Florida	$132M	+$10.4M	6	17.9%	Increased
1279	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$132M	-$913K	9	15.58%	Reduced
1280	CMI Clare Market Investments Dallas, Texas	$131M	-$3.53M	5	29.03%	Reduced
1281	MADR Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$131M	+$5.17M	3	44.92%	Increased
1282	IQ EQ Fund Management Dublin 2, Ireland	$131M	+$2.47M	10	11.67%	Increased
1283	CapWealth Advisors Franklin, Tennessee	$131M	+$6.19M	5	12.91%	Increased
1284	SP SIH Partners Wilmington, Delaware	$131M	+$128M	4	4.86%	Increased
1285	Discovery Capital Management South Norwalk, Connecticut	$131M	+$6.51M	3	10.22%	Increased
1286	Forum Financial Management Lombard, Illinois	$130M	+$8.23M	19	1.98%	Increased
1287	HHLR Advisors Grand Cayman, Cayman Islands	$130M	-$327M	1	4.2%	Reduced
1288	TFS Thoroughbred Financial Services Brentwood, Tennessee	$130M	-$29.8M	11	9.09%	Reduced
1289	DA Dash Acquisitions Woodland Hills, California	$130M	+$515K	6	27.56%	Increased
1290	UM Ulysses Management New York	$130M	-$1.56M	3	13.09%	Reduced
1291	Jacobs & Co San Francisco, California	$129M	-$762K	6	12.83%	Reduced
1292	Fort Sheridan Advisors Highland Park, Illinois	$129M	-$1.3M	9	18.4%	Reduced
1293	BTC Capital Management Des Moines, Iowa	$129M	+$1.09M	5	10.54%	Increased
1294	FRG Family Wealth Advisors Bellevue, Washington	$129M	-$1.36M	6	22.43%	Reduced
1295	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$129M	+$64.5M	6	15.22%	Increased
1296	Weatherly Asset Management Del Mar, California	$129M	-$799K	6	10.97%	Reduced
1297	Matrix Asset Advisors White Plains, New York	$128M	+$1.59M	5	12.98%	Increased
1298	Alerus Financial Grand Forks, North Dakota	$128M	-$1.18M	9	9.22%	Reduced
1299	Essex Financial Services Essex, Connecticut	$128M	+$4.64M	10	8.39%	Increased
1300	Knollwood Investment Advisory Hunt Valley, Maryland	$128M	$0	9	12.27%	Maintained