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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
1301	Compass Capital Management Minneapolis, Minnesota	$22.4M	-$19.6M	1	4.21%	Reduced
1302	Fulton Bank Lancaster, Pennsylvania	$22.4M	-$59.8K	7	2.08%	Reduced
1303	Pictet North America Advisors Geneva 73, Switzerland	$22.3M	+$1.29M	5	5.31%	Increased
1304	AAM Augustine Asset Management Jacksonville, Florida	$22.3M	-$88.2K	2	16.36%	Reduced
1305	Fulton Breakefield Broenniman Bethesda, Maryland	$22.2M	-$163K	3	4.5%	Reduced
1306	ZBI Ziff Brothers Investments New York	$22.2M	-$27.9M	1	8.32%	Reduced
1307	Narwhal Capital Management Marietta, Georgia	$22.2M	-$358K	5	6.94%	Reduced
1308	Nuveen Fund Advisors Chicago, Illinois	$22.1M	-$2.32M	7	3.08%	Reduced
1309	Perigon Wealth Management San Francisco, California	$22M	+$319K	7	5.64%	Increased
1310	SII Investments Appleton, Wisconsin	$21.9M	-$1.05M	7	1.68%	Reduced
1311	D.L. Carlson Investment Group Concord, New Hampshire	$21.9M	+$6.23M	5	7.62%	Increased
1312	TCV Trust & Wealth Management Richmond, Virginia	$21.9M	+$185K	6	3.71%	Increased
1313	Kopernik Global Investors Tampa, Florida	$21.9M	-$1.26M	1	4.69%	Reduced
1314	AFAM Capital Austin, Texas	$21.9M	-$370K	3	3.5%	Reduced
1315	RAA RWC Asset Advisors Miami, Florida	$21.8M	+$4.52M	1	14.39%	Increased
1316	Stillwater Capital Advisors Devon, Pennsylvania	$21.8M	-$46.1K	4	6.35%	Reduced
1317	Vision Capital Management Portland, Oregon	$21.7M	-$1.89M	3	9.09%	Reduced
1318	BCM Buckhead Capital Management Atlanta, Georgia	$21.7M	-$2.98M	3	4.13%	Reduced
1319	HMS Hanseatic Management Services Albuquerque, New Mexico	$21.6M	+$3.62M	5	7.71%	Increased
1320	AAC Asset Advisors Corp Augusta, Georgia	$21.6M	+$367K	5	4.5%	Increased
1321	Bank Pictet & Cie (Asia) Singapore	$21.6M	-$777K	4	12.51%	Reduced
1322	Graticule Asia Macro Advisors New York	$21.6M	+$19.7M	2	1.53%	New
1323	ACC Accident Compensation Corp Wellington, New Zealand	$21.4M	+$917K	7	5.69%	Increased
1324	PCMI Princeton Capital Management Inc Princeton, New Jersey	$21.4M	+$549K	5	13.99%	Increased
1325	GPC Guardian Point Capital Charlottesville, Virginia	$21.4M	$0	1	14.73%	Maintained