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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	BC Bodenholm Capital Stockholm, Sweden	$41.9M	+$3.18M	1	11.99%	Increased
1302	RWA Ropes Wealth Advisors Boston, Massachusetts	$41.8M	+$5.14M	12	10.33%	Increased
1303	First American Trust Santa Ana, California	$41.7M	-$1.67M	5	9.3%	Reduced
1304	Fiduciary Group Savannah, Georgia	$41.6M	-$831K	6	8.16%	Reduced
1305	WealthTrust Fairport Cleveland, Ohio	$41.5M	-$843K	12	3.86%	Reduced
1306	CA Claar Advisors New York	$41.5M	-$273K	3	19.05%	Reduced
1307	Chemical Bank Detroit, Michigan	$41.5M	-$432K	6	4.29%	Reduced
1308	Bain Capital Public Equity Management Boston, Massachusetts	$41.4M	-$9.09M	2	2.92%	Reduced
1309	IberiaBank Lafayette, Louisiana	$41.2M	+$6.43M	8	5.14%	Increased
1310	Academy Capital Management Waco, Texas	$41.1M	-$22M	4	10.25%	Reduced
1311	Jupiter Asset Management London, United Kingdom	$41M	+$2.56M	5	1.17%	Increased
1312	Carson Wealth (CWM LLC) Omaha, Nebraska	$41M	+$12.6M	16	1.05%	Increased
1313	Churchill Management Los Angeles, California	$40.9M	+$5.32M	4	0.89%	Increased
1314	SCA Sander Capital Advisors Seattle, Washington	$40.9M	+$2.22M	3	27.97%	Increased
1315	Strategy Asset Managers Pasadena, California	$40.8M	+$5.24M	6	8.3%	Increased
1316	Wealthspire Advisors (Maryland) Potomac, Maryland	$40.8M	+$146K	19	3.36%	Increased
1317	Dubuque Bank & Trust Dubuque, Iowa	$40.8M	-$2.14M	8	6.31%	Reduced
1318	Greenwich Wealth Management Greenwich, Connecticut	$40.8M	-$267K	7	7.11%	Reduced
1319	Bank Pictet & Cie (Asia) Singapore	$40.8M	-$1.67M	5	18.78%	Reduced
1320	Jacobs & Co San Francisco, California	$40.6M	-$1.3M	6	6.87%	Reduced
1321	Geneos Wealth Management Englewood, Colorado	$40.4M	+$3.44M	20	2.69%	Increased
1322	Ally Financial Detroit, Michigan	$40.4M	+$8.76M	6	8.03%	Increased
1323	Stewart & Patten Company Lafayette, California	$40.3M	-$1.83M	5	7.38%	Reduced
1324	RIM Regent Investment Management Louisville, Kentucky	$40.2M	+$671K	8	12.6%	Increased
1325	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$40.2M	-$782K	2	12.45%	Reduced