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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	Valeo Financial Advisors Carmel, Indiana	$42.3M	+$1.03M	18	4.85%	Increased
1302	Edge Wealth Management New York	$42.3M	-$1.39M	9	9.38%	Reduced
1303	Qube Research & Technologies (QRT) London, United Kingdom	$42.2M	-$19.4M	6	10.06%	Reduced
1304	Callahan Advisors Houston, Texas	$42.2M	-$645K	5	7.57%	Reduced
1305	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$42.2M	+$16.8M	5	3.79%	Increased
1306	Simmons Bank Pine Bluff, Arkansas	$41.9M	-$385K	9	4.06%	Reduced
1307	SeaCrest Wealth Management Purchase, New York	$41.9M	-$19.9M	11	8.52%	Reduced
1308	GW & Wade Wellesley, Massachusetts	$41.7M	+$237K	9	3.79%	Increased
1309	Goelzer Investment Management Carmel, Indiana	$41.6M	+$898K	8	3.84%	Increased
1310	Jacobs & Co San Francisco, California	$41.6M	-$235K	7	6.72%	Reduced
1311	Avidian Wealth Enterprises Houston, Texas	$41.6M	+$11.1M	3	9.84%	Increased
1312	Polaris Wealth Advisory Group San Rafael, California	$41.6M	-$3.84M	6	3.15%	Reduced
1313	IVMX Institutional Venture Management XIV Menlo Park, California	$41.5M	-$14.1M	1	23.32%	Reduced
1314	MainStreet Investment Advisors Chicago, Illinois	$41.4M	+$19M	6	5.41%	Increased
1315	CC ClearArc Capital Cincinnati, Ohio	$41.3M	-$4.88M	9	12.19%	Reduced
1316	Robeco Schweiz Zurich, Switzerland	$41.3M	+$2.3M	3	1.75%	Increased
1317	Aviance Capital Partners Naples, Florida	$41.3M	+$25.5M	7	11.4%	Increased
1318	IQ EQ Fund Management Dublin 2, Ireland	$41.3M	+$40.8M	8	13.34%	New
1319	Academy Capital Management Waco, Texas	$41.2M	+$1.66M	4	9.24%	Increased
1320	First American Trust Santa Ana, California	$41.1M	-$1.66M	4	8.55%	Reduced
1321	CPM Crescent Park Management East Palo Alto, California	$41.1M	+$7.85M	3	7.47%	Increased
1322	PAM Premier Asset Management Chicago, Illinois	$41M	+$512K	7	9.65%	Increased
1323	TIM Tikehau Investment Management Paris, France	$40.8M	+$25.9M	2	10.68%	Increased
1324	AGF Investments LLC Toronto, Ontario, Canada	$40.8M	+$4.26M	9	8.52%	Increased
1325	Fairview Capital Investment Management Greenbrae, California	$40.8M	+$12.8M	3	2.05%	Increased