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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	Canandaigua National Bank & Trust Canandaigua, New York	$48.5M	-$3.54M	6	8.2%	Reduced
1302	Oxford Asset Management Oxford, United Kingdom	$48.4M	-$3.51M	12	1.34%	Reduced
1303	Northeast Financial Consultants Westport, Connecticut	$48.4M	-$284K	7	4.32%	Reduced
1304	Candlestick Capital Management Greenwich, Connecticut	$48.4M	+$45.4M	2	2.54%	New
1305	Vigilant Capital Management Portland, Maine	$48.3M	+$617K	10	5.59%	Increased
1306	NatWest Group Edinburgh, Scotland, United Kingdom	$48.1M	+$930K	4	10.32%	Increased
1307	BTR Capital Management Oakland, California	$48.1M	-$936K	5	8.29%	Reduced
1308	Corient Capital Partners Newport Beach, California	$48.1M	+$2.89M	8	6.11%	Increased
1309	Turiya Advisors Asia Hong Kong	$48.1M	+$2.43M	1	32.89%	Increased
1310	Parkwood LLC Cleveland, Ohio	$48M	-$6.79M	8	10.07%	Reduced
1311	Callahan Advisors Houston, Texas	$47.9M	-$874K	5	7.68%	Reduced
1312	Wesleyan Assurance Society Birmingham, United Kingdom	$47.9M	-$4.68M	4	8.97%	Reduced
1313	Strategy Capital Los Altos, California	$47.8M	-$30.6M	1	12.97%	Reduced
1314	Novare Capital Management Charlotte, North Carolina	$47.8M	-$334K	4	6.66%	Reduced
1315	Caldwell Trust Venice, Florida	$47.8M	+$45.8M	12	7.3%	New
1316	Scout Investments Kansas City, Missouri	$47.6M	+$45.6M	2	0.92%	New
1317	Wintrust Investments Chicago, Illinois	$47.6M	+$2.36M	5	6.66%	Increased
1318	CDAM (UK) London, United Kingdom	$47.5M	-$569K	1	8.07%	Reduced
1319	Alpha Wave Global New York	$47.4M	-$6.16M	2	9.18%	Reduced
1320	SCI S&CO Inc Boston, Massachusetts	$47.4M	+$1.99M	7	4.95%	Increased
1321	TCIM TOMS Capital Investment Management New York	$47.3M	+$44.1M	1	5.79%	New
1322	Southeast Asset Advisors Thomasville, Georgia	$47.3M	-$735K	4	11.24%	Reduced
1323	Blue Pool Management Causeway Bay, Hong Kong	$47.2M	$0	3	16.37%	Maintained
1324	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$46.9M	+$553K	9	2.77%	Increased
1325	Ropes Wealth Advisors Boston, Massachusetts	$46.9M	-$1.22M	12	10.1%	Reduced