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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	CapWealth Advisors Franklin, Tennessee	$69M	-$4.49M	3	8.22%	Reduced
1302	DDD Partners Bellevue, Washington	$68.8M	-$2.73M	5	13.56%	Reduced
1303	De Burlo Group Boston, Massachusetts	$68.8M	+$2M	4	11.24%	Increased
1304	Voleon Capital Management Berkeley, California	$68.6M	+$66.4M	2	7.33%	New
1305	Keel Point Huntsville, Alabama	$68.4M	+$5.9M	8	6.09%	Increased
1306	SCA Sander Capital Advisors Seattle, Washington	$68.4M	-$7.49M	3	32.81%	Reduced
1307	Anderson Hoagland & Co St Louis, Missouri	$68.3M	+$13.8M	4	10.83%	Increased
1308	Hartline Investment Corp Winnetka, Illinois	$68.3M	-$1.21M	8	9.79%	Reduced
1309	Nan Fung Trinity Central, Hong Kong, Hong Kong	$68.2M	-$5.55M	2	12.1%	Reduced
1310	Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts	$67.9M	+$66.2M	4	43.28%	New
1311	Donor Advised Charitable Giving San Francisco, California	$67.8M	+$71.3M	5	9.24%	Increased
1312	Webster Bank Waterbury, Connecticut	$67.8M	+$1.93M	11	7.97%	Increased
1313	Meridian Wealth Management Lexington, Kentucky	$67.7M	+$13.1M	8	10.75%	Increased
1314	Lyell Wealth Management Menlo Park, California	$67.7M	+$2.72M	6	10.82%	Increased
1315	Select Equity Group New York	$67.7M	-$90.5M	3	0.28%	Reduced
1316	Miracle Mile Advisors Los Angeles, California	$67.7M	+$6.71M	8	4.15%	Increased
1317	Stansberry Asset Management Westlake, Texas	$67.6M	+$1.48M	3	18.98%	Increased
1318	Dundas Partners Edinburgh, United Kingdom	$67.4M	$0	3	9.86%	Maintained
1319	AIS AM Investment Strategies Chattanooga, Tennessee	$67.3M	+$2.9M	5	20.73%	Increased
1320	D.L. Carlson Investment Group Concord, New Hampshire	$67.2M	-$6.58M	5	12.19%	Reduced
1321	Check Capital Management Costa Mesa, California	$67.1M	-$2.39M	3	3.66%	Reduced
1322	Clearstead Advisors Cleveland, Ohio	$67M	+$6.02M	17	6.09%	Increased
1323	Ropes Wealth Advisors Boston, Massachusetts	$66.8M	+$3.32M	15	10.36%	Increased
1324	River Road Asset Management Louisville, Kentucky	$66.7M	-$63.9M	3	0.95%	Reduced
1325	Paloma Partners Greenwich, Connecticut	$66.7M	-$4.18M	20	1.75%	Reduced