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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	Ensemble Capital Management San Francisco, California	$83.8M	-$4.07M	3	7.11%	Reduced
1302	BlueCrest Capital Management St Helier, Jersey	$83.5M	+$61.2M	4	1.54%	Increased
1303	Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$83.2M	+$3.47M	1	6.85%	Increased
1304	Miracle Mile Advisors Los Angeles, California	$83.1M	+$7.04M	8	4.41%	Increased
1305	Evanson Asset Management Carmel, California	$83.1M	+$816K	9	8.65%	Increased
1306	First Trust Direct Indexing Boston, Massachusetts	$83.1M	+$28.3M	10	12.41%	Increased
1307	JW Asset Management Miami Beach, Florida	$83.1M	$0	1	19.43%	Maintained
1308	SCM Soros Capital Management New York	$83M	+$75.3M	4	8.77%	Increased
1309	Inscription Capital Houston, Texas	$82.9M	+$59.3M	7	9.42%	Increased
1310	Principle Wealth Partners Madison, Connecticut	$82.9M	-$2.09M	7	9.42%	Reduced
1311	Meridian Wealth Management Lexington, Kentucky	$82.9M	+$2.63M	8	10.56%	Increased
1312	CCM CAAS Capital Management New York	$82.8M	+$28.1M	8	1.4%	Increased
1313	Lockheed Martin Investment Management Bethesda, Maryland	$82.8M	-$32.4M	4	4.33%	Reduced
1314	L. Roy Papp & Associates Phoenix, Arizona	$82.7M	+$5.73M	6	10.45%	Increased
1315	Murphy Capital Management Bedminster, New Jersey	$82.7M	+$1.34M	6	9.45%	Increased
1316	Fagan Associates Troy, New York	$82.5M	+$868K	6	17.62%	Increased
1317	River Global Investors London, United Kingdom	$82.5M	-$12.7M	7	5.34%	Reduced
1318	Quinn Opportunity Partners Charlottesville, Virginia	$82.1M	+$12.5M	5	5.11%	Increased
1319	IndexIQ Advisors New York	$82.1M	+$3.66M	12	2.77%	Increased
1320	Harbour Investments Madison, Wisconsin	$82M	+$2.82M	28	2.62%	Increased
1321	IHT Wealth Management Chicago, Illinois	$82M	+$4.81M	15	5.2%	Increased
1322	Fairfield, Bush & Co Darien, Connecticut	$81.7M	-$5.03M	7	22.21%	Reduced
1323	Blackstone Inc New York	$81.6M	-$106M	4	0.18%	Reduced
1324	Tradewinds Capital Management Bellingham, Washington	$81.6M	-$101K	19	14.95%	Reduced
1325	Crosslink Capital Menlo Park, California	$81.5M	-$614K	1	13.47%	Reduced