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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	Alerus Financial Grand Forks, North Dakota	$89.4M	-$16.9M	4	7.29%	Reduced
1302	Signature Estate & Investment Advisors Los Angeles, California	$89.1M	+$35.2M	4	4%	Increased
1303	D.L. Carlson Investment Group Concord, New Hampshire	$89M	+$3.16M	6	14.21%	Increased
1304	Iron Gate Global Advisors Nsl, Utah	$88.8M	-$4.75M	5	20.82%	Reduced
1305	Osborne Partners Capital Management San Francisco, California	$88.6M	+$19M	8	6.46%	Increased
1306	Dixon Hubard Feinour & Brown Roanoke, Virginia	$88.5M	+$25.3M	5	8.52%	Increased
1307	Laurel Wealth Advisors (California) Solana Beach, California	$88.5M	+$36.1M	12	6.84%	Increased
1308	Bank Pictet & Cie (Asia) Singapore	$88.3M	+$5.11M	6	20.86%	Increased
1309	Telemus Capital Southfield, Michigan	$88.1M	-$5.44M	8	7.11%	Reduced
1310	Parus Finance (UK) London, United Kingdom	$88M	-$28.1M	4	28.25%	Reduced
1311	East Coast Asset Management Essex, Massachusetts	$87.9M	-$18.1M	6	19.43%	Reduced
1312	Fagan Associates Troy, New York	$87.9M	-$3.91M	5	16.68%	Reduced
1313	Linscomb Wealth Houston, Texas	$87.9M	+$34.8K	6	4.2%	Increased
1314	FWM Frontier Wealth Management Kansas City, Missouri	$87.9M	+$1.27M	9	5.8%	Increased
1315	Heritage Wealth Advisors Richmond, Virginia	$87.8M	+$2M	13	4.82%	Increased
1316	SPC Stony Point Capital New York	$87.7M	+$46.9M	4	16.42%	Increased
1317	Nexus Investment Management Toronto, Ontario, Canada	$87.5M	-$2.61M	3	8.9%	Reduced
1318	Kerrisdale Advisers Miami, Florida	$87.4M	-$43.5M	4	18.04%	Reduced
1319	MGM Miura Global Management New York	$87.1M	-$7.43M	2	14.77%	Reduced
1320	BTR Capital Management Oakland, California	$86.9M	-$511K	7	9.8%	Reduced
1321	Bank Hapoalim BM Tel Aviv, Israel	$86.9M	-$7.45M	11	8.72%	Reduced
1322	Moneta Group Investment Advisors St Louis, Missouri	$86.6M	+$1.22M	9	3.52%	Increased
1323	Novare Capital Management Charlotte, North Carolina	$86.5M	+$1.75M	6	8.77%	Increased
1324	Tufton Capital Management Hunt Valley, Maryland	$86.5M	-$2.72M	5	13.28%	Reduced
1325	Atlantic Union Bankshares Glen Allen, Virginia	$86.5M	+$1.97M	7	7.33%	Increased