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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	Credential Qtrade Securities Vancouver,	$81.9M	-$12.5M	7	5.43%	Reduced
1302	Alphabet Inc Mountain View, California	$81.8M	$0	1	5.26%	Maintained
1303	Owl Creek Asset Management New York	$81.8M	-$12.5M	3	3.17%	Reduced
1304	Robertson Stephens Wealth Management San Francisco, California	$81.8M	+$7.17M	9	5.52%	Increased
1305	Summit Global Investments Bountiful, Utah	$81.4M	+$13.7M	9	5.42%	Increased
1306	Morningstar Investment Management Chicago, Illinois	$81.1M	-$4.19M	5	11.13%	Reduced
1307	Churchill Management Los Angeles, California	$80.9M	-$1.48M	6	1.37%	Reduced
1308	Heritage Trust Oklahoma City, Oklahoma	$80.8M	-$651K	7	12.62%	Reduced
1309	River Road Asset Management Louisville, Kentucky	$80.7M	-$7.9M	3	1.15%	Reduced
1310	LVM Capital Management Portage, Michigan	$80.7M	-$710K	6	11.37%	Reduced
1311	WWA WCG Wealth Advisors Las Vegas, Nevada	$80.6M	+$44.9M	5	5.91%	Increased
1312	Blackstone Inc New York	$80.5M	+$5.31M	3	0.34%	Increased
1313	Country Club Bank Kansas City, Missouri	$80.5M	+$1.2M	6	6.55%	Increased
1314	MCM McKinley Capital Management Anchorage, Alaska	$80.2M	-$3.99M	4	11.26%	Reduced
1315	Wellington Shields Capital Management New York	$79.7M	+$327K	7	10.52%	Increased
1316	Lombard Odier Asset Management (Europe) London, United Kingdom	$79.7M	-$3.57M	6	4.09%	Reduced
1317	Transcend Capital Advisors Madison, New Jersey	$79.6M	+$969K	10	7.76%	Increased
1318	Sumitomo Life Insurance Tokyo, Japan	$79.4M	-$36.7K	6	2.23%	Reduced
1319	RIA RPG Investment Advisory Pleasanton, California	$79.1M	-$96.9K	7	14.54%	Reduced
1320	Eagle Ridge Investment Management Stamford, Connecticut	$79M	-$3.26M	5	8.61%	Reduced
1321	Private Advisory Group Redmond, Washington	$78.9M	+$2.94M	6	15.59%	Increased
1322	Abner Herrman & Brock Jersey City, New Jersey	$78.5M	-$3.99M	4	12.03%	Reduced
1323	Ashton Thomas Private Wealth Scottsdale, Arizona	$78.5M	+$5.14M	9	5.72%	Increased
1324	Evanson Asset Management Carmel, California	$78.4M	-$1.55M	8	7.22%	Reduced
1325	Lyell Wealth Management Menlo Park, California	$78.4M	-$806K	9	10.54%	Reduced