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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	Heritage Trust Oklahoma City, Oklahoma	$91.2M	+$244K	7	12.83%	Increased
1302	CSM Advisors Warrendale, Pennsylvania	$91.1M	-$18.6M	5	6.56%	Reduced
1303	Deltec Asset Management New York	$91M	-$8.64M	7	20.49%	Reduced
1304	Robertson Stephens Wealth Management San Francisco, California	$91M	-$2.63M	9	5.53%	Reduced
1305	Ensemble Capital Management San Francisco, California	$91M	-$817K	1	8.1%	Reduced
1306	Valley Wealth Managers Paramus, New Jersey	$91M	-$2.6M	10	7.1%	Reduced
1307	Addenda Capital Montreal, Quebec, Canada	$91M	-$8.78M	6	3.55%	Reduced
1308	Country Club Bank Kansas City, Missouri	$90.9M	-$1.39M	6	6.88%	Reduced
1309	DDD Partners Bellevue, Washington	$90.9M	-$3.03M	5	12.21%	Reduced
1310	FCP Fosse Capital Partners London, United Kingdom	$90.6M	-$3.08M	1	36.71%	Reduced
1311	Moran Wealth Management Naples, Florida	$90.5M	+$6.75M	7	3.22%	Increased
1312	Taikang Asset Management (HK) Hong Kong	$90.4M	+$3.57M	5	17.1%	Increased
1313	Bristol Gate Capital Partners Toronto, Ontario, Canada	$90.4M	-$2.75M	1	4.51%	Reduced
1314	Wellington Shields Capital Management New York	$90.2M	-$708K	6	11.25%	Reduced
1315	LM Advisors San Diego, California	$90M	+$84.6M	14	18.1%	New
1316	Insigneo Advisory Services Miami, Florida	$89.9M	+$17.1M	11	12.66%	Increased
1317	Steginsky Capital Port Washington, New York	$89.4M	+$552K	2	24.63%	Increased
1318	Waratah Capital Advisors Toronto, Ontario, Canada	$89.4M	-$98M	3	1.78%	Reduced
1319	Nishkama Capital LLC Dorado, Puerto Rico	$89.3M	+$24.1M	4	17.2%	Increased
1320	Merit Financial Group Alpharetta, Georgia	$88.9M	-$29M	11	2.71%	Reduced
1321	TruWealth Advisors Metairie, Louisiana	$88.9M	+$880K	4	6.79%	Increased
1322	Baker Tilly Wealth Management Madison, Wisconsin	$88.9M	-$3.57M	11	14.59%	Reduced
1323	Summit Global Investments Bountiful, Utah	$88.6M	-$3.58M	8	5.8%	Reduced
1324	Galvin Gaustad & Stein Scottsdale, Arizona	$88.5M	+$48.2K	5	8.28%	Increased
1325	Mark Asset Management New York	$88.5M	-$418K	4	11.58%	Reduced