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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	Noked Israel Ramat Hasharon, Israel	$120M	+$31.3M	2	23.66%	Increased
1302	Alerus Financial Grand Forks, North Dakota	$120M	-$5.32M	7	9.18%	Reduced
1303	Ledyard National Bank	$120M	-$4.09M	6	11.26%	Reduced
1304	SeaCrest Wealth Management Purchase, New York	$120M	-$1.97M	10	12.57%	Reduced
1305	Teamwork Financial Advisors San Antonio, Texas	$119M	+$4.81M	6	15.46%	Increased
1306	WestEnd Advisors Charlotte, North Carolina	$119M	-$12.8M	9	3.03%	Reduced
1307	Palisade Asset Management Minneapolis, Minnesota	$119M	-$220K	6	12.05%	Reduced
1308	First Merchants Corp Muncie, Indiana	$118M	+$3.84M	6	4.55%	Increased
1309	CSM Advisors Warrendale, Pennsylvania	$118M	-$3.25M	5	5.53%	Reduced
1310	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$118M	+$10.8M	6	7.94%	Increased
1311	Sycomore Asset Management Paris, France	$118M	+$34.1M	7	16.83%	Increased
1312	Knights of Columbus Asset Advisors New Haven, Connecticut	$118M	+$2.01M	11	7.78%	Increased
1313	ValueAct Holdings San Francisco, California	$118M	+$110M	1	2.68%	New
1314	Matrix Asset Advisors White Plains, New York	$118M	-$465K	5	12.85%	Reduced
1315	JWBC J.W. Burns & Co Dewitt, New York	$118M	-$784K	6	15.01%	Reduced
1316	NM NWI Management New York	$117M	-$40.4M	5	5.16%	Reduced
1317	Ardmore Road Asset Management New York	$117M	+$66.6M	4	17.02%	Increased
1318	Gladstone Institutional Advisory Palm Beach Gardens, Florida	$116M	+$7.73M	9	5.4%	Increased
1319	TD Private Client Wealth New York	$116M	-$4.83M	17	3.25%	Reduced
1320	Boussard & Gavaudan Investment Management London, United Kingdom	$116M	+$93.9M	3	9.68%	Increased
1321	Blue Chip Partners Farmington Hills, Michigan	$116M	+$2.25M	6	9.97%	Increased
1322	Brookfield Corp Toronto, Ontario, Canada	$116M	-$94.6M	1	0.7%	Reduced
1323	Novare Capital Management Charlotte, North Carolina	$116M	+$304K	6	9.75%	Increased
1324	Essex Financial Services Essex, Connecticut	$116M	+$815K	9	8.18%	Increased
1325	Fidelis Capital Partners Tampa, Florida	$116M	+$10.6M	6	11.58%	Increased