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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	TWC The Woodbridge Company Toronto, Ontario, Canada	$144M	$0	4	0.3%	Maintained
1302	Alerus Financial Grand Forks, North Dakota	$144M	+$1.83M	9	7.3%	Increased
1303	Knollwood Investment Advisory Hunt Valley, Maryland	$143M	+$291K	9	12.89%	Increased
1304	Essex Financial Services Essex, Connecticut	$142M	-$1.13M	9	8.51%	Reduced
1305	One Madison Group New York	$142M	+$24.3M	4	15.51%	Increased
1306	Matrix Asset Advisors White Plains, New York	$141M	-$710K	5	13.12%	Reduced
1307	Jacobs & Co San Francisco, California	$141M	-$1.99M	6	13.53%	Reduced
1308	TD Private Client Wealth New York	$141M	+$2.26M	19	3.18%	Increased
1309	MWA Miller Wealth Advisors Ridgeway, Colorado	$141M	+$460K	5	56.84%	Increased
1310	Fidelis Capital Partners Tampa, Florida	$141M	+$11M	10	10.98%	Increased
1311	BTC Capital Management Des Moines, Iowa	$140M	-$5.48M	5	9.68%	Reduced
1312	Platinum Investment Management Sydney Australia 2000, Australia	$140M	-$63.9M	6	9.06%	Reduced
1313	Wellington Shields Capital Management New York	$140M	-$1.31M	9	21.27%	Reduced
1314	Fiduciary Group Savannah, Georgia	$140M	-$954K	6	12.31%	Reduced
1315	C Chescapmanager Baltimore, Maryland	$140M	-$13.6M	3	13.38%	Reduced
1316	Sound Shore Management Greenwich, Connecticut	$140M	+$46.8M	2	4.62%	Increased
1317	Strategic Wealth Partners Independence, Ohio	$140M	-$13.5M	16	10.43%	Reduced
1318	VM Venator Management Pittsburgh, Pennsylvania	$140M	+$2.95M	3	33.3%	Increased
1319	Payden & Rygel Los Angeles, California	$140M	+$9.34M	5	11.58%	Increased
1320	JWBC J.W. Burns & Co Dewitt, New York	$139M	-$155K	6	15.71%	Reduced
1321	Soma Equity Partners San Francisco, California	$139M	+$2.21M	1	6.97%	Increased
1322	SCS Capital Management Boston, Massachusetts	$139M	-$9.7M	10	1.51%	Reduced
1323	BDWCC B&D White Capital Company Lakeway, Texas	$139M	+$18.4M	3	17.76%	Increased
1324	FRG Family Wealth Advisors Bellevue, Washington	$139M	-$631K	6	22.31%	Reduced
1325	Washington Trust Bank Spokane, Washington	$139M	+$5.91M	6	10.15%	Increased