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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	Ninety One Cape Town, South Africa	$158M	-$19.9M	4	6.81%	Reduced
1302	German American Bancorp Jasper, Indiana	$157M	-$4.65M	4	13.4%	Reduced
1303	Elequin Capital New York	$156M	-$20.6M	11	11.62%	Reduced
1304	Moran Wealth Management Naples, Florida	$156M	-$15.4M	11	4.79%	Reduced
1305	Cullen Capital Management New York	$156M	-$10.6M	5	1.71%	Reduced
1306	Wellington Shields Capital Management New York	$156M	+$2.1M	7	22.7%	Increased
1307	NM NWI Management New York	$155M	+$81.3M	6	7.15%	Increased
1308	PHC Palidye Holdings (Caymans) Grand Cayman, Cayman Islands	$155M	+$161M	2	31.51%	New
1309	IQ EQ Fund Management Dublin 2, Ireland	$155M	+$10.1M	11	10.68%	Increased
1310	Oslo Pensjonsforsikring Oslo,	$154M	-$9.8M	11	22.74%	Reduced
1311	Coastline Trust Providence, Rhode Island	$154M	+$18.8M	9	14.46%	Increased
1312	Clough Capital Partners Boston, Massachusetts	$153M	-$834K	4	13.62%	Reduced
1313	Barlow Wealth Partners Louisville, Kentucky	$153M	-$535K	6	16.55%	Reduced
1314	NorthRock Partners Minneapolis, Minnesota	$153M	-$65.8M	10	2.59%	Reduced
1315	MidFirst Bank Oklahoma City, Oklahoma	$153M	+$156M	16	12.21%	New
1316	Tran Capital Management San Rafael, California	$153M	+$51.1K	4	18.34%	Increased
1317	Ariel Investments Chicago, Illinois	$153M	+$17.9M	4	1.65%	Increased
1318	TM Tikvah Management Charlotte, North Carolina	$153M	$0	3	40.85%	Maintained
1319	TFS Thoroughbred Financial Services Brentwood, Tennessee	$153M	+$1.29M	11	9.03%	Increased
1320	WestEnd Advisors Charlotte, North Carolina	$152M	-$60.1M	9	3.54%	Reduced
1321	General Pension Society PZU Joint Stock Warsaw, Poland	$152M	+$7.2M	4	30.72%	Increased
1322	SeaCrest Wealth Management Purchase, New York	$152M	-$2.3M	11	15.36%	Reduced
1323	Synergy Asset Management Vancouver, Washington	$152M	-$287M	4	15.78%	Reduced
1324	Coerente Capital Management Toronto, Ontario, Canada	$152M	-$16.1M	6	27.67%	Reduced
1325	Savvy Advisors Inc New York	$152M	+$31.2M	13	4.89%	Increased