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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	Titan Investment Solutions London,	$130M	-$19.8M	6	16.67%	Reduced
1302	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$130M	-$56.8M	10	3.01%	Reduced
1303	Schnieders Capital Management Pasadena, California	$130M	-$7.85M	6	20.62%	Reduced
1304	SeaCrest Wealth Management Purchase, New York	$129M	-$1.95M	11	13.84%	Reduced
1305	Moran Wealth Management Naples, Florida	$129M	-$7.88M	10	3.94%	Reduced
1306	Stephens Investment Management Group Houston, Texas	$129M	+$30.4M	6	1.76%	Increased
1307	Jacobs & Co San Francisco, California	$128M	+$518K	6	12.67%	Increased
1308	Coastline Trust Providence, Rhode Island	$128M	-$3.26M	9	12.69%	Reduced
1309	Apollo Management Holdings New York	$127M	$0	1	1.67%	Maintained
1310	Blue Chip Partners Farmington Hills, Michigan	$127M	-$1.02M	5	9.14%	Reduced
1311	Keywise Capital Management (HK) Hong Kong	$127M	-$307M	1	20.13%	Reduced
1312	MidFirst Bank Oklahoma City, Oklahoma	$127M	-$10.5M	16	10.49%	Reduced
1313	Beacon Investment Advisory Services Morristown, New Jersey	$127M	-$25.9M	12	5.2%	Reduced
1314	Sagespring Wealth Partners Franklin, Tennessee	$126M	-$11.4M	12	2.3%	Reduced
1315	Fiduciary Group Savannah, Georgia	$126M	-$930K	6	10.8%	Reduced
1316	Fagan Associates Troy, New York	$126M	-$1.01M	6	17.57%	Reduced
1317	Belpointe Asset Management Reno, Nevada	$126M	+$16M	13	4.59%	Increased
1318	Venturi Wealth Management Austin, Texas	$126M	+$3.41M	8	5.66%	Increased
1319	Apella Capital West Hartford, Connecticut	$126M	+$29M	8	1.86%	Increased
1320	Van Cleef Asset Management Beachwood, Ohio	$126M	-$198K	5	13.52%	Reduced
1321	RIA RPG Investment Advisory Pleasanton, California	$125M	-$2.61M	6	15.12%	Reduced
1322	LCM Lionstone Capital Management New York	$125M	$0	2	30.33%	Maintained
1323	Baxter Bros Inc Riverside, Connecticut	$125M	-$1.06M	6	15.46%	Reduced
1324	Northside Capital Management Hood River, Oregon	$125M	+$3.58M	7	10.98%	Increased
1325	MIC Maxi Investments CY Limassol, Cyprus	$124M	+$20M	9	27.2%	Increased