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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
1326	Petrus Trust Company Dallas, Texas	$154M	-$13.4M	4	14.5%	Reduced
1327	Synergy Asset Management Vancouver, Washington	$154M	+$26.2M	5	14.49%	Increased
1328	Nicolet Bankshares Green Bay, Wisconsin	$153M	+$537K	9	4.87%	Increased
1329	Parker Investment Management Menlo Park, California	$153M	+$9.35M	4	11.64%	Increased
1330	NorthRock Partners Minneapolis, Minnesota	$153M	+$3.56M	13	2.21%	Increased
1331	Cache Advisors San Francisco, California	$152M	+$23.4M	11	12.91%	Increased
1332	Mar Vista Investment Partners Los Angeles, California	$152M	-$54M	5	15.1%	Reduced
1333	Keywise Capital Management (HK) Hong Kong	$152M	-$6.03M	1	20.66%	Reduced
1334	Appleton Partners Boston, Massachusetts	$152M	-$2.56M	7	9.29%	Reduced
1335	DA Dash Acquisitions Woodland Hills, California	$151M	-$7.58M	6	30.61%	Reduced
1336	Boston Common Asset Management Boston, Massachusetts	$151M	+$1.54M	5	8.95%	Increased
1337	Corda Investment Management Houston, Texas	$151M	+$5.89M	6	9.24%	Increased
1338	Advent Capital Management New York	$150M	+$140M	4	3.36%	Increased
1339	Kora Management Brooklyn, New York	$150M	-$89.6M	2	17.75%	Reduced
1340	CC Cornerstone Capital Palo Alto, California	$149M	-$183K	4	13.35%	Reduced
1341	LCM Lionstone Capital Management New York	$149M	$0	2	34.3%	Maintained
1342	RIA RPG Investment Advisory Pleasanton, California	$149M	-$3.23M	6	15.28%	Reduced
1343	Algert Global San Francisco, California	$149M	-$2.76M	15	1.76%	Reduced
1344	German American Bancorp Jasper, Indiana	$149M	-$366K	4	11.16%	Reduced
1345	Belpointe Asset Management Reno, Nevada	$148M	+$3.73M	15	4.84%	Increased
1346	Taikang Asset Management (HK) Hong Kong	$148M	-$19.5M	6	13.48%	Reduced
1347	Sagespring Wealth Partners Franklin, Tennessee	$148M	+$6.15M	13	2.27%	Increased
1348	71 West Capital Partners Boston, Massachusetts	$148M	+$23.1M	11	5.12%	Increased
1349	Blue Chip Partners Farmington Hills, Michigan	$147M	+$2.18M	6	9.3%	Increased
1350	Jacobs & Co San Francisco, California	$146M	-$448K	7	12.56%	Reduced