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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	EPC Emerson Point Capital Larchmont, New York	$46.8M	+$17.8M	2	10.78%	Increased
1327	MWM Madison Wealth Management Cincinnati, Ohio	$46.8M	+$44.8M	6	13.43%	New
1328	Summit Securities Group New York	$46.7M	+$40M	4	3.53%	Increased
1329	SCM Soros Capital Management New York	$46.7M	+$43M	4	12.79%	New
1330	HCM Horiko Capital Management New York	$46.6M	+$402K	4	31.48%	Increased
1331	RSS Rosenblum Silverman Sutton San Francisco, California	$46.5M	-$781K	5	16.98%	Reduced
1332	Sabal Trust St. Petersburg, Florida	$46.4M	-$123K	6	3.68%	Reduced
1333	AA Armor Advisors New York	$46.3M	+$42.7M	2	26.14%	New
1334	Polaris Wealth Advisory Group San Rafael, California	$46.2M	-$1.67M	7	3.08%	Reduced
1335	PC Passport Capital San Francisco, California	$46.2M	+$44.3M	1	11.71%	New
1336	Simmons Bank Pine Bluff, Arkansas	$46.1M	-$42.3K	9	4.13%	Reduced
1337	SCA Sander Capital Advisors Seattle, Washington	$46.1M	+$3.94M	2	27.7%	Increased
1338	PGIM Pacific Global Investment Management Glendale, California	$46.1M	+$516K	6	9.98%	Increased
1339	Sonora Investment Management Tucson, Arizona	$46M	+$3.19M	14	4.35%	Increased
1340	TCF National Bank Sioux Falls, South Dakota	$46M	+$48.6K	6	5.19%	Increased
1341	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$45.8M	+$2.58M	2	8.9%	Increased
1342	BPM Bowling Portfolio Management Cincinnati, Ohio	$45.8M	-$6.74M	6	7.8%	Reduced
1343	Jacobs & Co San Francisco, California	$45.8M	-$382K	6	6.95%	Reduced
1344	DBG De Burlo Group Boston, Massachusetts	$45.8M	+$12.4M	3	9.25%	Increased
1345	Bar Harbor Wealth Management Concord, New Hampshire	$45.7M	+$1.13M	8	5%	Increased
1346	MA Mutual Advisors Omaha, Nebraska	$45.5M	+$5.87M	10	4.84%	Increased
1347	Avidian Wealth Enterprises Houston, Texas	$45.3M	+$864K	6	6.44%	Increased
1348	HBK Investments Dallas, Texas	$45.3M	+$16M	5	0.44%	Increased
1349	Sompo Asset Management Tokyo, Japan	$45.3M	-$2.4M	7	10.63%	Reduced
1350	Valley Wealth Managers Paramus, New Jersey	$45.3M	-$1.29M	5	4.53%	Reduced