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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	Griffin Asset Management New York	$59M	-$7.55M	9	9.07%	Reduced
1327	WA Wealth Advisors Rancho Santa Fe, California	$58.9M	+$49.5K	6	27.49%	Increased
1328	GPC Guardian Point Capital Charlottesville, Virginia	$58.8M	-$9.46M	2	20.49%	Reduced
1329	Bank of Hawaii Honolulu, Hawaii	$58.8M	+$1.68M	6	4.26%	Increased
1330	Birinyi Associates Westport, Connecticut	$58.7M	+$1.51M	5	24.77%	Increased
1331	MWM Madison Wealth Management Cincinnati, Ohio	$58.7M	-$693K	6	17.59%	Reduced
1332	TM Tiger Management New York	$58.6M	+$7.05M	5	16.69%	Increased
1333	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$58.6M	+$11.2M	5	7.19%	Increased
1334	Check Capital Management Costa Mesa, California	$58.6M	-$1.7M	3	3.58%	Reduced
1335	Ulysses Management New York	$58.5M	+$1.58M	2	6.42%	Increased
1336	Palisade Asset Management Minneapolis, Minnesota	$58.4M	-$832K	7	8.8%	Reduced
1337	Redwood Investments Boston, Massachusetts	$58.4M	-$2.28M	5	4.93%	Reduced
1338	AMG National Trust Bank Greenwood Village, Colorado	$58.4M	+$377K	7	2.4%	Increased
1339	Whitney & Co Rochester, New York	$58.4M	+$266K	7	10.94%	Increased
1340	Parcion Private Wealth Bellevue, Washington	$58M	+$5.69M	7	8.87%	Increased
1341	MayTech Global Investments New York	$57.9M	+$792K	5	15.46%	Increased
1342	Tarsadia Capital New York	$57.8M	-$56M	2	4.83%	Reduced
1343	Gratus Capital Atlanta, Georgia	$57.7M	-$10M	6	9.03%	Reduced
1344	Belpointe Asset Management Reno, Nevada	$57.7M	+$43K	12	6.42%	Increased
1345	Washington Trust Bank Spokane, Washington	$57.7M	+$119K	7	8.54%	Increased
1346	Equitable Holdings New York	$57.6M	+$2.43M	10	1.49%	Increased
1347	Nexus Investment Management Toronto, Ontario, Canada	$57.6M	-$8.62M	3	8.72%	Reduced
1348	J.P. Marvel Investment Advisors Boston, Massachusetts	$57.5M	+$354K	6	16.54%	Increased
1349	NatWest Group Edinburgh, Scotland, United Kingdom	$57.4M	-$3.42M	4	12.22%	Reduced
1350	Roundview Capital Princeton, New Jersey	$57.4M	-$1.43M	7	9.01%	Reduced