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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
1351	MAM Morse Asset Management Darien, Connecticut	$40.7M	-$14.8M	6	15.2%	Reduced
1352	Bank Pictet & Cie (Asia) Singapore	$40.6M	+$1.41M	6	18.32%	Increased
1353	Kingsview Wealth Management Grants Pass, Oregon	$40.4M	+$706K	9	6.35%	Increased
1354	Summit Partners Public Asset Management Boston, Massachusetts	$40.4M	-$5.67M	2	3.98%	Reduced
1355	KFS Kurt F. Somerville	$40.4M	+$376K	6	7.99%	Increased
1356	Grassi Investment Management Santa Clara, California	$40.4M	-$3.92M	8	6.06%	Reduced
1357	Lincoln National Corp Radnor, Pennsylvania	$40.3M	+$4.33M	8	1.49%	Increased
1358	Howe & Rusling Rochester, New York	$40.3M	+$5.22M	11	7.06%	Increased
1359	Horiko Capital Management New York	$40.2M	+$10.3M	4	30.38%	Increased
1360	Dorsey & Whitney Trust Sioux Falls, South Dakota	$40M	+$2.07M	9	5.9%	Increased
1361	Iconiq Capital San Francisco, California	$39.9M	+$1.28M	5	1.61%	Increased
1362	Van Cleef Asset Management Beachwood, Ohio	$39.9M	-$995K	5	8.8%	Reduced
1363	Stonebridge Capital Advisors St Paul, Minnesota	$39.9M	-$613K	16	6.88%	Reduced
1364	Capula Management Grand Cayman, Cayman Islands	$39.8M	+$37M	4	0.85%	Increased
1365	Level Four Advisory Services Dallas, Texas	$39.8M	+$742K	9	4.12%	Increased
1366	KLCM Advisors Milwaukee, Wisconsin	$39.7M	+$457K	6	10.13%	Increased
1367	Sheaff Brock Investment Advisors Indianapolis, Indiana	$39.7M	-$92.8K	9	4.3%	Reduced
1368	BLB&B Advisors Montgomeryville, Pennsylvania	$39.7M	-$13.2K	7	4.47%	Reduced
1369	Mizuho Securities Tokyo, Japan	$39.6M	+$28M	8	26.53%	Increased
1370	Advisornet Financial Minnetonka, Minnesota	$39.6M	+$5.66M	18	3.64%	Increased
1371	Compass Capital Management Minneapolis, Minnesota	$39.6M	-$911K	1	4.63%	Reduced
1372	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$39.6M	+$927K	2	7.59%	Increased
1373	Polaris Wealth Advisory Group San Rafael, California	$39.5M	-$1.38M	6	3.23%	Reduced
1374	Caprock Group Boise, Idaho	$39.5M	-$661K	8	7.71%	Reduced
1375	Alexandria Capital Arlington, Virginia	$39.5M	+$1.11M	8	5.84%	Increased