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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	CC Carlson Capital Dallas, Texas	$45.2M	+$26.2M	3	0.82%	Increased
1352	PC Packer & Co Cottesloe, Australia	$45.1M	$0	1	4.23%	Maintained
1353	SAM SP Asset Management Cupertino, California	$45.1M	-$300K	7	10.33%	Reduced
1354	Geneos Wealth Management Englewood, Colorado	$45.1M	+$1.64M	19	2.41%	Increased
1355	Berkshire Asset Management Wilkes Barre, Pennsylvania	$45M	-$2.52M	6	3.83%	Reduced
1356	WA Wealth Advisors Rancho Santa Fe, California	$45M	+$37.1M	5	25.65%	New
1357	Van Cleef Asset Management Beachwood, Ohio	$44.6M	+$238K	5	9.11%	Increased
1358	GIM Growth Interface Management Orlando, Florida	$44.6M	-$2.12M	2	16.85%	Reduced
1359	Group One Trading Chicago, Illinois	$44.6M	+$5.93M	15	0.3%	Increased
1360	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$44.5M	-$3.84M	5	1.84%	Reduced
1361	KFS Kurt F. Somerville	$44.5M	-$10.9K	5	8.35%	Reduced
1362	Compass Capital Management Minneapolis, Minnesota	$44.2M	-$616K	1	4.78%	Reduced
1363	FRI FountainCap Research & Investment Hong Kong, China	$44.2M	+$39.1M	1	31.49%	New
1364	Alexandria Capital Arlington, Virginia	$44.1M	-$64.6K	8	5.9%	Reduced
1365	Howe & Rusling Rochester, New York	$44.1M	-$1.69M	10	7.3%	Reduced
1366	Bank Pictet & Cie (Asia) Singapore	$44M	+$4.11M	6	18.83%	Increased
1367	ACM Aljian Capital Management Carson City, Nevada	$43.8M	+$949K	5	32.7%	Increased
1368	GPC Glen Point Capital London, United Kingdom	$43.8M	+$40.8M	2	9.04%	New
1369	Payden & Rygel Los Angeles, California	$43.7M	-$172K	5	2.73%	Reduced
1370	HA H2O AM London, United Kingdom	$43.7M	-$22.6M	4	10.35%	Reduced
1371	Dorsey & Whitney Trust Sioux Falls, South Dakota	$43.5M	-$418K	9	5.82%	Reduced
1372	Caprock Group Boise, Idaho	$43.5M	+$416K	8	7.78%	Increased
1373	BOK Financial Private Wealth Denver, Colorado	$43.3M	+$36.2M	6	3.66%	Increased
1374	Gratus Capital Atlanta, Georgia	$43.3M	-$1.74M	5	6.59%	Reduced
1375	Prospera Financial Services Dallas, Texas	$43.3M	+$12.9M	9	3.34%	Increased