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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	YCG LLC Austin, Texas	$54M	-$2.28M	2	7.7%	Reduced
1352	Jackson Wealth Management Lake Mary, Florida	$53.9M	+$8.53M	6	9.58%	Increased
1353	IFP Advisors Tampa, Florida	$53.8M	+$918K	22	4.26%	Increased
1354	Atlantic Union Bankshares Glen Allen, Virginia	$53.7M	-$41.6K	7	6.7%	Reduced
1355	General Pension Society PZU Joint Stock Warsaw, Poland	$53.7M	-$135K	3	24.78%	Reduced
1356	Dorsey & Whitney Trust Sioux Falls, South Dakota	$53.6M	-$429K	10	7.51%	Reduced
1357	RiverPark Advisors New York	$53.6M	+$6.64M	5	16.68%	Increased
1358	KFS Kurt F. Somerville	$53.5M	-$362K	5	9.87%	Reduced
1359	Bristol Gate Capital Partners Toronto, Ontario, Canada	$53.5M	+$47.7M	1	4.55%	New
1360	J.P. Marvel Investment Advisors Boston, Massachusetts	$53.4M	+$1.14M	6	16.89%	Increased
1361	BTR Capital Management Oakland, California	$53.3M	-$1.39M	6	10.01%	Reduced
1362	Clearstead Advisors Cleveland, Ohio	$53.3M	+$5.67M	11	6.17%	Increased
1363	Caxton Associates (New York) New York	$53.3M	-$114M	10	4.65%	Reduced
1364	Bank Pictet & Cie (Asia) Singapore	$53.3M	-$5.65M	6	22.98%	Reduced
1365	WMS Partners Towson, Maryland	$53.2M	+$2.74M	7	11.01%	Increased
1366	DDD Partners Bellevue, Washington	$53.2M	-$442K	4	15.24%	Reduced
1367	Engle Capital Management Greenwich, Connecticut	$52.9M	+$31.6M	2	8.53%	Increased
1368	BPM Bowling Portfolio Management Cincinnati, Ohio	$52.9M	-$526K	6	11.3%	Reduced
1369	Easterly Investment Partners Beverly, Massachusetts	$52.8M	+$13.8M	1	2.4%	Increased
1370	Essex Investment Management Boston, Massachusetts	$52.7M	-$9.8M	9	8.63%	Reduced
1371	Belpointe Asset Management Reno, Nevada	$52.6M	-$1.11M	12	6.81%	Reduced
1372	Birinyi Associates Westport, Connecticut	$52.5M	-$10.6M	5	25.95%	Reduced
1373	Tufton Capital Management Hunt Valley, Maryland	$52.5M	-$1.03M	6	11.56%	Reduced
1374	Van Cleef Asset Management Beachwood, Ohio	$52.3M	-$571K	5	10.65%	Reduced
1375	Valley Wealth Managers Paramus, New Jersey	$52.2M	+$601K	7	5.85%	Increased