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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	JWBC J.W. Burns & Co Dewitt, New York	$121M	-$3.73M	6	13.82%	Reduced
1352	Cornerstone Wealth Group Huntersville, North Carolina	$121M	+$10.8M	6	7.74%	Increased
1353	LVM Capital Management Portage, Michigan	$121M	-$298K	6	11.37%	Reduced
1354	Cullen Capital Management New York	$120M	-$2.82M	4	1.24%	Reduced
1355	WestEnd Advisors Charlotte, North Carolina	$120M	-$12.3M	9	2.9%	Reduced
1356	Renaissance Group Covington, Kentucky	$120M	-$25.8M	6	5.02%	Reduced
1357	DCM Dupont Capital Management Wilmington, Delaware	$120M	-$2.72M	3	13.65%	Reduced
1358	Delta Global Management New York	$120M	+$14.8M	7	9.78%	Increased
1359	Whetstone Capital Advisors Shawnee Mission, Kansas	$119M	-$3.69M	5	41.43%	Reduced
1360	Contrarius Group Holdings Hamilton, Bermuda	$119M	-$144M	3	6.75%	Reduced
1361	Means Investment Company Bangor, Maine	$119M	+$2.56M	9	10.37%	Increased
1362	Clough Capital Partners Boston, Massachusetts	$119M	-$18.8M	3	11.43%	Reduced
1363	DigitalBridge Group Boca Raton, Florida	$119M	+$25.6M	2	7.49%	Increased
1364	AlphaCore Capital La Jolla, California	$119M	-$23.3M	19	2.81%	Reduced
1365	GHP Investment Advisors Denver, Colorado	$118M	+$5.14M	15	4.87%	Increased
1366	Palisade Capital Management Fort Lee, New Jersey	$118M	-$2.48M	7	3.94%	Reduced
1367	Laura & John Arnold Foundation Houston, Texas	$118M	-$103M	2	27.52%	Reduced
1368	Ardmore Road Asset Management New York	$118M	-$16.8M	4	7.78%	Reduced
1369	Sycomore Asset Management Paris, France	$118M	$0	7	16.44%	Maintained
1370	Parker Investment Management Menlo Park, California	$118M	-$53M	4	17.9%	Reduced
1371	Invictus Private Wealth Denver, Colorado	$118M	+$5.94M	6	7.27%	Increased
1372	ARS Wealth Advisors Group St. Petersburg, Florida	$118M	+$1.39M	6	9.95%	Increased
1373	AMG National Trust Bank Greenwood Village, Colorado	$118M	+$14.6M	7	2.55%	Increased
1374	PHC Palidye Holdings (Caymans) Grand Cayman, Cayman Islands	$117M	-$867K	3	21.79%	Reduced
1375	Greenwich Wealth Management Greenwich, Connecticut	$117M	-$1.25M	9	4.79%	Reduced