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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
1376	FPCM Financial Partners Capital Management New York	$42.2M	+$45.6M	6	13.48%	New
1377	Valley Wealth Managers Paramus, New Jersey	$42.2M	-$898K	6	5.48%	Reduced
1378	ACM Aljian Capital Management Carson City, Nevada	$42.2M	+$693K	5	34.66%	Increased
1379	Van Cleef Asset Management Beachwood, Ohio	$42.1M	+$122K	5	10.34%	Increased
1380	Granahan Investment Management Waltham, Massachusetts	$42.1M	+$10.9M	5	2.27%	Increased
1381	Steamboat Capital Partners Rye, New York	$42M	+$7.53M	3	8.25%	Increased
1382	Emerson Point Capital Larchmont, New York	$42M	-$5.24M	2	11.1%	Reduced
1383	KFS Kurt F. Somerville	$41.9M	-$405K	5	9.3%	Reduced
1384	LLL Lynrock Lake LP Rye Brook, New York	$41.9M	+$21.9M	1	4.13%	Increased
1385	Focus Financial Network Minneapolis, Minnesota	$41.7M	+$2.64M	8	5.59%	Increased
1386	Whitney & Co Rochester, New York	$41.7M	+$7.41M	7	10.28%	Increased
1387	IFP Advisors Tampa, Florida	$41.6M	+$2.22M	20	4.2%	Increased
1388	DDD Partners Bellevue, Washington	$41.6M	+$5.68M	4	14.44%	Increased
1389	Lyell Wealth Management Menlo Park, California	$41.6M	+$2.92M	6	12.43%	Increased
1390	Advisornet Financial Minnetonka, Minnesota	$41.5M	+$364K	18	3.83%	Increased
1391	BPM Bowling Portfolio Management Cincinnati, Ohio	$41.5M	-$2.71M	6	10.22%	Reduced
1392	Carlson Capital Dallas, Texas	$41.4M	-$899K	3	1.09%	Reduced
1393	Southeast Asset Advisors Thomasville, Georgia	$41.3M	-$331K	3	12.05%	Reduced
1394	Pacific Global Investment Management Glendale, California	$41.1M	-$3.34M	5	13.06%	Reduced
1395	HCM Harspring Capital Management New York	$41M	+$21.6M	2	22.93%	Increased
1396	J.P. Marvel Investment Advisors Boston, Massachusetts	$40.9M	+$48K	6	15.49%	Increased
1397	Alexandria Capital Arlington, Virginia	$40.7M	-$1.02M	8	6.67%	Reduced
1398	SVA Wealth Management Madison, Wisconsin	$40.7M	+$1.44M	5	4.67%	Increased
1399	Fairpointe Capital Chicago, Illinois	$40.6M	-$27.5M	3	6.08%	Reduced
1400	Jackson Wealth Management Lake Mary, Florida	$40.5M	-$7.02M	5	8.47%	Reduced