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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	Untitled Investments New York	$62.4M	-$13.2M	3	23.93%	Reduced
1377	Capstone Investment Advisors New York	$62.4M	-$83.9M	11	0.32%	Reduced
1378	Abbrea Capital Greenbrae, California	$62.1M	+$160K	6	10.54%	Increased
1379	Mane Global Capital Management New York	$62M	+$24.5M	2	6.71%	Increased
1380	EVM Evelyn V. Moreno	$61.9M	-$1.04M	6	14.02%	Reduced
1381	Churchill Management Los Angeles, California	$61.7M	+$4.45M	5	1.27%	Increased
1382	Axxcess Wealth Management Carlsbad, California	$61.4M	+$2.23M	7	4.65%	Increased
1383	Bourne Lent Asset Management Pawling, New York	$61.4M	-$435K	4	23.2%	Reduced
1384	Meeder Advisory Services Dublin, Ohio	$61.3M	+$1.08M	8	7.07%	Increased
1385	Fagan Associates Troy, New York	$61.3M	-$1.76M	4	15.26%	Reduced
1386	TFS Thoroughbred Financial Services Brentwood, Tennessee	$61.3M	+$759K	7	9.05%	Increased
1387	Keywise Capital Management (HK) Hong Kong	$61M	+$54.5M	3	13.86%	Increased
1388	Truxt Investmentos Rio De Janeiro, Brazil	$61M	+$22.2M	3	21.88%	Increased
1389	Soltis Investment Advisors St. George, Utah	$60.9M	+$12.9M	7	7.75%	Increased
1390	Driehaus Capital Management Chicago, Illinois	$60.8M	+$25.6M	6	0.85%	Increased
1391	CapWealth Advisors Franklin, Tennessee	$60.8M	-$5.62M	3	7.58%	Reduced
1392	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$60.6M	-$789K	6	7.06%	Reduced
1393	Canandaigua National Bank & Trust Canandaigua, New York	$60.5M	+$55.5M	6	10.18%	New
1394	First Merchants Corp Muncie, Indiana	$60.4M	-$482K	5	5.38%	Reduced
1395	Spinnaker Trust Portland, Maine	$60.4M	-$2.05M	7	4.57%	Reduced
1396	CMH Wealth Management Portsmouth, New Hampshire	$60M	+$2.54M	3	17.32%	Increased
1397	Tairen Capital Hong Kong	$59.9M	-$75.4M	5	9.07%	Reduced
1398	Greenwich Wealth Management Greenwich, Connecticut	$59.8M	-$95.4K	10	6.52%	Reduced
1399	SA Strategic Advisors New York	$59.8M	-$877K	8	12.1%	Reduced
1400	Focus Financial Network Minneapolis, Minnesota	$59.6M	-$1.71M	10	3.71%	Reduced