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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
1401	Mechanics Bank - Trust Department Walnut Creek, California	$57.8M	+$1.21M	5	10.3%	Increased
1402	Transform Wealth Greenwood Village, Colorado	$57.7M	-$2.25M	4	8.58%	Reduced
1403	DR Davis Rea Toronto, Ontario, Canada	$57.7M	+$21.8M	5	17.16%	Increased
1404	MWM Madison Wealth Management Cincinnati, Ohio	$57.5M	-$1.96M	5	13.95%	Reduced
1405	Quantinno Capital Management New York	$57.5M	+$12.9M	13	8.3%	Increased
1406	FM Freemont Management Vaud, Switzerland	$57.5M	+$1.46M	5	9.93%	Increased
1407	AA Ancient Art Austin, Texas	$57.4M	+$3.3M	2	8.83%	Increased
1408	Schnieders Capital Management Pasadena, California	$57.3M	-$3.23M	6	17.09%	Reduced
1409	CIA Covington Investment Advisors Ligonier, Pennsylvania	$57.3M	-$16.5K	3	14.48%	Reduced
1410	Verus Capital Partners Scottsdale, Arizona	$57.2M	-$14.1M	8	11.21%	Reduced
1411	BPM Bowling Portfolio Management Cincinnati, Ohio	$57M	-$1.7M	6	14.38%	Reduced
1412	Cigna Investments Bloomfield, Connecticut	$57M	-$24.2M	9	11.34%	Reduced
1413	Novo Holdings A/S Hellerup, Denmark	$56.9M	$0	1	2.8%	Maintained
1414	Nicola Wealth Management Vancouver, British Columbia, Canada	$56.6M	-$1.18M	4	5.4%	Reduced
1415	PGIM Pacific Global Investment Management Glendale, California	$56.5M	+$34.4K	6	13.31%	Increased
1416	WDA Wendell David Associates Portsmouth, New Hampshire	$56.4M	-$982K	7	7.18%	Reduced
1417	Canandaigua National Corp Canandaigua, New York	$56M	-$421K	6	9.92%	Reduced
1418	TCOT Trust Company of Toledo Holland, Ohio	$55.9M	-$224K	6	9.8%	Reduced
1419	Adero Partners Pleasanton, California	$55.8M	+$2.25M	8	7.92%	Increased
1420	Maytus Capital Management New York	$55.8M	-$3.95M	5	15.33%	Reduced
1421	Mitchell Capital Management Leawood, Kansas	$55.8M	-$2.99M	3	15.63%	Reduced
1422	Anderson Hoagland & Co St Louis, Missouri	$55.6M	+$1.39M	2	8.35%	Increased
1423	CC Cypress Capital Franklin, Tennessee	$55.6M	-$852K	7	7.91%	Reduced
1424	E Ergoteles New York	$55.5M	-$18.3M	11	1.66%	Reduced
1425	IHT Wealth Management Chicago, Illinois	$55.5M	-$287K	8	4.89%	Reduced