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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	Country Club Bank Kansas City, Missouri	$90.5M	-$2.15M	6	6.09%	Reduced
1402	BFS Bard Financial Services Branford, Connecticut	$90.5M	-$2.42M	6	11.06%	Reduced
1403	Greenwood Gearhart Fayetteville, Arkansas	$90.2M	-$2.39M	6	6.24%	Reduced
1404	Clear Harbor Asset Management Stamford, Connecticut	$90.2M	-$286K	8	7.12%	Reduced
1405	Jaffetilchin Investment Partners Tampa, Florida	$90M	-$1.98M	8	6.53%	Reduced
1406	Stack Financial Management Whitefish, Montana	$89.9M	-$934K	1	7.48%	Reduced
1407	PI Pennant Investors Summit, New Jersey	$89.7M	+$11M	3	23.41%	Increased
1408	Zweig-DiMenna Associates New York	$89.7M	-$35.2M	5	14.21%	Reduced
1409	Invictus Private Wealth Denver, Colorado	$89.7M	+$2.01M	6	7.11%	Increased
1410	VestGen Advisors Inverness, Illinois	$89.6M	+$101M	8	4.07%	New
1411	Trinity Street Asset Management London, United Kingdom	$89.6M	+$8.15M	3	9.06%	Increased
1412	Globeflex Capital San Diego, California	$89.6M	+$10.3M	8	8.27%	Increased
1413	CPH C Partners Holding Zurich, Switzerland	$89.2M	+$7.89M	2	23.28%	Increased
1414	Geneos Wealth Management Englewood, Colorado	$89.2M	+$7.8M	25	2.99%	Increased
1415	SAM Scopus Asset Management New York	$89.1M	-$24.6M	1	1.76%	Reduced
1416	Junto Capital Management New York	$89M	-$63.8M	2	1.86%	Reduced
1417	Valley Wealth Managers Paramus, New Jersey	$88.9M	-$1.74M	11	6.74%	Reduced
1418	Venturi Wealth Management Austin, Texas	$88.5M	+$6.55M	10	4.61%	Increased
1419	Jasper Ridge Partners Menlo Park, California	$88.3M	+$222K	10	2.84%	Increased
1420	Stillwater Capital Advisors Devon, Pennsylvania	$88.1M	-$955K	4	12.29%	Reduced
1421	Harvey Capital Management Palm Beach, Florida	$87.9M	-$5.24M	6	22.99%	Reduced
1422	Newbrook Capital Advisors New York	$87.8M	-$36.2M	1	13.86%	Reduced
1423	Integrated Advisors Network Dallas, Texas	$87.8M	-$24.4M	10	4.43%	Reduced
1424	IGYL I.G.Y. Ltd London, United Kingdom	$87.5M	$0	1	36.91%	Maintained
1425	Webster Bank Waterbury, Connecticut	$87.5M	+$1.19M	12	9.62%	Increased