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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
1426	CIA Covington Investment Advisors Ligonier, Pennsylvania	$77.7M	+$1.05M	3	14.1%	Increased
1427	Waldron Private Wealth Bridgeville, Pennsylvania	$77.5M	-$1.71M	6	3.69%	Reduced
1428	Lakewood Capital Management New York	$77.5M	-$7.26M	3	6.48%	Reduced
1429	Webster Bank Waterbury, Connecticut	$77.4M	+$1.15M	11	9.48%	Increased
1430	Quadrant Capital Group Cincinnati, Ohio	$77.4M	+$1.6M	24	6.65%	Increased
1431	Meeder Advisory Services Dublin, Ohio	$77.3M	+$2.54M	9	8.85%	Increased
1432	Sycomore Asset Management Paris, France	$77.2M	+$3.11M	8	16.57%	Increased
1433	Arkadios Wealth Advisors Atlanta, Georgia	$77.2M	+$551K	10	6.53%	Increased
1434	Bar Harbor Wealth Management Concord, New Hampshire	$77.2M	+$2.43M	8	5.75%	Increased
1435	Sound Shore Management Greenwich, Connecticut	$77.2M	+$18.3M	1	2.68%	Increased
1436	Professional Advisory Services Vero Beach, Florida	$77.2M	-$522K	6	11.03%	Reduced
1437	Point72 Middle East FZE Dubai, United Arab Emirates	$77.1M	+$32.1M	11	2.28%	Increased
1438	CapWealth Advisors Franklin, Tennessee	$77.1M	-$4.87M	4	9.4%	Reduced
1439	FDx Advisors Chicago, Illinois	$77M	+$1.42M	10	5.96%	Increased
1440	Anchor Investment Management Columbia, South Carolina	$77M	+$3.72M	13	8.81%	Increased
1441	Clear Harbor Asset Management Stamford, Connecticut	$76.8M	-$2.6M	8	7.05%	Reduced
1442	Greenwood Gearhart Fayetteville, Arkansas	$76.8M	-$27.2M	8	8.19%	Reduced
1443	Barlow Wealth Partners Louisville, Kentucky	$76.5M	+$73.1M	5	10.88%	New
1444	Flagship Harbor Advisors Boston, Massachusetts	$76.5M	+$7.71M	9	5.57%	Increased
1445	WDA Wendell David Associates Portsmouth, New Hampshire	$76.4M	+$513K	7	8.23%	Increased
1446	Pacific Global Investment Management Glendale, California	$76.3M	-$1.27M	6	15.56%	Reduced
1447	Summit Partners Public Asset Management Boston, Massachusetts	$76.2M	-$69.5M	2	3.16%	Reduced
1448	North Star Investment Management Chicago, Illinois	$76.1M	-$501K	15	5.85%	Reduced
1449	Sora Investors Bryn Mawr, Pennsylvania	$76M	+$39M	4	12.82%	Increased
1450	SAM Scopus Asset Management New York	$76M	-$14M	1	1.92%	Reduced