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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
1451	CAM Centre Asset Management New York	$53.6M	+$14.1M	4	14.22%	Increased
1452	TrinityPoint Wealth Milford, Connecticut	$53.5M	-$2.66M	6	11.81%	Reduced
1453	WC Westwind Capital Las Cruces, New Mexico	$53.4M	+$159K	4	17.47%	Increased
1454	Prelude Capital Management New York	$53.3M	+$10.8M	16	1.52%	Increased
1455	KFS Kurt F. Somerville	$53.3M	+$347K	5	10.12%	Increased
1456	First Merchants Corp Muncie, Indiana	$53.3M	-$277K	5	5.27%	Reduced
1457	CCM Investment Advisers Columbia, South Carolina	$53.3M	-$264K	3	8.57%	Reduced
1458	PIM Progressive Investment Management Lake Oswego, Oregon	$53.2M	+$1.9M	5	20.77%	Increased
1459	Wealthspire Advisors (New York) New York	$53.1M	+$17.7M	9	1.11%	Increased
1460	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$53.1M	+$264M	5	11.59%	Increased
1461	FPCM Financial Partners Capital Management New York	$53.1M	+$53.2K	6	11.41%	Increased
1462	Brandes Investment Partners La Jolla, California	$53M	+$3.77M	4	1.29%	Increased
1463	Matthew Goff Investment Advisor Houston, Texas	$52.9M	-$1.03M	6	14.24%	Reduced
1464	Ashton Thomas Private Wealth Scottsdale, Arizona	$52.7M	-$4.42M	7	5.71%	Reduced
1465	Edgar Lomax Company Kingstowne, Virginia	$52.7M	+$1.38M	1	3.3%	Increased
1466	Oakworth Capital Birmingham, Alabama	$52.7M	+$2.34M	11	5.3%	Increased
1467	Rossmore Private Capital Glastonbury, Connecticut	$52.7M	+$1.11M	6	9.12%	Increased
1468	Westchester Capital Management (New York) Valhalla, New York	$52.6M	+$52.3M	1	1.47%	Increased
1469	Regents of the University of California Oakland, California	$52.6M	$0	1	10.53%	Maintained
1470	Greenlight Capital New York	$52.6M	+$34.4M	1	4.09%	Increased
1471	Clarkston Capital Partners Rochester, Michigan	$52.5M	+$4.03M	6	0.96%	Increased
1472	AGP Akaris Global Partners New York	$52.2M	+$8.11M	2	18.63%	Increased
1473	Willis Investment Counsel Gainesville, Georgia	$52.1M	+$1.95M	2	3.19%	Increased
1474	James Investment Research Alpha, Ohio	$52M	-$7.02M	8	6.97%	Reduced
1475	RWA Wealth Partners Newton, Massachusetts	$51.9M	+$6.28M	8	3.51%	Increased