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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	Focus Partners Advisor Solutions Saint Louis, Missouri	$87.4M	+$7.53M	9	1.84%	Increased
1452	CCM Cohen Capital Management Corte Madera, California	$87.2M	+$1.91M	8	14.15%	Increased
1453	BC Belmont Capital Los Angeles, California	$87M	+$6.89M	7	14.46%	Increased
1454	Biondo Investment Advisors Milford, Pennsylvania	$87M	+$463K	5	11.92%	Increased
1455	Ramsay Stattman Vela & Price Colorado Springs, Colorado	$86.7M	-$790K	4	16.12%	Reduced
1456	Corda Investment Management Houston, Texas	$86.7M	-$1.13M	5	6.76%	Reduced
1457	Ally Financial Detroit, Michigan	$86.7M	+$31.7M	6	10.47%	Increased
1458	Mirabaud & Cie Geneva, Switzerland	$86.5M	+$26.6M	4	25.05%	Increased
1459	Seizert Capital Partners Birmingham, Michigan	$86.4M	+$740K	3	3.9%	Increased
1460	Avitas Wealth Management Los Angeles, California	$86.2M	-$1.66M	5	12.12%	Reduced
1461	J. Goldman & Co New York	$85.9M	-$70.1M	5	2.41%	Reduced
1462	Cyrus J. Lawrence New York	$85.9M	+$359K	6	16.85%	Increased
1463	TPG GP A Fort Worth, Texas	$85.8M	-$62.5M	2	1.46%	Reduced
1464	Lake Street Advisors Group Portsmouth, New Hampshire	$85.8M	-$3.06M	9	3.96%	Reduced
1465	IGYL I.G.Y. Ltd London, United Kingdom	$85.7M	$0	1	37.8%	Maintained
1466	Rossmore Private Capital Glastonbury, Connecticut	$85.6M	-$246K	6	10.57%	Reduced
1467	CMH Wealth Management Portsmouth, New Hampshire	$85.5M	+$4.92M	4	20.11%	Increased
1468	Courier Capital Buffalo, New York	$85.3M	-$121K	6	5.85%	Reduced
1469	AMG Ace Management Global Sao Paulo, Brazil	$85.1M	$0	2	25.39%	Maintained
1470	Montag & Caldwell Atlanta, Georgia	$85M	-$5.55M	5	17.26%	Reduced
1471	Te Ahumairangi Investment Management Wellington, New Zealand	$85M	+$10.4M	6	15.06%	Increased
1472	LS Investment Advisors Bloomfield Hills, Michigan	$84.7M	+$5.31M	5	12.51%	Increased
1473	Wealthcare Advisory Partners West Chester, Pennsylvania	$84.7M	+$855K	10	2.41%	Increased
1474	Sycomore Asset Management Paris, France	$84.7M	-$7.73M	8	14.05%	Reduced
1475	Foster & Motley Cincinnati, Ohio	$84.5M	-$246K	8	5.36%	Reduced