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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
1476	Transcend Capital Advisors Madison, New Jersey	$124M	+$12M	18	8.36%	Increased
1477	Broad Bay Capital Management New York	$124M	+$9.8M	2	11.58%	Increased
1478	BOCHK Asset Management Hong Kong	$124M	+$38M	12	19.5%	Increased
1479	CCM Coerente Capital Management Toronto, Ontario, Canada	$124M	-$17.5M	6	22.75%	Reduced
1480	Cortland Associates St Louis, Missouri	$124M	-$53.8M	5	17.86%	Reduced
1481	CapWealth Advisors Franklin, Tennessee	$123M	+$2.89M	6	8.45%	Increased
1482	WestEnd Advisors Charlotte, North Carolina	$123M	-$13.8M	9	2.74%	Reduced
1483	One Madison Group New York	$123M	+$382K	2	11.8%	Increased
1484	Zuckerman Investment Group Chicago, Illinois	$123M	+$5.3M	6	10.38%	Increased
1485	IA Integrity Alliance Urbandale, Iowa	$122M	+$7.64M	12	3.83%	Increased
1486	PHC Palidye Holdings (Caymans) Grand Cayman, Cayman Islands	$122M	+$1.81M	3	21.9%	Increased
1487	Dillon & Associates Jackson, Michigan	$122M	+$1.32M	4	14.94%	Increased
1488	Integrated Advisors Network Dallas, Texas	$122M	+$23.7M	9	5.61%	Increased
1489	AL Arnhold LLC New York	$122M	+$5.17M	8	8.53%	Increased
1490	Stillwater Capital Advisors Devon, Pennsylvania	$122M	-$903K	6	12.41%	Reduced
1491	Robinhood Asset Management Menlo Park, California	$122M	+$1.36M	4	6.51%	Increased
1492	RBF Capital San Francisco, California	$121M	+$5.36M	8	5.05%	Increased
1493	CCM Investment Advisers Columbia, South Carolina	$121M	+$3.5M	5	9.39%	Increased
1494	SlateStone Wealth Jupiter, Florida	$121M	-$4.05M	9	9.29%	Reduced
1495	Caldwell Trust Venice, Florida	$121M	-$318K	10	9.8%	Reduced
1496	Angeles Wealth Management Santa Monica, California	$121M	+$13.8M	13	5.53%	Increased
1497	Wilkinson Global Asset Management New York	$121M	-$20.5M	4	9.58%	Reduced
1498	Procyon Advisors Shelton, Connecticut	$121M	-$16.5K	11	5.2%	Reduced
1499	XTX Topco George Town, Cayman Islands	$120M	+$17M	37	1.56%	Increased
1500	Renaissance Group Covington, Kentucky	$120M	-$15.1M	7	4.89%	Reduced