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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
1526	Benchstone Capital Management New York	$115M	-$17.3M	5	12.43%	Reduced
1527	Transcend Capital Advisors Madison, New Jersey	$115M	-$14M	16	8.92%	Reduced
1528	Linscomb Wealth Houston, Texas	$115M	-$2.37M	6	4.84%	Reduced
1529	Jasper Ridge Partners Menlo Park, California	$115M	-$2.21M	10	2.55%	Reduced
1530	GA GFS Advisors Houston, Texas	$115M	+$49.9M	6	13.68%	Increased
1531	Cambiar Investors Denver, Colorado	$114M	-$11.6M	2	5.12%	Reduced
1532	Cache Advisors San Francisco, California	$114M	+$12.6M	11	14.06%	Increased
1533	J.P. Marvel Investment Advisors Boston, Massachusetts	$114M	-$2.65M	5	15.88%	Reduced
1534	WDA Wendell David Associates Portsmouth, New Hampshire	$114M	-$999K	7	11.62%	Reduced
1535	Ramsay Stattman Vela & Price Colorado Springs, Colorado	$114M	+$410K	4	20.59%	Increased
1536	Integrity Alliance Urbandale, Iowa	$114M	+$23.1M	10	4.17%	Increased
1537	Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$114M	-$7M	3	37.71%	Reduced
1538	Red Door Wealth Management Memphis, Tennessee	$114M	+$1.77M	8	11.87%	Increased
1539	Tandem Investment Advisors Charleston, South Carolina	$114M	-$6.49M	4	4.24%	Reduced
1540	Sound View Wealth Advisors Group Savannah, Georgia	$113M	-$1.29M	6	7.6%	Reduced
1541	Smithbridge Asset Management Chadds Ford, Pennsylvania	$113M	+$33.5M	6	9.68%	Increased
1542	MIM Marco Investment Management Atlanta, Georgia	$113M	+$908K	6	8.49%	Increased
1543	Harbour Trust & Investment Management Michigan City, Indiana	$113M	+$4.89M	6	11.54%	Increased
1544	Quest Investment Management Lake Oswego, Oregon	$113M	-$2.61M	7	12.16%	Reduced
1545	RFG Advisory Birmingham, Alabama	$113M	+$1.32M	13	2.12%	Increased
1546	Stratos Wealth Advisors Beachwood, Ohio	$112M	+$4.52M	7	5.43%	Increased
1547	Matthew Goff Investment Advisor Houston, Texas	$112M	-$2.46M	5	19.92%	Reduced
1548	Icon Wealth Advisors Houston, Texas	$112M	+$944K	6	7.49%	Increased
1549	Anderson Hoagland & Co St Louis, Missouri	$112M	+$943K	5	9.66%	Increased
1550	SC Saybrook Capital Winston Salem, North Carolina	$112M	-$1.37M	3	27.96%	Reduced