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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
1551	Miller Howard Investments Kingston, New York	$41.3M	+$15.2M	1	2.06%	Increased
1552	KCP KDI Capital Partners Raleigh, North Carolina	$41.2M	-$18.8M	4	21.43%	Reduced
1553	Waldron Private Wealth Bridgeville, Pennsylvania	$41.1M	-$3.14M	6	3.63%	Reduced
1554	Thomas White International Chicago, Illinois	$41.1M	-$1.67M	6	8.14%	Reduced
1555	Iron Gate Global Advisors Nsl, Utah	$41M	+$9.27M	5	19.92%	Increased
1556	Rossmore Private Capital Glastonbury, Connecticut	$40.7M	+$5.01M	6	11.25%	Increased
1557	MRCM M&R Capital Management Summit, New Jersey	$40.7M	-$1.56M	8	10.9%	Reduced
1558	Crossvault Capital Management San Antonio, Texas	$40.7M	+$2.67M	5	18.84%	Increased
1559	Greenwood Gearhart Fayetteville, Arkansas	$40.6M	-$2.35M	5	10.69%	Reduced
1560	V Wealth Advisors Overland Park, Kansas	$40.6M	+$4.78M	9	10.54%	Increased
1561	Fulcrum Capital Seattle, Washington	$40.5M	-$1.45M	5	15.36%	Reduced
1562	Nicola Wealth Management Vancouver, British Columbia, Canada	$40.5M	+$3.26M	4	5.61%	Increased
1563	Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$40.5M	+$1.41M	6	21.58%	Increased
1564	PP Professional Planning Thousand Oaks, California	$40.5M	+$27.5M	6	21.58%	Increased
1565	Ballentine Partners Waltham, Massachusetts	$40.5M	-$2.27M	9	1.94%	Reduced
1566	AGF Investments LLC Toronto, Ontario, Canada	$40.4M	+$4.24M	12	4.1%	Increased
1567	Vision Capital Management Portland, Oregon	$40.3M	-$1.95M	3	9.24%	Reduced
1568	Endurance Wealth Management Providence, Rhode Island	$40.2M	-$778K	14	6.6%	Reduced
1569	Maytus Capital Management New York	$40.2M	+$4.71M	5	20.72%	Increased
1570	CANC Culbertson A N & Co Charlottesville, Virginia	$40.2M	+$384K	6	11.03%	Increased
1571	Cadian Capital Management New York	$40.1M	+$4.45M	1	1.67%	Increased
1572	Valicenti Advisory Services Elmira, New York	$40.1M	-$811K	4	16.31%	Reduced
1573	KPS Global Asset Management (UK) London, United Kingdom	$40M	$0	2	7.89%	Maintained
1574	Intrust Bank Wichita, Kansas	$39.9M	+$1.7M	8	7.94%	Increased
1575	180 Wealth Advisors Federal Way, Washington	$39.9M	-$833K	8	15.84%	Reduced