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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	Ironwood Investment Counsel Scottsdale, Arizona	$43.9M	+$277K	7	11.89%	Increased
1552	Winton Group London, United Kingdom	$43.9M	-$18.9M	14	1.43%	Reduced
1553	First Merchants Corp Muncie, Indiana	$43.8M	+$2.1M	6	3.34%	Increased
1554	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$43.7M	+$1.11M	6	9.34%	Increased
1555	Guardian Capital (Canada) Toronto, Ontario, Canada	$43.6M	-$1.11M	4	1.15%	Reduced
1556	Columbus Circle Investors	$43.6M	-$103M	7	1.9%	Reduced
1557	CIA Covington Investment Advisors Ligonier, Pennsylvania	$43.6M	+$8.06M	3	12.5%	Increased
1558	Bellevue Asset Management Bellevue, Washington	$43.5M	+$33.6M	13	30.39%	Increased
1559	Dubuque Bank & Trust Dubuque, Iowa	$43.4M	-$4.16M	8	6.38%	Reduced
1560	HBK Sorce Advisory Erie, Pennsylvania	$43.4M	-$2.66M	10	3.08%	Reduced
1561	GM Advisory Group Melville, New York	$43.4M	+$44.6K	9	6.64%	Increased
1562	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$43.4M	-$2.25M	6	11.56%	Reduced
1563	LCH Lee Capital Holdings New York	$43.3M	+$4.71M	5	25.35%	Increased
1564	NAM North American Management Boston, Massachusetts	$43.3M	-$1.9M	5	6.74%	Reduced
1565	MIG Capital Newport Beach, California	$43.2M	+$6.39M	2	4.4%	Increased
1566	Wealthspire Advisors (New York) New York	$43.1M	+$4.7M	7	2.57%	Increased
1567	Maytus Capital Management New York	$43.1M	+$1.93M	5	19.87%	Increased
1568	Vision Capital Management Portland, Oregon	$43M	-$239K	3	9.03%	Reduced
1569	Smithfield Trust Pittsburgh, Pennsylvania	$43M	+$4.09M	13	3.5%	Increased
1570	Parkwood LLC Cleveland, Ohio	$42.8M	+$4.04M	7	6.56%	Increased
1571	Schnieders Capital Management Pasadena, California	$42.7M	+$597K	7	16.03%	Increased
1572	Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$42.7M	-$1.21M	5	7.75%	Reduced
1573	Premier Fund Managers Guildford, United Kingdom	$42.7M	-$49.8M	4	2.45%	Reduced
1574	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$42.6M	+$28.5M	11	4.48%	Increased
1575	MRCM M&R Capital Management Summit, New Jersey	$42.6M	-$401K	8	10.58%	Reduced