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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	EULAV Asset Management Sarasota, Florida	$92M	+$2.49M	4	2.16%	Increased
1552	Bordeaux Wealth Advisors Menlo Park, California	$92M	-$667K	8	11.78%	Reduced
1553	Graypoint LLC Albany, New York	$91.9M	+$1.72M	11	5.17%	Increased
1554	Marex Group London,	$91.9M	-$138M	13	0.8%	Reduced
1555	Cadian Capital Management New York	$91.8M	-$39.4M	1	5.14%	Reduced
1556	Zimmer Partners New York	$91.8M	-$14.4M	2	2%	Reduced
1557	Nemes Rush Group Novi, Michigan	$91.5M	+$9.6M	15	9.96%	Increased
1558	Zuckerman Investment Group Chicago, Illinois	$91.5M	+$3M	9	8.87%	Increased
1559	Diversify Wealth Management Sandy, Utah	$91.2M	+$3.57M	10	5.64%	Increased
1560	CPH C Partners Holding Zurich, Switzerland	$91.2M	-$17.9M	2	20.05%	Reduced
1561	Bristol Gate Capital Partners Toronto, Ontario, Canada	$91M	-$18M	1	5.18%	Reduced
1562	J.P. Marvel Investment Advisors Boston, Massachusetts	$90.6M	-$6.34M	5	14.59%	Reduced
1563	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$90.4M	-$152K	9	4.07%	Reduced
1564	Bensler Bellevue, Washington	$90.4M	+$734K	5	10.11%	Increased
1565	Rothschild Capital Partners New York	$90.3M	+$52.9K	6	23.71%	Increased
1566	Maple Rock Capital Partners Toronto, Ontario, Canada	$90.2M	-$44.3M	2	4.42%	Reduced
1567	Crosslink Capital Menlo Park, California	$90.1M	+$10.5M	2	5.13%	Increased
1568	AlphaCore Capital La Jolla, California	$90.1M	+$22.6M	14	3.43%	Increased
1569	Mechanics Bank - Trust Department Walnut Creek, California	$90M	-$8.32M	6	12.9%	Reduced
1570	Forvis Mazars Wealth Advisors Springfield, Missouri	$90M	+$1.17M	8	1.94%	Increased
1571	KWMG King Wealth Management Group Naples, Florida	$89.8M	-$134K	6	12.18%	Reduced
1572	Greenlea Lane Capital Management Weston, Connecticut	$89.7M	$0	2	25.23%	Maintained
1573	Harbour Investments Madison, Wisconsin	$89.6M	-$1.19M	28	2.27%	Reduced
1574	Red Door Wealth Management Memphis, Tennessee	$89.5M	+$8M	8	10.68%	Increased
1575	Checchi Capital Advisers Beverly Hills, California	$89.4M	-$1.02M	11	5%	Reduced