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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
1576	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$72.7M	+$5.63M	11	3.56%	Increased
1577	MLCM M & L Capital Management London, United Kingdom	$72.7M	-$48.4K	2	21.75%	Reduced
1578	WoodTrust Financial Wisconsin Rapids, Wisconsin	$72.6M	+$1.83M	8	10.16%	Increased
1579	Capital Investment Counsel Inc Raleigh, North Carolina	$72.5M	+$7.36M	9	10.81%	Increased
1580	Ardmore Road Asset Management New York	$72.5M	-$40.2M	2	7.43%	Reduced
1581	CAM Contour Asset Management New York	$72.4M	-$322M	1	3.02%	Reduced
1582	Zuckerman Investment Group Chicago, Illinois	$72.4M	-$179K	8	7.77%	Reduced
1583	RFG Advisory Birmingham, Alabama	$72.4M	+$5.01M	10	1.96%	Increased
1584	Graypoint LLC Albany, New York	$72.3M	-$2.62M	11	4.5%	Reduced
1585	Smithfield Trust Pittsburgh, Pennsylvania	$72.3M	-$357K	12	3.62%	Reduced
1586	Galvin Gaustad & Stein Scottsdale, Arizona	$72.2M	-$3.28M	4	6.45%	Reduced
1587	Checchi Capital Advisers Beverly Hills, California	$72.2M	+$1.58M	10	3.8%	Increased
1588	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$72.1M	+$486K	5	4.19%	Increased
1589	Wolverine Asset Management Chicago, Illinois	$72.1M	+$34.5M	9	0.86%	Increased
1590	MIM Marco Investment Management Atlanta, Georgia	$72.1M	+$3.46M	6	6.68%	Increased
1591	Payden & Rygel Los Angeles, California	$72M	-$23.2M	5	6.19%	Reduced
1592	Canandaigua National Bank & Trust Canandaigua, New York	$72M	-$2.69M	6	7.18%	Reduced
1593	Smartleaf Asset Management Boston, Massachusetts	$72M	+$1.67M	22	6.95%	Increased
1594	Bensler Bellevue, Washington	$71.8M	+$487K	6	8.99%	Increased
1595	Clarkston Capital Partners Rochester, Michigan	$71.8M	+$197K	6	1.42%	Increased
1596	TenCore Partners New York	$71.6M	+$1.05M	3	37.62%	Increased
1597	WCG Wealth Advisors Las Vegas, Nevada	$71.6M	-$8.72M	6	5.44%	Reduced
1598	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$71.5M	-$452K	5	13.71%	Reduced
1599	Minneapolis Portfolio Management Group Wayzata, Minnesota	$71.5M	-$540K	3	9.93%	Reduced
1600	StoneX Group New York	$71.4M	+$3.6M	8	3.91%	Increased