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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
1601	Forum Financial Management Lombard, Illinois	$106M	-$1.53M	10	1.36%	Reduced
1602	CS Cisco Systems San Jose, California	$106M	$0	1	26.14%	Maintained
1603	Readystate Asset Management Chicago, Illinois	$106M	-$15.2M	6	0.52%	Reduced
1604	Strategic Planning Group Bountiful, Utah	$105M	+$13.1M	5	11.47%	Increased
1605	No Street GP LP San Francisco, California	$105M	-$37.1M	1	6.32%	Reduced
1606	Anderson Hoagland & Co St Louis, Missouri	$105M	-$112K	5	8.25%	Reduced
1607	Frec Markets Inc San Francisco, California	$105M	+$26.5M	18	9.44%	Increased
1608	Canvas Wealth Advisors Shawnee, Kansas	$105M	+$4.7M	7	14.64%	Increased
1609	River Wealth Advisors Camp Hill, Pennsylvania	$105M	+$3.55M	6	10.97%	Increased
1610	LWM Long Walk Management Greenwich, Connecticut	$105M	+$3.57M	3	23.78%	Increased
1611	IG Ithaka Group Arlington, Virginia	$105M	-$290K	5	18.98%	Reduced
1612	Trust Asset Management Houston, Texas	$104M	+$725K	7	6.49%	Increased
1613	Fiduciary Alliance Greenville, South Carolina	$104M	-$43M	8	7.04%	Reduced
1614	WDA Wendell David Associates Portsmouth, New Hampshire	$104M	-$183K	7	10.99%	Reduced
1615	Fukoku Mutual Life Insurance Tokyo, Japan	$104M	+$7.73M	11	6.06%	Increased
1616	Ledyard National Bank	$104M	-$4.34M	7	8.32%	Reduced
1617	MIM Marco Investment Management Atlanta, Georgia	$104M	-$1.21M	6	6.82%	Reduced
1618	UM Ulysses Management New York	$104M	-$13.8M	3	20.49%	Reduced
1619	Norden Group Provo, Utah	$104M	-$6.32M	16	8.49%	Reduced
1620	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$104M	-$18.5M	13	1.96%	Reduced
1621	Columbus Hill Capital Management Short Hills, New Jersey	$103M	-$30.2M	3	10.07%	Reduced
1622	Bensler Bellevue, Washington	$103M	+$1.26M	5	9.12%	Increased
1623	CPIM Cypress Point Investment Management Mill Valley, California	$103M	-$34.4M	6	18.66%	Reduced
1624	Marietta Wealth Management Marietta, Georgia	$103M	+$27.6M	6	10.6%	Increased
1625	Evolve Private Wealth Los Angeles, California	$103M	-$43M	16	6.28%	Reduced