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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	Bensler Bellevue, Washington	$90.7M	-$534K	5	9.36%	Reduced
1602	Avalon Global Asset Management San Francisco, California	$90.5M	+$7.75M	6	12.51%	Increased
1603	Newbridge Financial Services Group Boca Raton, Florida	$90.5M	+$7.45M	24	14.88%	Increased
1604	No Street GP LP San Francisco, California	$90.5M	-$6.6M	1	6.03%	Reduced
1605	Teamwork Financial Advisors San Antonio, Texas	$90.4M	-$11.6M	8	9.56%	Reduced
1606	Greenwood Capital Associates Greenwood, South Carolina	$90.4M	+$2.14M	6	9.96%	Increased
1607	Forvis Mazars Wealth Advisors Springfield, Missouri	$90.2M	+$44.7K	8	1.71%	Increased
1608	GFI Investment Counsel Toronto, Ontario, Canada	$90.2M	+$22.1M	3	12.34%	Increased
1609	GLOBALT Investments Atlanta, Georgia	$90.1M	+$5.5M	8	3.21%	Increased
1610	Matthew Goff Investment Advisor Houston, Texas	$90M	-$2.22M	5	15.01%	Reduced
1611	River Wealth Advisors Camp Hill, Pennsylvania	$90M	-$101K	5	10.34%	Reduced
1612	Quest Investment Management Lake Oswego, Oregon	$90M	-$4.9M	6	10.5%	Reduced
1613	Tandem Investment Advisors Charleston, South Carolina	$90M	+$1.52M	4	4.41%	Increased
1614	Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$89.8M	+$3.55M	8	21.92%	Increased
1615	Bourne Lent Asset Management Pawling, New York	$89.8M	-$1.59M	5	33%	Reduced
1616	Kiley Juergens Wealth Management Olympia, Washington	$89.7M	+$3.83M	8	15.82%	Increased
1617	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$89.6M	+$6.61M	4	4.29%	Increased
1618	Auxano Advisors Bellevue, Washington	$89.4M	-$806K	6	17.83%	Reduced
1619	RBF Capital San Francisco, California	$89.1M	-$3.12M	6	4.36%	Reduced
1620	Onex Canada Asset Management Toronto, Ontario, Canada	$88.9M	-$16M	4	14.78%	Reduced
1621	Howe & Rusling Rochester, New York	$88.7M	+$3.24M	7	5.79%	Increased
1622	Prosperity Consulting Group Owings Mills, Maryland	$88.5M	-$1.6M	7	3.94%	Reduced
1623	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$88.4M	+$3.74M	11	11.2%	Increased
1624	Capital Investment Counsel Inc Raleigh, North Carolina	$88.4M	-$2.07M	9	10.83%	Reduced
1625	Unio Capital Princeton, New Jersey	$88.2M	+$15.3M	4	18.92%	Increased