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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
1626	Capital Analysts LLC Fort Washington, Pennsylvania	$54.9M	+$1.26M	12	3.06%	Increased
1627	Wedmont Private Capital West Chester, Pennsylvania	$54.7M	+$11.5M	8	5.53%	Increased
1628	TAM Telemark Asset Management Boston, Massachusetts	$54.6M	-$10.5M	4	8.29%	Reduced
1629	Exchange Capital Management Ann Arbor, Michigan	$54.6M	-$691K	5	10.31%	Reduced
1630	Checchi Capital Advisers Beverly Hills, California	$54.6M	-$175K	10	5.06%	Reduced
1631	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$54.5M	+$11.5M	6	17.43%	Increased
1632	Stansberry Asset Management Westlake, Texas	$54.5M	+$6.79M	5	9.55%	Increased
1633	Hamilton Wealth Encino, California	$54.4M	+$872K	5	19.48%	Increased
1634	Nations Financial Group Cedar Rapids, Iowa	$54.3M	+$1.93M	6	5.46%	Increased
1635	Sky Investment Group Hartford, Connecticut	$54.1M	-$177K	7	12.29%	Reduced
1636	Compound Global Advisors Mercer Island, Washington	$54.1M	+$25.9M	3	11.87%	Increased
1637	Untitled Investments New York	$54.1M	+$8.01M	3	19.2%	Increased
1638	First Nebraska Trust Lincoln, Nebraska	$54.1M	+$329K	7	6.71%	Increased
1639	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$54M	-$34.9K	5	2.7%	Reduced
1640	Sandler Capital Management New York	$53.9M	+$35.7M	4	5.55%	Increased
1641	Claret Asset Management Montreal, Quebec, Canada	$53.8M	-$560K	5	10.56%	Reduced
1642	Light Street Capital Management Palo Alto, California	$53.7M	-$2.75M	3	15.8%	Reduced
1643	TRB Advisors New York	$53.7M	$0	1	35.8%	Maintained
1644	OCM Ogborne Capital Management San Francisco, California	$53.7M	+$20.7M	1	27.87%	Increased
1645	First Western Trust Bank Denver, Colorado	$53.6M	-$1.61M	6	2.88%	Reduced
1646	EFG Asset Management (Americas) Miami, Florida	$53.5M	+$2.24M	5	12.82%	Increased
1647	Portside Wealth Group Provo, Utah	$53.4M	-$1.74M	7	10.05%	Reduced
1648	Trinity Street Asset Management London, United Kingdom	$53.3M	+$1.55M	3	6.85%	Increased
1649	HA Harbor Advisors West Palm Beach, Florida	$53.3M	+$244K	7	11.42%	Increased
1650	City Holding Co Charleston, West Virginia	$53.2M	+$1.06M	11	9.47%	Increased