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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	Cadinha & Co Honolulu, Hawaii	$96M	+$19.4M	5	13.05%	Increased
1627	CFM Wealth Partners Austin, Texas	$95.7M	+$1.11M	6	13.89%	Increased
1628	Howe & Rusling Rochester, New York	$95.5M	+$492K	6	6.55%	Increased
1629	Cadian Capital Management New York	$95.5M	+$6.1M	1	5.68%	Increased
1630	Spirepoint Private Client Vero Beach, Florida	$95.5M	+$2.54M	9	10.04%	Increased
1631	Makena Capital Management Menlo Park, California	$95.5M	-$8.2M	3	9.86%	Reduced
1632	Sky Investment Group Hartford, Connecticut	$95.5M	-$715K	8	16.01%	Reduced
1633	Griffin Asset Management New York	$95.4M	-$102K	8	10.72%	Reduced
1634	Trifecta Capital Advisors Northbrook, Illinois	$95.2M	+$1.28M	11	14.48%	Increased
1635	GFI Investment Counsel Toronto, Ontario, Canada	$95.2M	-$1.19M	1	9.91%	Reduced
1636	Procyon Advisors Shelton, Connecticut	$95.2M	-$2.57M	9	5.64%	Reduced
1637	Intact Investment Management Montreal, Quebec, Canada	$95.1M	+$4.54M	8	2.88%	Increased
1638	Prosperity Consulting Group Owings Mills, Maryland	$94.9M	+$5.85M	6	4.68%	Increased
1639	Algert Global San Francisco, California	$94.9M	+$13.4M	13	1.59%	Increased
1640	Marble Harbor Investment Counsel Boston, Massachusetts	$94.9M	-$1.26M	7	9.94%	Reduced
1641	Mitchell Capital Management Leawood, Kansas	$94.9M	+$10.7M	6	16.24%	Increased
1642	Altrafin AG Zurich,	$94.9M	+$5.34M	6	30.08%	Increased
1643	Keel Point Huntsville, Alabama	$94.8M	-$245K	10	5.83%	Reduced
1644	ShankerValleau Wealth Advisors Skokie, Illinois	$94.6M	-$247K	6	24.27%	Reduced
1645	Pitcairn Conshohocken, Pennsylvania	$94.5M	-$26.6M	14	7.46%	Reduced
1646	Mirador Capital Partners Pleasanton, California	$94.5M	+$2.6M	9	13.39%	Increased
1647	Legacy Private Trust Neenah, Wisconsin	$94.2M	+$2.02M	6	5.61%	Increased
1648	Analyst IMS Investment Management Services Tel-Aviv, Israel	$94.1M	+$4.59M	7	2.93%	Increased
1649	Wallington Asset Management Indianapolis, Indiana	$94M	+$6.15M	5	12.19%	Increased
1650	Nexus Investment Management Toronto, Ontario, Canada	$93.8M	-$223K	4	13.32%	Reduced