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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
1651	Manchester Capital Management Manchester, Vermont	$66.7M	+$3.31M	19	8.18%	Increased
1652	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$66.4M	-$2.95M	4	27.19%	Reduced
1653	Capital Investment Counsel Inc Raleigh, North Carolina	$66.4M	-$7.94M	9	11.46%	Reduced
1654	Claret Asset Management Montreal, Quebec, Canada	$66.4M	-$474K	5	11.15%	Reduced
1655	Vantage Wealth Pasadena, California	$66.2M	-$3.75M	4	15.44%	Reduced
1656	Portside Wealth Group Provo, Utah	$66.2M	-$2.96M	7	12.24%	Reduced
1657	BBR Partners New York	$66.1M	+$3.84M	7	5.3%	Increased
1658	Driehaus Capital Management Chicago, Illinois	$66M	-$7.57M	7	0.66%	Reduced
1659	City Holding Co Charleston, West Virginia	$66M	+$144K	11	9.9%	Increased
1660	NBC Securities Birmingham, Alabama	$66M	+$2.85M	17	6.19%	Increased
1661	SC Saybrook Capital Winston Salem, North Carolina	$65.9M	-$439K	3	17.39%	Reduced
1662	Thompson Investment Management Madison, Wisconsin	$65.9M	-$1.88M	6	9.96%	Reduced
1663	WMS Partners Towson, Maryland	$65.8M	-$1.43M	6	4.52%	Reduced
1664	Polymer Capital Management (HK) Hong Kong	$65.8M	+$26.4M	10	16.56%	Increased
1665	Arcadia Investment Management Kalamazoo, Michigan	$65.8M	+$2.02M	9	11.63%	Increased
1666	Forum Financial Management Lombard, Illinois	$65.7M	+$2.22M	12	1.12%	Increased
1667	Ivy Lane Capital Management Winter Park, Florida	$65.7M	$0	2	40.2%	Maintained
1668	RDST Capital Seattle, Washington	$65.7M	+$13.6M	3	16.34%	Increased
1669	Princeton Capital Management Red Bank, New Jersey	$65.4M	-$132K	6	23.59%	Reduced
1670	Wallington Asset Management Indianapolis, Indiana	$65.3M	+$117K	3	10.23%	Increased
1671	SevenBridge Financial Group Harrisburg, Pennsylvania	$65.1M	-$3.06M	7	14.76%	Reduced
1672	Selkirk Management Chatham, New Jersey	$65.1M	$0	3	33.4%	Maintained
1673	Summit Financial Parsippany, New Jersey	$65.1M	-$394K	7	3.85%	Reduced
1674	Fragasso Financial Advisors Sewickley, Pennsylvania	$65M	+$630K	7	5.5%	Increased
1675	Intrust Bank Wichita, Kansas	$65M	-$1.65M	6	6.96%	Reduced