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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	WoodTrust Financial Wisconsin Rapids, Wisconsin	$72.2M	+$1.02M	8	11.23%	Increased
1652	Carrhae Capital London, United Kingdom	$72.1M	+$64.3M	1	8.32%	Increased
1653	First Financial Bank - Trust Division Hamilton, Ohio	$72M	-$1.24M	6	7.1%	Reduced
1654	Trifecta Capital Advisors Northbrook, Illinois	$71.9M	+$2.4M	11	15.91%	Increased
1655	Westchester Capital Management (New York) Valhalla, New York	$71.9M	+$62M	3	2.7%	Increased
1656	Madrona Venture Group Seattle, Washington	$71.8M	$0	1	76.63%	Maintained
1657	Cooper Investors Melbourne, Victoria, Australia	$71.8M	-$80.9M	2	10.91%	Reduced
1658	Bellevue Asset Management Bellevue, Washington	$71.8M	-$1.85M	10	39.62%	Reduced
1659	D.L. Carlson Investment Group Concord, New Hampshire	$71.7M	-$137K	6	13.83%	Reduced
1660	Sompo Asset Management Tokyo, Japan	$71.5M	-$4.53M	7	12.08%	Reduced
1661	Fulcrum Capital Seattle, Washington	$71.5M	+$2.77M	3	16.27%	Increased
1662	Telos Capital Management San Diego, California	$71.4M	-$292K	6	7.91%	Reduced
1663	Bogart Wealth LLC Mclean, Virginia	$71.4M	-$1.65M	17	3.63%	Reduced
1664	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$71.2M	-$445K	5	28.34%	Reduced
1665	GC Wealth Management RIA Cambridge, Massachusetts	$71.1M	-$343K	6	14.04%	Reduced
1666	MIM Marco Investment Management Atlanta, Georgia	$71.1M	+$33K	7	6.56%	Increased
1667	Howe & Rusling Rochester, New York	$71.1M	+$3.79M	6	6.48%	Increased
1668	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$71.1M	$0	2	6.01%	Maintained
1669	Lake Street Private Wealth Chicago, Illinois	$71M	+$2.61M	8	9.19%	Increased
1670	Relative Value Partners Group	$71M	+$48M	8	9.19%	Increased
1671	AC AMS Capital Sao Paulo, Brazil	$70.9M	-$2.89M	4	14.83%	Reduced
1672	Foster Victor Wealth Advisors Greenville, South Carolina	$70.8M	-$1.37M	6	5.92%	Reduced
1673	SC Saybrook Capital Winston Salem, North Carolina	$70.8M	-$7.9M	3	20.06%	Reduced
1674	Princeton Capital Management Red Bank, New Jersey	$70.8M	-$903K	6	23.07%	Reduced
1675	Adero Partners Pleasanton, California	$70.8M	+$1.57M	9	5.16%	Increased