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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
1676	Generali Investments CEE Prague, Czech Republic	$96.6M	+$6.16M	8	4.58%	Increased
1677	Van Berkom & Associates Montreal, Quebec, Canada	$96.5M	-$91.8M	1	3.11%	Reduced
1678	Portolan Capital Management Boston, Massachusetts	$96.4M	+$17.8M	5	3.61%	Increased
1679	Matthew Goff Investment Advisor Houston, Texas	$96.4M	-$2.47M	5	16.26%	Reduced
1680	Smithfield Trust Pittsburgh, Pennsylvania	$96.3M	+$40K	14	3.85%	Increased
1681	Trifecta Capital Advisors Northbrook, Illinois	$96.2M	+$511K	10	12.39%	Increased
1682	Galvin Gaustad & Stein Scottsdale, Arizona	$95.9M	+$16.7K	6	7.08%	Increased
1683	AIS AM Investment Strategies Chattanooga, Tennessee	$95.7M	-$626K	6	18.37%	Reduced
1684	IB Iyo Bank Matsuyama, Japan	$95.6M	$0	4	29.02%	Maintained
1685	Confluence Investment Management St. Louis, Missouri	$95.6M	-$22.7M	4	1.49%	Reduced
1686	Legacy Private Trust Neenah, Wisconsin	$95.6M	-$4.05M	6	5.29%	Reduced
1687	PFU Parus Finance (UK) London, United Kingdom	$95.5M	-$6.71M	5	24.92%	Reduced
1688	Pacific Sage Partners Edmonds, Washington	$95.3M	-$1.52M	6	13.53%	Reduced
1689	DR Davis Rea Toronto, Ontario, Canada	$95.3M	-$2.4M	5	27.18%	Reduced
1690	WPP Whalerock Point Partners Providence, Rhode Island	$95.2M	+$3.29M	6	16.22%	Increased
1691	KWMG King Wealth Management Group Naples, Florida	$95.1M	-$1.41M	6	10.41%	Reduced
1692	LPPL Loftus Peak Pty Ltd Sydney, Australia	$95.1M	+$100M	3	12.95%	New
1693	HCP Hamilton Capital Partners Atlanta, Georgia	$95M	-$13.7M	4	27.61%	Reduced
1694	Certuity North Palm Beach, Florida	$95M	+$683K	15	4.68%	Increased
1695	HW Hamilton Wealth Encino, California	$94.9M	-$4.17M	5	17.38%	Reduced
1696	Bell Bank Fargo, North Dakota	$94.9M	+$3.35M	7	3.62%	Increased
1697	HP Hound Partners New York	$94.9M	+$42.2M	3	11%	Increased
1698	Brian C. Broderick	$94.8M	+$338K	6	14.68%	Increased
1699	CANC Culbertson A N & Co Charlottesville, Virginia	$94.3M	-$400K	6	10.99%	Reduced
1700	Shufro Rose & Co New York	$94.3M	-$331K	8	5.42%	Reduced