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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
1701	BCM Bluefin Capital Management New York	$94.3M	+$69.8M	4	23.62%	Increased
1702	UNICOM Systems Las Vegas, Nevada	$94.2M	$0	5	6.14%	Maintained
1703	Icon Wealth Advisors Houston, Texas	$94.1M	+$8.58M	9	5.67%	Increased
1704	Hennion & Walsh Asset Management Parsippany, New Jersey	$94.1M	+$1.77M	12	2.69%	Increased
1705	TC TTRF Capital Nicosia,	$94M	+$69.1M	2	61.96%	New
1706	Delta Global Management New York	$93.9M	-$53.3M	8	10.19%	Reduced
1707	Adapt Investment Managers Geneva, Switzerland	$93.8M	-$3.41M	4	0.75%	Reduced
1708	Trivium Point Advisory Westport, Connecticut	$93.8M	+$29.1M	6	8.51%	Increased
1709	M MOTCO San Antonio, Texas	$93.8M	+$7.57M	14	8.03%	Increased
1710	SP ShawSpring Partners Boston, Massachusetts	$93.7M	+$25.9M	3	40.36%	Increased
1711	ONGA O'Neil Global Advisors Los Angeles, California	$93.6M	+$91.1M	4	20.94%	New
1712	OCM Ogborne Capital Management San Francisco, California	$93.4M	+$76M	3	32.56%	Increased
1713	Accredited Investors Edina, Minnesota	$93.2M	+$2.6M	7	4.03%	Increased
1714	LC Lincoln Capital Lincoln, Nebraska	$93.2M	-$1.79M	6	16.58%	Reduced
1715	Segment Wealth Management Houston, Texas	$93.1M	+$179K	8	4.83%	Increased
1716	PI Pennant Investors Summit, New Jersey	$93M	+$9.38M	3	27.78%	Increased
1717	AA Auxano Advisors Bellevue, Washington	$92.9M	-$4.44M	6	17.61%	Reduced
1718	CC Courier Capital Buffalo, New York	$92.6M	-$3.17M	7	4.63%	Reduced
1719	CPW Cove Private Wealth Oyster Bay Cove, New York	$92.6M	+$12.4M	7	17.89%	Increased
1720	Avidian Wealth Enterprises Houston, Texas	$92.5M	+$5.04M	11	2.56%	Increased
1721	Mitchell Capital Management Leawood, Kansas	$92.1M	-$511K	7	14.01%	Reduced
1722	Wallington Asset Management Indianapolis, Indiana	$92.1M	+$2.05M	4	11.31%	Increased
1723	Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$91.9M	-$28M	3	11.05%	Reduced
1724	Cigna Investments Bloomfield, Connecticut	$91.8M	+$886K	14	11.88%	Increased
1725	Private Trust Company Cleveland, Ohio	$91.8M	-$3.66M	23	7.34%	Reduced