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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	Wisconsin Capital Management Madison, Wisconsin	$28.8M	+$2.36M	5	14.08%	Increased
1702	Dakota Wealth Management Palm Beach Gardens, Florida	$28.7M	-$1.08M	6	4.61%	Reduced
1703	Center Lake Capital Management West Palm Beach, Florida	$28.7M	+$14.8M	3	10.86%	Increased
1704	W.H. Reaves & Co Jersey City, New Jersey	$28.6M	-$952K	2	0.9%	Reduced
1705	Van Hulzen Asset Management El Dorado Hills, California	$28.5M	+$1.36M	7	5.52%	Increased
1706	Tompkins Financial Ithaca, New York	$28.3M	+$508K	7	5.18%	Increased
1707	Fosun International Hong Kong, China	$28.2M	+$3.11M	8	2.35%	Increased
1708	Wittenberg Investment Management Carlisle, Massachusetts	$28.2M	-$34.5K	3	10.94%	Reduced
1709	Loews Corp New York	$28.1M	-$2.23M	4	0.24%	Reduced
1710	IMC Chicago Chicago, Illinois	$28.1M	-$30.9M	3	0.07%	Reduced
1711	Intrust Bank Wichita, Kansas	$28M	-$259K	6	6.39%	Reduced
1712	City Holding Co Charleston, West Virginia	$28M	+$1.14M	9	6.64%	Increased
1713	Lincoln Capital Lincoln, Nebraska	$28M	-$20.4K	4	11.57%	Reduced
1714	Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$27.9M	+$14.9M	3	11.76%	Increased
1715	CIBC Bank USA Chicago, Illinois	$27.9M	+$490K	8	3.69%	Increased
1716	Kore Private Wealth New York	$27.9M	+$4.54M	15	5.3%	Increased
1717	Turim 21 Investimentos Rio De Janeiro, Brazil	$27.9M	-$9.05M	3	18.93%	Reduced
1718	Waratah Capital Advisors Toronto, Ontario, Canada	$27.9M	+$2.53M	2	2.95%	Increased
1719	Alphabet Inc Mountain View, California	$27.9M	$0	1	1.68%	Maintained
1720	Provenire Capital Eden Prairie, Minnesota	$27.8M	+$26.3M	3	15.55%	New
1721	Arvest Bank Trust Division Dewey, Oklahoma	$27.8M	-$851K	5	1.78%	Reduced
1722	First Financial Bank - Trust Division Hamilton, Ohio	$27.8M	+$75.6K	6	3.82%	Increased
1723	First Fiduciary Investment Counsel Cleveland, Ohio	$27.7M	+$1.54M	2	5.17%	Increased
1724	Savant Capital Rockford, Illinois	$27.7M	+$2.05M	8	3.4%	Increased
1725	Leuthold Group Minneapolis, Minnesota	$27.7M	-$11.1M	4	3.6%	Reduced