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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
1726	CFM Wealth Partners Austin, Texas	$27.6M	+$25.1M	9	10.19%	New
1727	Fukoku Mutual Life Insurance Tokyo, Japan	$27.6M	+$2.47M	11	3.01%	Increased
1728	Intellectus Partners San Francisco, California	$27.6M	-$354K	7	11.23%	Reduced
1729	HLC Hunt Lane Capital New York	$27.6M	-$938K	1	8.13%	Reduced
1730	JCIC Asset Management Toronto, Ontario, Canada	$27.4M	-$663K	6	10.61%	Reduced
1731	Valicenti Advisory Services Elmira, New York	$27.4M	-$461K	4	11.48%	Reduced
1732	Teewinot Capital Advisers New York	$27.4M	$0	4	8.12%	Maintained
1733	Glenview State Bank Trust Department Glenview, Illinois	$27.4M	-$970K	6	10.54%	Reduced
1734	HCR Wealth Advisors Los Angeles, California	$27.3M	+$3.87M	7	6.62%	Increased
1735	VST Van Strum & Towne San Francisco, California	$27.1M	-$1.43M	5	16.73%	Reduced
1736	Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$27.1M	+$25.6M	5	25.7%	New
1737	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$27.1M	$0	3	0.32%	Maintained
1738	Bedell Frazier Investment Counselling Walnut Creek, California	$27.1M	$0	4	10.85%	Maintained
1739	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$27.1M	-$1.35M	6	6.82%	Reduced
1740	Anchor Investment Management Columbia, South Carolina	$27.1M	+$540K	11	5.77%	Increased
1741	AC AMS Capital Sao Paulo, Brazil	$27M	$0	3	16.2%	Maintained
1742	RKL Wealth Management Lancaster, Pennsylvania	$27M	-$806K	5	4.84%	Reduced
1743	Covenant Asset Management Chester, New Jersey	$27M	-$285K	6	11.82%	Reduced
1744	CCM Compton Capital Management Providence, Rhode Island	$27M	-$246K	8	10.44%	Reduced
1745	Noesis Capital Mangement Boca Raton, Florida	$27M	+$2.59M	7	7.51%	Increased
1746	MIM Marco Investment Management Atlanta, Georgia	$26.9M	-$79.9K	7	4.18%	Reduced
1747	JPC Jabodon PT Co Reno, Nevada	$26.8M	+$17.6M	3	10.18%	Increased
1748	Western Wealth Management Golden, Colorado	$26.8M	+$1.65M	8	4.06%	Increased
1749	Alight Capital Management New York	$26.8M	+$13.6M	4	8.64%	Increased
1750	Bell Asset Management Melbourne, Australia	$26.8M	-$21.6M	3	6.88%	Reduced