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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	Howard Hughes Medical Institute Chevy Chase, Maryland	$37.4M	+$21.5M	3	10.63%	Increased
1727	General Pension Society PZU Joint Stock Warsaw, Poland	$37.4M	+$9.01M	4	18.39%	Increased
1728	Wallington Asset Management Indianapolis, Indiana	$37.3M	-$6.71K	3	8.84%	Reduced
1729	MAM Morse Asset Management Darien, Connecticut	$37.3M	-$7.95M	4	14.1%	Reduced
1730	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$37.3M	+$8.74M	3	10.23%	Increased
1731	Bellevue Asset Management Bellevue, Washington	$37.2M	-$325K	11	28.95%	Reduced
1732	Verdence Capital Advisors Hunt Valley, Maryland	$37.2M	+$2.74M	8	5.13%	Increased
1733	Centaurus Financial Anaheim, California	$37.1M	+$1.38M	13	3.62%	Increased
1734	Symmetry Partners Glastonbury, Connecticut	$37M	-$7.52M	9	2.49%	Reduced
1735	SevenBridge Financial Group Harrisburg, Pennsylvania	$37M	+$3.79M	7	12.53%	Increased
1736	One01 Capital Burlingame, California	$36.9M	+$20.4M	2	26.56%	Increased
1737	Realta Investment Advisors Wilmington, Delaware	$36.9M	+$763K	10	9.68%	Increased
1738	Xcel Wealth Management Holly Hill, Florida	$36.9M	+$3.76M	8	13.75%	Increased
1739	WealthPlan Investment Management Omaha, Nebraska	$36.9M	+$44.8M	6	2.7%	New
1740	Nelson Capital Management Menlo Park, California	$36.9M	+$752K	5	10.85%	Increased
1741	Walleye Capital New York	$36.9M	+$19.6M	11	0.7%	Increased
1742	Empyrean Capital Partners Los Angeles, California	$36.9M	-$10.3M	1	1.15%	Reduced
1743	Nekton Capital London, United Kingdom	$36.9M	+$30.5M	1	10.04%	Increased
1744	Peninsula Wealth San Francisco, California	$36.9M	+$2.15M	7	13.01%	Increased
1745	Horiko Capital Management New York	$36.8M	+$1.5M	4	29.77%	Increased
1746	Stokes Family Office New Orleans, Louisiana	$36.8M	+$673K	6	5.25%	Increased
1747	Edge Capital Group Atlanta, Georgia	$36.7M	+$24.4M	8	3.02%	Increased
1748	SM SG3 Management Dorado, Puerto Rico	$36.7M	+$30M	4	4.92%	Increased
1749	PKO Investment Management Joint-Stock Warsaw, Poland	$36.7M	-$5.46M	4	6.22%	Reduced
1750	Arcadia Investment Management Kalamazoo, Michigan	$36.6M	-$1.39M	7	8.87%	Reduced