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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
1751	Engle Capital Management Greenwich, Connecticut	$53.2M	-$17.4M	2	10.76%	Reduced
1752	MRCM M&R Capital Management Summit, New Jersey	$53.2M	+$364K	7	11.02%	Increased
1753	Lowell Blake & Associates Boston, Massachusetts	$53.2M	+$3.52M	5	20.87%	Increased
1754	TCV Trust & Wealth Management Richmond, Virginia	$53.1M	-$167K	5	5.3%	Reduced
1755	Pekin Hardy Strauss Chicago, Illinois	$53.1M	-$765K	9	7.19%	Reduced
1756	Melqart Asset Management London, United Kingdom	$53.1M	-$76.7M	5	2.7%	Reduced
1757	Stratos Investment Management Beachwood, Ohio	$53.1M	-$569K	6	8.36%	Reduced
1758	Moloney Securities Asset Management Manchester, Missouri	$53M	-$255K	10	9%	Reduced
1759	ThornTree Capital Partners Boston, Massachusetts	$52.9M	+$2.14M	2	10.25%	Increased
1760	Curi Wealth Management Raleigh, North Carolina	$52.9M	+$47.8M	14	9.13%	Increased
1761	SCM Soros Capital Management New York	$52.8M	+$37.7M	2	13.84%	Increased
1762	Fort Sheridan Advisors Highland Park, Illinois	$52.7M	+$1.18M	7	15.21%	Increased
1763	Artemis Wealth Advisors New York	$52.7M	+$59.8K	4	6.53%	Increased
1764	SevenBridge Financial Group Harrisburg, Pennsylvania	$52.6M	+$172K	7	15.91%	Increased
1765	Stonebridge Capital Management Los Angeles, California	$52.6M	-$2.91M	6	18.29%	Reduced
1766	Ipswich Investment Management Beverly, Massachusetts	$52.5M	-$1.53M	7	12.25%	Reduced
1767	River Global Investors London, United Kingdom	$52.4M	-$2.76M	7	4.09%	Reduced
1768	UID Union Investments & Development Tel Aviv, Israel	$52.2M	+$51.9M	4	17.48%	New
1769	Arisaig Partners (Asia) Singapore	$52.2M	+$63.6M	1	8.82%	New
1770	ARS Wealth Advisors Group St. Petersburg, Florida	$52.2M	-$82K	6	8.76%	Reduced
1771	ICICI Prudential Asset Management Mumbai, India	$52.1M	+$12.8M	4	6.44%	Increased
1772	Stanley-Laman Group Berwyn, Pennsylvania	$52.1M	+$14.9M	5	6.13%	Increased
1773	SFMG Wealth Advisors Plano, Texas	$51.8M	+$777K	9	5.04%	Increased
1774	Winton Group London, United Kingdom	$51.7M	+$6.54M	10	3.13%	Increased
1775	MPM MBB Public Markets Chicago, Illinois	$51.7M	+$51.3M	9	1.02%	New