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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	Princeton Capital Management Red Bank, New Jersey	$61.4M	-$661K	6	21.61%	Reduced
1752	Selkirk Management Chatham, New Jersey	$61.3M	$0	2	23.54%	Maintained
1753	Hohimer Wealth Management Seattle, Washington	$61.2M	+$2.76M	8	11.92%	Increased
1754	Cullen Investment Group Lafayette, Louisiana	$61.2M	-$2.78M	5	9.28%	Reduced
1755	Azzad Asset Management Falls Church, Virginia	$61.1M	+$36.4M	10	7.19%	Increased
1756	Brian C. Broderick	$61M	+$345K	6	12.43%	Increased
1757	Spirepoint Private Client Vero Beach, Florida	$61M	+$835K	6	7.97%	Increased
1758	Cornerstone Wealth Group Huntersville, North Carolina	$61M	+$2.85M	6	5.05%	Increased
1759	Avalon Global Asset Management San Francisco, California	$60.9M	+$2.37M	5	8.53%	Increased
1760	GTS Securities Miami, Florida	$60.8M	-$20.3M	15	2.63%	Reduced
1761	Perennial Advisors New York	$60.8M	+$2.41M	5	12.12%	Increased
1762	IAM Infinitum Asset Management Fort Lauderdale, Florida	$60.7M	+$52.5M	4	19.4%	Increased
1763	Algert Global San Francisco, California	$60.4M	+$756K	10	1.49%	Increased
1764	Valicenti Advisory Services Elmira, New York	$60.4M	-$1.68M	5	15.54%	Reduced
1765	Strategic Blueprint Atlanta, Georgia	$60.3M	+$1.5M	7	3.29%	Increased
1766	Torray Investment Partners Bethesda, Maryland	$60.2M	-$10.3M	5	8.97%	Reduced
1767	Toth Financial Advisory Leesburg, Virginia	$60.2M	-$1.71M	12	7.25%	Reduced
1768	Naviter Wealth Little Rock, Arkansas	$60.2M	-$1.01M	7	7.29%	Reduced
1769	Portside Wealth Group Provo, Utah	$60.2M	-$1.7M	9	9.81%	Reduced
1770	Y-Intercept (HK) Hong Kong	$60.1M	+$48.2M	12	4.08%	Increased
1771	City Holding Co Charleston, West Virginia	$60M	+$626K	13	8.46%	Increased
1772	LA Lynch & Associates Newburgh, Indiana	$60M	-$484K	4	12.98%	Reduced
1773	Candlestick Capital Management Greenwich, Connecticut	$60M	-$60.9M	1	1.24%	Reduced
1774	Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$59.9M	+$6.17M	17	20.42%	Increased
1775	MainStreet Investment Advisors Chicago, Illinois	$59.9M	-$2.13M	5	8.71%	Reduced