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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
1776	Point72 Hong Kong Hong Kong	$59.8M	-$44.8M	8	3.81%	Reduced
1777	Journey Strategic Wealth Summit, New Jersey	$59.8M	+$18.4M	6	2.09%	Increased
1778	Farmers Trust Company Youngstown, Ohio	$59.7M	-$3.74M	9	11.22%	Reduced
1779	Berger Financial Group Plymouth, Minnesota	$59.5M	-$8.99M	7	4.13%	Reduced
1780	Bellevue Asset Management Bellevue, Washington	$59.5M	-$1.65M	9	32.44%	Reduced
1781	Schechter Investment Advisors Birmingham, Michigan	$59.4M	-$17.5M	8	4.89%	Reduced
1782	Heron Bay Capital Management Bloomfield Hills, Michigan	$59.4M	+$7.19M	4	12.48%	Increased
1783	West Branch Capital Amherst, Massachusetts	$59.2M	+$2.35M	13	19.74%	Increased
1784	Matthew Goff Investment Advisor Houston, Texas	$59.1M	+$149K	5	10.91%	Increased
1785	Krilogy Financial St. Louis, Missouri	$59.1M	+$2.87M	5	3.83%	Increased
1786	LaFleur & Godfrey Grand Rapids, Michigan	$59M	+$1.08M	6	8.01%	Increased
1787	Thompson Investment Management Madison, Wisconsin	$59M	-$498K	6	8.85%	Reduced
1788	SFMG Wealth Advisors Plano, Texas	$58.9M	-$1.48M	6	4.65%	Reduced
1789	Apriem Advisors Irvine, California	$58.8M	-$3.04M	6	6.89%	Reduced
1790	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$58.8M	$0	6	5.38%	Maintained
1791	Smithbridge Asset Management Chadds Ford, Pennsylvania	$58.7M	+$66.2M	6	10.88%	New
1792	Edgar Lomax Company Kingstowne, Virginia	$58.7M	+$3.1M	1	3.67%	Increased
1793	Alta Park Capital San Francisco, California	$58.6M	-$30.8M	1	11.37%	Reduced
1794	American Assets Investment Management San Diego, California	$58.5M	$0	5	5.12%	Maintained
1795	Avior Wealth Management Omaha, Nebraska	$58.4M	-$8.84M	10	2.22%	Reduced
1796	DSG Capital Advisors Edina, Minnesota	$58.3M	-$1.93M	7	11.77%	Reduced
1797	Hamilton Capital Partners Atlanta, Georgia	$58.2M	+$21.5M	4	36.9%	Increased
1798	Oxbow Advisors Austin, Texas	$58.2M	+$1.44M	6	6.15%	Increased
1799	Tenere Capital New York	$58.2M	-$10.5M	3	16%	Reduced
1800	Peak Asset Management Louisville, Colorado	$58.1M	-$679K	8	11.05%	Reduced