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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
1801	Edgestream Partners Princeton, New Jersey	$30.5M	+$4.58M	6	1.6%	Increased
1802	Oakview Capital Management Dallas, Texas	$30.5M	+$5.13M	3	13.97%	Increased
1803	L1 Capital Melbourne VIC 3000, Australia	$30.3M	+$29.3M	1	10.36%	New
1804	Heritage Wealth Advisors Richmond, Virginia	$30.3M	+$5.73M	8	4.24%	Increased
1805	Manchester Capital Management Manchester, Vermont	$30.3M	-$423K	14	4.16%	Reduced
1806	American National Registered Investment Advisor Galveston, Texas	$30.3M	$0	7	15.06%	Maintained
1807	Verity & Verity Beaufort, South Carolina	$30.3M	-$239K	3	7.22%	Reduced
1808	Chase Investment Counsel Charlottesville, Virginia	$30.2M	-$1.65M	3	15.29%	Reduced
1809	Apriem Advisors Irvine, California	$30.2M	+$149K	6	6.21%	Increased
1810	HLC Hunt Lane Capital New York	$30.2M	-$7.29M	1	7.2%	Reduced
1811	TCI Wealth Advisors Tucson, Arizona	$30.1M	-$672K	18	12.88%	Reduced
1812	Princeton Global Asset Management Princeton, New Jersey	$30.1M	+$6.5M	10	9.4%	Increased
1813	River Wealth Advisors Camp Hill, Pennsylvania	$30.1M	+$1.55M	7	9.14%	Increased
1814	Princeton Portfolio Strategies Group Princeton, New Jersey	$30.1M	+$336K	6	7.18%	Increased
1815	GHP Investment Advisors Denver, Colorado	$30M	+$548K	7	3.73%	Increased
1816	Fir Tree Capital Management New York	$30M	-$51.3M	1	2.33%	Reduced
1817	Duncker Streett & Co St. Louis, Missouri	$30M	+$123K	8	7.14%	Increased
1818	AAM Autus Asset Management Scottsdale, Arizona	$30M	+$276K	5	4.37%	Increased
1819	Analyst IMS Investment Management Services Tel-Aviv, Israel	$29.9M	+$588K	8	6.95%	Increased
1820	Cheviot Value Management Beverly Hills, California	$29.8M	-$1.62M	3	11.63%	Reduced
1821	Alight Capital Management New York	$29.8M	+$2.78M	6	14.64%	Increased
1822	Teewinot Capital Advisers New York	$29.7M	+$2.92M	4	14.92%	Increased
1823	Claret Asset Management Montreal, Quebec, Canada	$29.7M	-$2.29M	6	7.03%	Reduced
1824	Managed Asset Portfolios Rochester, Michigan	$29.6M	-$682K	1	6.43%	Reduced
1825	Nixon Peabody Trust Boston, Massachusetts	$29.6M	+$368K	4	15.02%	Increased