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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	LA Lynch & Associates Newburgh, Indiana	$44.4M	-$803K	4	11.49%	Reduced
1802	Totem Point Management New York	$44.3M	+$8.85M	5	28.88%	Increased
1803	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$44.3M	-$1.95M	5	4.6%	Reduced
1804	Meristem Family Wealth Minnetonka, Minnesota	$44.3M	+$19M	9	4.27%	Increased
1805	Optiver Holding Amsterdam, Netherlands	$44.2M	+$5.69M	8	0.04%	Increased
1806	Ritholtz Wealth Management New York	$44.1M	+$2.74M	8	3.06%	Increased
1807	CC Codex Capital New York	$44.1M	+$2.16M	6	23.68%	Increased
1808	KCP KDI Capital Partners Raleigh, North Carolina	$44M	-$4.68M	3	15.19%	Reduced
1809	Stokes Family Office New Orleans, Louisiana	$43.9M	+$780K	7	6.09%	Increased
1810	JLB & Associates Plymouth, Michigan	$43.9M	-$1.01M	2	6.96%	Reduced
1811	Hedeker Wealth Lincolnshire, Illinois	$43.8M	+$1.05M	5	13.55%	Increased
1812	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$43.8M	+$492K	3	12.21%	Increased
1813	SPC Stony Point Capital New York	$43.7M	-$9.33M	3	11.96%	Reduced
1814	Twin Tree Management Dallas, Texas	$43.6M	-$58.4M	10	0.1%	Reduced
1815	Renaissance Capital Stamford, Connecticut	$43.6M	-$64.8M	3	8.78%	Reduced
1816	Koshinski Asset Management Decatur, Illinois	$43.6M	+$10.3M	23	3.79%	Increased
1817	Apriem Advisors Irvine, California	$43.6M	+$292K	5	6.25%	Increased
1818	Sheets Smith Wealth Management Winston-Salem, North Carolina	$43.5M	-$1.49M	6	5.9%	Reduced
1819	Winton Group London, United Kingdom	$43.5M	+$1.59M	13	2.44%	Increased
1820	Thames Capital Management Roseland, New Jersey	$43.5M	+$3.82M	3	9.48%	Increased
1821	Wittenberg Investment Management Carlisle, Massachusetts	$43.4M	-$181K	3	16.7%	Reduced
1822	1834 Investment Advisors Milwaukee, Wisconsin	$43.4M	-$1.51M	9	5.29%	Reduced
1823	Edge Capital Group Atlanta, Georgia	$43.4M	-$595K	7	3.45%	Reduced
1824	Winch Advisory Services Appleton, Wisconsin	$43.4M	-$116K	14	15.12%	Reduced
1825	Comerica Securities Detroit, Michigan	$43.3M	+$311K	11	3.08%	Increased