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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	Community Bank Dewitt, New York	$50.3M	-$3.85M	8	5.79%	Reduced
1802	XN LP New York	$50.2M	+$50.1M	1	4.37%	New
1803	Thames Capital Management Roseland, New Jersey	$50.2M	+$1.27M	3	9.61%	Increased
1804	Lake Street Private Wealth Chicago, Illinois	$50.1M	+$7.32M	8	8.78%	Increased
1805	KWMG King Wealth Management Group Naples, Florida	$50M	-$753K	7	9.28%	Reduced
1806	Intact Investment Management Montreal, Quebec, Canada	$50M	+$409K	6	1.27%	Increased
1807	Ninety One Cape Town, South Africa	$50M	+$14.3M	5	14.59%	Increased
1808	First Midwest Bank Trust Division Joliet, Illinois	$49.9M	-$2.42M	6	6.43%	Reduced
1809	Alley Company Lake Forest, Illinois	$49.9M	+$363K	4	7.91%	Increased
1810	Texas Yale Capital Corp St. Petersburg, Florida	$49.9M	+$3.03M	7	2.54%	Increased
1811	Caxton Associates (New York) New York	$49.9M	+$10.9M	9	5.08%	Increased
1812	CBT Central Bank & Trust Lexington, Kentucky	$49.8M	+$490K	9	7.69%	Increased
1813	Proficio Capital Partners Newton, Massachusetts	$49.7M	-$2.6M	8	6.92%	Reduced
1814	Telos Capital Management San Diego, California	$49.6M	+$290K	6	6.2%	Increased
1815	KPCB XV Associates Menlo Park, California	$49.6M	$0	1	39.09%	Maintained
1816	LA Lynch & Associates Newburgh, Indiana	$49.5M	-$1.71M	4	11.68%	Reduced
1817	Regal Investment Advisors Kentwood, Michigan	$49.5M	-$12K	13	4.38%	Reduced
1818	Pacifica Capital Investments Leander, Texas	$49.4M	-$493K	2	15.21%	Reduced
1819	Beutel, Goodman & Co Toronto, Ontario, Canada	$49.3M	-$156M	4	0.28%	Reduced
1820	Riverpark Capital Management New York	$49.2M	-$7.66M	6	17.73%	Reduced
1821	Jaffetilchin Investment Partners Tampa, Florida	$49.2M	+$172K	8	4.65%	Increased
1822	Jackson Square Capital San Francisco, California	$49.1M	+$2.59M	9	14.14%	Increased
1823	Stokes Family Office New Orleans, Louisiana	$49.1M	+$677K	6	6.1%	Increased
1824	Keel Point Huntsville, Alabama	$49.1M	+$199K	7	5.51%	Increased
1825	RKL Wealth Management Lancaster, Pennsylvania	$49M	-$574K	6	5.81%	Reduced