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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	Solidarity Wealth Lehi, Utah	$56.8M	+$2.11M	4	17.76%	Increased
1802	John G. Ullman & Associates Corning, New York	$56.6M	-$2.05M	8	8.68%	Reduced
1803	Atomi Financial Group New York	$56.6M	+$11.5M	10	5.22%	Increased
1804	IC Immersion Capital London, United Kingdom	$56.4M	$0	2	22.33%	Maintained
1805	Symmetry Partners Glastonbury, Connecticut	$56.2M	-$3.2M	11	4.4%	Reduced
1806	Perkins Coie Trust Company Seattle, Washington	$56.1M	-$966K	10	13.15%	Reduced
1807	Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$56M	$0	6	17.49%	Maintained
1808	Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland	$55.9M	+$32.1M	4	20.34%	Increased
1809	Vista Equity Partners Management San Francisco, California	$55.9M	+$16.3M	3	1.5%	Increased
1810	Strategic Planning Group Bountiful, Utah	$55.9M	+$9.7M	8	13.97%	Increased
1811	Shikiar Asset Management New York	$55.9M	-$3.9M	3	16.31%	Reduced
1812	Spirepoint Private Client Vero Beach, Florida	$55.9M	+$53M	6	8.51%	New
1813	Rosenblum Silverman Sutton San Francisco, California	$55.8M	-$888K	4	15.81%	Reduced
1814	QV Investors Calgary, Alberta, Canada	$55.7M	+$1.7M	4	4.84%	Increased
1815	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$55.7M	+$459K	11	9.5%	Increased
1816	M MOTCO San Antonio, Texas	$55.7M	+$1.64M	7	3.33%	Increased
1817	CWM Cornerstone Wealth Management St. Peters, Missouri	$55.5M	+$1.83M	9	4.5%	Increased
1818	Simon Quick Advisors Morristown, New Jersey	$55.5M	+$8.46M	7	4.16%	Increased
1819	Zions Bancorporation Salt Lake City, Utah	$55.4M	-$189K	16	4.08%	Reduced
1820	Constitution Capital Shelton, Connecticut	$55.4M	+$1.19M	3	31.3%	Increased
1821	Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$55.3M	+$21.2M	2	2.77%	Increased
1822	Mather Group Chicago, Illinois	$55.3M	-$1.45M	22	0.87%	Reduced
1823	Private Management Group Irvine, California	$55.2M	+$3.89M	5	2.09%	Increased
1824	GJCM Grand Jean Capital Management San Francisco, California	$55.2M	-$1.66M	4	14.57%	Reduced
1825	Fiduciary Alliance Greenville, South Carolina	$55.2M	+$2.1M	5	9.74%	Increased