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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	Nan Fung Trinity Central, Hong Kong, Hong Kong	$86.5M	+$19.3M	3	6.85%	Increased
1802	Retail Employees Superannuation Trust Sydney,	$86.5M	+$85M	3	23.17%	New
1803	American Assets Investment Management San Diego, California	$86.2M	+$7.62M	6	5.95%	Increased
1804	CRA Financial Services Northfield, New Jersey	$86M	+$2.48M	7	11.25%	Increased
1805	James Investment Research Alpha, Ohio	$86M	-$3.72M	5	9.39%	Reduced
1806	Journey Advisory Group Covington, Kentucky	$85.8M	-$4.38M	7	7.22%	Reduced
1807	NG Northstar Group New York	$85.8M	+$3.17M	7	11.69%	Increased
1808	Naples Global Advisors Naples, Florida	$85.7M	+$157K	7	6.4%	Increased
1809	Parkwood LLC Cleveland, Ohio	$85.5M	+$3.2M	4	6.62%	Increased
1810	City Holding Co Charleston, West Virginia	$85.5M	-$3.35M	10	10.52%	Reduced
1811	L & S Advisors Los Angeles, California	$85.5M	-$19.5M	9	7.9%	Reduced
1812	Auxier Asset Management Aurora, Oregon	$85.4M	-$72K	7	12%	Reduced
1813	Apriem Advisors Irvine, California	$85.4M	-$980K	7	7.83%	Reduced
1814	Blue Zone Wealth Advisors Los Angeles, California	$85.3M	+$11.4M	6	16.32%	Increased
1815	M MOTCO San Antonio, Texas	$85.1M	-$2.18M	13	7.72%	Reduced
1816	Selkirk Management Chatham, New Jersey	$85.1M	$0	2	22.5%	Maintained
1817	Makena Capital Management Menlo Park, California	$84.9M	-$14.8M	3	10.17%	Reduced
1818	KTF Investments Seal Beach, California	$84.7M	+$81M	5	13.91%	New
1819	Oxbow Advisors Austin, Texas	$84.4M	-$2.34M	6	7.43%	Reduced
1820	Community Bank Dewitt, New York	$84.4M	-$3.22M	8	9.97%	Reduced
1821	Two Creeks Capital Management New York	$84.4M	+$47M	2	6.92%	Increased
1822	Trustmark National Bank Trust Department Jackson, Mississippi	$84.3M	-$2.62M	7	5.32%	Reduced
1823	Valicenti Advisory Services Elmira, New York	$84.2M	+$446K	5	17.62%	Increased
1824	Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$84.2M	+$103K	6	12.67%	Increased
1825	Bellecapital Zurich, Switzerland	$84.1M	-$16.3M	7	14.92%	Reduced