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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
1826	RKL Wealth Management Lancaster, Pennsylvania	$55.1M	-$265K	6	5.46%	Reduced
1827	WPI Walter Public Investments Westmount, Canada	$55M	-$877K	2	10.77%	Reduced
1828	Parcion Private Wealth Bellevue, Washington	$55M	-$6.52M	7	4.84%	Reduced
1829	West Branch Capital Amherst, Massachusetts	$55M	+$4.02M	13	22.19%	Increased
1830	SCM Soros Capital Management New York	$55M	+$46.4M	2	10.09%	Increased
1831	Capital Asset Advisory Services Williamston, Michigan	$54.9M	+$1.82M	6	3.15%	Increased
1832	Monetary Management Group St Louis, Missouri	$54.9M	+$1.71M	7	15.29%	Increased
1833	Leo Wealth LLC Hurst, Texas	$54.9M	+$980K	7	5.62%	Increased
1834	MRCM M&R Capital Management Summit, New Jersey	$54.9M	-$1.57M	9	13.44%	Reduced
1835	Krilogy Financial St. Louis, Missouri	$54.9M	-$432K	4	4.21%	Reduced
1836	Senvest Management New York	$54.8M	+$41.2M	2	2.1%	Increased
1837	RIT Capital Partners London, United Kingdom	$54.8M	+$50.7M	1	9.75%	New
1838	RFG Advisory Birmingham, Alabama	$54.7M	+$315K	9	1.86%	Increased
1839	Regal Partners Sydney, NSW, Australia	$54.6M	+$3.86M	2	5.49%	Increased
1840	Makena Capital Management Menlo Park, California	$54.6M	-$10.5M	3	12.71%	Reduced
1841	Avalon Global Asset Management San Francisco, California	$54.5M	+$1.97M	5	7.87%	Increased
1842	Lighthouse Investment Partners Palm Beach Gardens, Florida	$54.5M	-$7.22M	6	2.52%	Reduced
1843	WESPAC Advisors SoCal Pasadena, California	$54.5M	+$298K	3	14.26%	Increased
1844	BCM Bayesian Capital Management Brooklyn, New York	$54.4M	-$12.3M	13	5.2%	Reduced
1845	Hutchinson Capital Management San Rafael, California	$54.3M	+$270K	5	10.99%	Increased
1846	Syon Capital San Francisco, California	$54.2M	+$372K	7	5.12%	Increased
1847	MKC M. Kraus & Co Shelburne, Vermont	$54.2M	+$352K	6	16.44%	Increased
1848	Capital Investment Advisory Services Raleigh, North Carolina	$54M	-$2.97M	11	5.79%	Reduced
1849	Gemsstock Ltd London, United Kingdom	$54M	+$23.8M	2	20.36%	Increased
1850	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$53.9M	-$312K	3	5.36%	Reduced