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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
1851	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$60M	-$1.52M	11	10.4%	Reduced
1852	GJCM Grand Jean Capital Management San Francisco, California	$59.9M	-$1.04M	5	14.92%	Reduced
1853	John G. Ullman & Associates Corning, New York	$59.8M	+$3.5M	8	9.12%	Increased
1854	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$59.7M	+$842K	6	5.78%	Increased
1855	Bourgeon Capital Management Darien, Connecticut	$59.6M	+$586K	4	11.68%	Increased
1856	Legacy Advisors Plymouth Meeting, Pennsylvania	$59.6M	+$2.66M	7	7.25%	Increased
1857	Dumont & Blake Investment Advisors Princeton, New Jersey	$59.5M	+$28M	7	8.43%	Increased
1858	Perkins Coie Trust Company Seattle, Washington	$59.5M	-$1.33M	8	13.83%	Reduced
1859	Zions Bancorporation Salt Lake City, Utah	$59.4M	-$272K	17	4.76%	Reduced
1860	Moloney Securities Asset Management Manchester, Missouri	$59.4M	+$3.82M	9	8.58%	Increased
1861	Leo Wealth LLC Hurst, Texas	$59.3M	+$96.8K	7	6.05%	Increased
1862	Physicians Financial Services Raleigh, North Carolina	$59.2M	+$1.16M	6	19.27%	Increased
1863	MKC M. Kraus & Co Shelburne, Vermont	$59.2M	-$638K	6	18.14%	Reduced
1864	Stokes Family Office New Orleans, Louisiana	$59.2M	+$879K	6	6.94%	Increased
1865	L1 Capital International Sydney NSW 2000, Australia	$59.1M	+$7.15M	3	23.65%	Increased
1866	Hennessy Advisors Inc Novato, California	$59M	+$6.68M	2	2.23%	Increased
1867	Certuity North Palm Beach, Florida	$58.9M	+$8.7M	7	4.69%	Increased
1868	Conning Inc Hartford, Connecticut	$58.8M	+$4.92M	8	2.12%	Increased
1869	AQR Arbitrage Greenwich, Connecticut	$58.8M	+$49M	3	1.52%	Increased
1870	KWMG King Wealth Management Group Naples, Florida	$58.8M	+$1.66M	7	9.8%	Increased
1871	Asset Dedication LLC San Francisco, California	$58.8M	+$3.14M	18	4.07%	Increased
1872	Senvest Management New York	$58.5M	-$5.55M	1	2.25%	Reduced
1873	Leuthold Group Minneapolis, Minnesota	$58.4M	-$6.48M	4	6.75%	Reduced
1874	WESPAC Advisors SoCal Pasadena, California	$58.4M	-$1.69M	3	14.67%	Reduced
1875	Harbour Trust & Investment Management Michigan City, Indiana	$58.4M	+$892K	6	6.96%	Increased