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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	SageView Advisory Group Newport Beach, California	$54.9M	+$199K	7	2.34%	Increased
1852	Seaview Investment Managers Miami, Florida	$54.9M	+$15.3M	8	13.33%	Increased
1853	Oakworth Capital Birmingham, Alabama	$54.8M	-$2.27M	13	3.82%	Reduced
1854	PCM Palestra Capital Management New York	$54.8M	-$294M	1	2.16%	Reduced
1855	St. Denis J. Villere & Co New Orleans, Louisiana	$54.8M	+$4.16M	4	5.29%	Increased
1856	Ascent Wealth Partners New Hartford, New York	$54.7M	+$4.44M	6	7.34%	Increased
1857	Canvas Wealth Advisors Shawnee, Kansas	$54.6M	+$8.05M	6	14.02%	Increased
1858	Absher Wealth Management Chapel Hill, North Carolina	$54.6M	-$26.9K	5	7.16%	Reduced
1859	Invesco LLC (Illinois) Des Plaines, Illinois	$54.5M	+$2.92M	6	22.4%	Increased
1860	Hodges Capital Management Dallas, Texas	$54.5M	-$14.5M	8	5.43%	Reduced
1861	Honeycomb Asset Management New York	$54.5M	-$37.6M	4	26%	Reduced
1862	Woodmont Investment Counsel Nashville, Tennessee	$54.3M	+$1.26M	6	3.92%	Increased
1863	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$54.3M	-$14.3M	5	10.49%	Reduced
1864	Bender Robert & Associates Pasadena, California	$54.2M	+$1.96M	5	13.68%	Increased
1865	Nelson Capital Management Menlo Park, California	$54.1M	-$475K	6	9.34%	Reduced
1866	UNICOM Systems Las Vegas, Nevada	$54M	+$6.67M	7	10.99%	Increased
1867	Rice Partnership Honolulu, Hawaii	$54M	-$8.55M	4	11.08%	Reduced
1868	Maestria Partners Atlanta, Georgia	$54M	$0	4	22.8%	Maintained
1869	Discovery Capital Management South Norwalk, Connecticut	$53.9M	-$67.1M	2	6.45%	Reduced
1870	Dark Forest Capital Management San Juan, Puerto Rico	$53.8M	+$38.9M	14	2.45%	Increased
1871	Stokes Family Office New Orleans, Louisiana	$53.8M	-$296K	6	6.05%	Reduced
1872	Covenant Asset Management Chester, New Jersey	$53.7M	-$1.29M	5	11.82%	Reduced
1873	Hennion & Walsh Asset Management Parsippany, New Jersey	$53.5M	+$1.41M	10	2.38%	Increased
1874	South Street Advisors New York	$53.2M	+$277K	4	8.7%	Increased
1875	Cassaday & Co Wealth Management Mclean, Virginia	$53.2M	+$1.5M	6	1.5%	Increased