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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
1876	ECAM East Coast Asset Management Essex, Massachusetts	$77.2M	-$950K	5	22.81%	Reduced
1877	Oribel Capital Management New York	$77.1M	+$29.9M	5	2.34%	Increased
1878	BCM Bienville Capital Management New York	$77.1M	+$14.2M	7	10.29%	Increased
1879	SG StoneX Group New York	$77.1M	+$10.9M	18	3.11%	Increased
1880	MC Mirabaud & Cie Geneva, Switzerland	$77.1M	-$8.04M	6	30.93%	Reduced
1881	HWA HCR Wealth Advisors Los Angeles, California	$77M	+$1.44M	6	6.9%	Increased
1882	PP PDS Planning Dublin, Ohio	$77M	+$1.05M	13	4.46%	Increased
1883	LSPW Lake Street Private Wealth Chicago, Illinois	$76.9M	+$2.57M	11	8.8%	Increased
1884	PPWP Premier Path Wealth Partners Madison, New Jersey	$76.9M	+$1.9M	12	8.84%	Increased
1885	GFP Gryphon Financial Partners Columbus, Ohio	$76.8M	+$5.24M	8	6.77%	Increased
1886	PA Proem Advisors Dallas, Texas	$76.8M	+$5.35M	3	4.1%	Increased
1887	BPC Bearing Point Capital Bloomington, Minnesota	$76.8M	+$2.27M	7	10.37%	Increased
1888	BP Broadleaf Partners Hudson, Ohio	$76.7M	-$821K	6	14.85%	Reduced
1889	CC Cadinha & Co Honolulu, Hawaii	$76.7M	+$12.4M	5	11.36%	Increased
1890	FWP FAS Wealth Partners Leawood, Kansas	$76.7M	+$2.84M	10	3.99%	Increased
1891	WIC Woodmont Investment Counsel Nashville, Tennessee	$76.6M	+$575K	6	4.18%	Increased
1892	VAS Valicenti Advisory Services Elmira, New York	$76.6M	-$2.54M	5	14.45%	Reduced
1893	PFS Physicians Financial Services Raleigh, North Carolina	$76.5M	+$660K	6	19.09%	Increased
1894	WG Wealth Group Raleigh, North Carolina	$76.5M	+$61.7M	6	19.09%	Increased
1895	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$76.5M	+$126K	9	7.77%	Increased
1896	SIS Sound Income Strategies Ft Lauderdale, Florida	$76.5M	+$1.65M	8	3.43%	Increased
1897	CT Chicago Trust Grayslake, Illinois	$76.5M	-$424K	8	11.08%	Reduced
1898	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$76.4M	-$10.6M	5	9.26%	Reduced
1899	BCM Blume Capital Management Berkeley, California	$76.2M	+$7.16M	7	11.15%	Increased
1900	AAIM American Assets Investment Management San Diego, California	$76M	$0	6	4.6%	Maintained