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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	Sargent Bickham Lagudis Boulder, Colorado	$30M	-$1.56M	17	2.46%	Reduced
1877	Avala Global New York	$30M	+$30M	1	10.87%	New
1878	Fosun International Hong Kong, China	$30M	+$6.9M	3	2.46%	Increased
1879	Condor Capital Management Martinsville, New Jersey	$30M	+$1.38M	5	3.75%	Increased
1880	Circle Wealth Management Summit, New Jersey	$30M	+$443K	8	4.63%	Increased
1881	Campbell Capital Management Miami, Florida	$30M	-$305K	2	30.82%	Reduced
1882	Mizuho Markets Americas New York	$29.9M	+$3.53M	3	1.76%	Increased
1883	Mane Global Capital Management New York	$29.8M	-$737K	2	7.05%	Reduced
1884	Csenge Advisory Group Clearwater, Florida	$29.8M	+$169K	9	2.31%	Increased
1885	Naples Global Advisors Naples, Florida	$29.8M	-$74.6K	6	3.78%	Reduced
1886	Strategic Wealth Partners Independence, Ohio	$29.7M	+$2.73M	7	5.51%	Increased
1887	SRS Investment Management New York	$29.7M	+$6.43M	1	0.54%	Increased
1888	Smithbridge Asset Management Chadds Ford, Pennsylvania	$29.7M	+$17.6M	6	7.88%	Increased
1889	Redwood Investments Boston, Massachusetts	$29.6M	+$11.1M	4	3.96%	Increased
1890	Quantum Private Wealth Tampa, Florida	$29.6M	+$73K	9	18.75%	Increased
1891	Physicians Financial Services Raleigh, North Carolina	$29.5M	-$245K	7	13.3%	Reduced
1892	DCM Advisors New York	$29.5M	-$2.06M	6	14.29%	Reduced
1893	Weik Capital Management Wyomissing, Pennsylvania	$29.5M	-$125K	5	13.76%	Reduced
1894	Canal Insurance Company Greenville, South Carolina	$29.4M	-$18.1K	3	8.05%	Reduced
1895	Elk River Wealth Management Denver, Colorado	$29.4M	-$1.48M	5	7.12%	Reduced
1896	Ascent Group Virginia Beach, Virginia	$29.4M	-$127K	7	3.46%	Reduced
1897	CoreView Capital Management Hong Kong	$29.3M	+$20.5M	1	4.51%	Increased
1898	MAM Morse Asset Management Darien, Connecticut	$29.3M	-$4.84M	4	10.65%	Reduced
1899	Jackson Hill Advisors Houston, Texas	$29.3M	+$965K	3	25.32%	Increased
1900	Suvretta Capital Management New York	$29.3M	-$145M	1	1.23%	Reduced