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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	HP Hound Partners New York	$42M	-$23.1M	1	9.53%	Reduced
1877	Farley Capital New York	$42M	-$73.4K	4	45.6%	Reduced
1878	Capital Planning Advisors Roseville, California	$41.9M	+$920K	6	8.5%	Increased
1879	Bourgeon Capital Management Darien, Connecticut	$41.9M	-$189K	11	9.77%	Reduced
1880	Physicians Financial Services Raleigh, North Carolina	$41.9M	-$96.1K	7	16.44%	Reduced
1881	Winton Group London, United Kingdom	$41.8M	+$3.22M	8	3.5%	Increased
1882	PWP Pursue Wealth Partners Clayton, California	$41.8M	+$3.09M	12	26.24%	Increased
1883	Novo Holdings A/S Hellerup, Denmark	$41.7M	$0	1	3.23%	Maintained
1884	Naples Global Advisors Naples, Florida	$41.7M	+$639K	6	4.89%	Increased
1885	Woodmont Investment Counsel Nashville, Tennessee	$41.6M	+$110K	6	4.32%	Increased
1886	Bright Rock Capital Management Hanover, Massachusetts	$41.6M	-$2.3M	2	9.7%	Reduced
1887	CWM Cornerstone Wealth Management St. Peters, Missouri	$41.6M	+$1.78M	9	3.71%	Increased
1888	Mather Group Chicago, Illinois	$41.6M	+$4.28M	8	0.66%	Increased
1889	Analyst IMS Investment Management Services Tel-Aviv, Israel	$41.5M	-$410K	7	2.79%	Reduced
1890	Circle Wealth Management Summit, New Jersey	$41.5M	-$1.07M	8	5.48%	Reduced
1891	Cornerstone Advisory Hunt Valley, Maryland	$41.5M	-$1.63M	9	7.28%	Reduced
1892	Condor Capital Management Martinsville, New Jersey	$41.4M	-$106K	4	4.96%	Reduced
1893	Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$41.2M	+$202K	6	11.71%	Increased
1894	Arjuna Capital Durham, North Carolina	$41.2M	-$2.64M	5	14.61%	Reduced
1895	Genesis Investment Management London, United Kingdom	$41.1M	-$6.41M	2	4.46%	Reduced
1896	Stonebridge Capital Management Los Angeles, California	$41.1M	-$2.19M	6	19.14%	Reduced
1897	DCM Advisors New York	$41.1M	+$147K	6	17.6%	Increased
1898	Zions Bancorporation Salt Lake City, Utah	$41.1M	-$871K	16	3.47%	Reduced
1899	Colonial Trust Spartanburg, South Carolina	$41M	-$658K	14	9.82%	Reduced
1900	Optas LLC Austin, Texas	$40.9M	-$82.8K	5	13.69%	Reduced