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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
1926	AOWM Asset One Wealth Management Bellevue, Washington	$73M	+$1.44M	5	7.71%	Increased
1927	Tema ETFs New York	$72.9M	+$7.3M	9	2.36%	Increased
1928	AAP Ardsley Advisory Partners Stamford, Connecticut	$72.9M	+$19.4M	6	7.59%	Increased
1929	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$72.9M	+$849K	5	13.82%	Increased
1930	PCTC Perkins Coie Trust Company Seattle, Washington	$72.8M	-$143K	9	12.07%	Reduced
1931	FM Family Management New York	$72.7M	+$92.7K	7	7.46%	Increased
1932	IWA IBEX Wealth Advisors Bedminster, New Jersey	$72.7M	-$5.37M	6	5.7%	Reduced
1933	TIC TriCert Investment Counsel Waterloo,	$72.7M	+$76.5M	4	6.77%	New
1934	CWM Chemistry Wealth Management New York	$72.7M	+$1.79M	6	11.62%	Increased
1935	BFG Berger Financial Group Plymouth, Minnesota	$72.7M	+$2.01M	9	3.71%	Increased
1936	NAS NWF Advisory Services Los Angeles, California	$72.6M	+$2.23M	8	6.82%	Increased
1937	CFP Catalyst Financial Partners Boston, Massachusetts	$72.5M	+$4.91M	10	7.19%	Increased
1938	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$72.5M	+$470K	7	10.67%	Increased
1939	CBT Central Bank & Trust Lexington, Kentucky	$72.4M	-$588K	7	10.27%	Reduced
1940	CAM Capco Asset Management Tampa, Florida	$72.3M	-$1.32M	3	19.77%	Reduced
1941	AAM Auxier Asset Management Aurora, Oregon	$72.3M	-$854K	7	9.7%	Reduced
1942	AWM Absher Wealth Management Chapel Hill, North Carolina	$72.3M	-$1.17M	4	8.23%	Reduced
1943	BPAMU BTG Pactual Asset Management US New York	$72.2M	+$3.94M	6	4.49%	Increased
1944	NP Nilsine Partners Greenwood Village, Colorado	$72.2M	+$3.8M	11	4.99%	Increased
1945	SFO Stokes Family Office New Orleans, Louisiana	$72.2M	-$11.8M	6	8.41%	Reduced
1946	WCM Whitener Capital Management Rocky Mount, North Carolina	$72.1M	+$1.01M	8	15.28%	Increased
1947	PGAM Princeton Global Asset Management Princeton, New Jersey	$71.9M	-$1.91M	11	10.31%	Reduced
1948	CIG Consolidated Investment Group Englewood, Colorado	$71.9M	+$1.77M	6	6.25%	Increased
1949	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$71.9M	-$856K	8	4.28%	Reduced
1950	TIP Torray Investment Partners Bethesda, Maryland	$71.8M	+$5.37M	5	9.69%	Increased