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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	Newport Trust Company Washington, District of Columbia	$40.8M	-$1.99M	2	0.11%	Reduced
1927	Avior Wealth Management Omaha, Nebraska	$40.8M	+$326K	17	3.52%	Increased
1928	Optas LLC Austin, Texas	$40.8M	+$32.6K	5	13.34%	Increased
1929	Hayek Kallen Investment Management Fairhope, Alabama	$40.8M	+$2.06M	6	15.09%	Increased
1930	Lakehouse Capital Sydney NSW, Australia	$40.7M	+$2.72M	3	26.45%	Increased
1931	Visionary Wealth Advisors O'fallon, Illinois	$40.7M	+$3.12M	7	3.27%	Increased
1932	Roberts, Glore & Co Deerfield, Illinois	$40.7M	-$1.79M	7	11.71%	Reduced
1933	HLC Hunt Lane Capital New York	$40.6M	-$1.42M	4	25.2%	Reduced
1934	NIC Northwest Investment Counselors Lake Oswego, Oregon	$40.6M	-$509K	11	10.73%	Reduced
1935	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$40.6M	-$1.01M	5	3.96%	Reduced
1936	CL CIM LLC Albany, New York	$40.6M	-$3.07M	4	7.56%	Reduced
1937	Institutional Venture Management XIII Menlo Park, California	$40.6M	$0	1	10.37%	Maintained
1938	Focus Partners Advisor Solutions Saint Louis, Missouri	$40.6M	+$35.8M	6	4.04%	Increased
1939	Aspiriant LLC Los Angeles, California	$40.6M	-$4.84M	8	2.23%	Reduced
1940	KWMG King Wealth Management Group Naples, Florida	$40.5M	-$6.13M	6	7.96%	Reduced
1941	Cubic Asset Management Boston, Massachusetts	$40.5M	-$2.59M	6	9.44%	Reduced
1942	Eudaimonia Partners Winchester, Tennessee	$40.5M	+$39.3M	7	6.89%	New
1943	PDT Partners New York	$40.5M	+$2.51M	15	3.49%	Increased
1944	Octavia Wealth Advisors Cincinnati, Ohio	$40.5M	-$1.35M	6	9%	Reduced
1945	Chapman Investment Management San Anselmo, California	$40.4M	+$182K	3	21.52%	Increased
1946	Moore Capital Management New York	$40.4M	-$149M	5	1.03%	Reduced
1947	Aperture Investors New York	$40.4M	+$19.8M	5	5.24%	Increased
1948	Farley Capital New York	$40.4M	+$10.7M	4	38.01%	Increased
1949	Bank of New Hampshire Laconia, New Hampshire	$40.4M	-$583K	14	9.82%	Reduced
1950	Jump Financial Chicago, Illinois	$40.4M	-$10.8M	17	1.72%	Reduced