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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	CL CIM LLC Albany, New York	$33.7M	+$113K	4	6.69%	Increased
1927	KC Keenan Capital Burlingame, California	$33.7M	$0	2	6.13%	Maintained
1928	Stevens Capital Management Radnor, Pennsylvania	$33.7M	+$17.9M	4	8.37%	Increased
1929	SCA Sassicaia Capital Advisers Jericho, New York	$33.7M	+$23.9M	6	29.3%	Increased
1930	Strategic Blueprint Atlanta, Georgia	$33.7M	-$448K	7	3.47%	Reduced
1931	PT Plimoth Trust Plymouth, Massachusetts	$33.6M	+$317K	6	10.43%	Increased
1932	CM Conifer Management New York	$33.6M	$0	1	4.03%	Maintained
1933	CFM Wealth Partners Austin, Texas	$33.6M	-$9.29M	6	9.06%	Reduced
1934	Grandeur Peak Global Advisors Salt Lake City, Utah	$33.6M	+$10.7M	2	2.05%	Increased
1935	Arthedge Capital Management Jericho, New York	$33.5M	+$308K	4	34.03%	Increased
1936	CCPM Cooper Creek Partners Management New York	$33.5M	-$1.23M	3	2.35%	Reduced
1937	NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$33.4M	-$865K	4	10.28%	Reduced
1938	CWM Cornerstone Wealth Management St. Peters, Missouri	$33.4M	+$30.5M	8	3.28%	New
1939	Live Oak Private Wealth Wilmington, North Carolina	$33.4M	+$278K	4	6.9%	Increased
1940	Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$33.4M	-$15M	1	3.97%	Reduced
1941	Marietta Wealth Management Marietta, Georgia	$33.3M	+$2.12M	5	7.08%	Increased
1942	Bank Hapoalim BM Tel Aviv, Israel	$33.3M	-$10.5M	9	4.6%	Reduced
1943	Royal Fund Management Lady Lake, Florida	$33.3M	+$2.07M	8	4.76%	Increased
1944	B.O.S.S. Retirement Advisors Lehi, Utah	$33.3M	+$2.05M	6	7.82%	Increased
1945	Sands Capital Ventures Arlington, Virginia	$33.3M	$0	1	8.22%	Maintained
1946	VST Van Strum & Towne San Francisco, California	$33.1M	+$51K	5	14.15%	Increased
1947	Intact Investment Management Montreal, Quebec, Canada	$33.1M	-$1.18M	8	1.36%	Reduced
1948	Laidlaw Wealth Management New York City, New York	$33.1M	+$147K	6	6.75%	Increased
1949	Two Point Capital Management Pittsford, New York	$33.1M	+$34	3	19.47%	Increased
1950	Greatmark Investment Partners Columbus, Georgia	$33M	+$1.15M	6	5.89%	Increased