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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
1951	Legion Partners Asset Management Los Angeles, California	$29.5M	+$9.13M	1	10.67%	Increased
1952	De Burlo Group Boston, Massachusetts	$29.5M	+$25.5M	6	7.03%	Increased
1953	Seven Eight Capital New York	$29.5M	+$25.7M	8	5.9%	Increased
1954	HIM Hotaling Investment Management Wayne, Pennsylvania	$29.4M	+$88.2K	5	14.11%	Increased
1955	West Branch Capital Amherst, Massachusetts	$29.4M	+$95.3K	14	18.25%	Increased
1956	Berkshire Bank Pittsfield, Massachusetts	$29.3M	+$32.9K	6	8.97%	Increased
1957	Apriem Advisors Irvine, California	$29.3M	-$580K	4	5.29%	Reduced
1958	NG Northstar Group New York	$29.3M	+$80K	6	8.78%	Increased
1959	Continuum Advisory Eagle, Idaho	$29.3M	-$654K	6	5.17%	Reduced
1960	GM Advisory Group Melville, New York	$29.2M	+$483K	7	3.67%	Increased
1961	WM WS Management Jacksonville, Florida	$29.2M	$0	2	2.65%	Maintained
1962	RiverPark Advisors New York	$29.2M	-$6.15M	5	9.47%	Reduced
1963	Stamos Capital Partners Menlo Park, California	$29.2M	-$1.58M	7	7.41%	Reduced
1964	Duff & Phelps Investment Management Chicago, Illinois	$29.1M	+$191K	6	0.37%	Increased
1965	Solidarity Wealth Lehi, Utah	$29.1M	-$4.87M	6	16.86%	Reduced
1966	Laidlaw Wealth Management New York City, New York	$29.1M	-$410K	5	6.79%	Reduced
1967	Perkins Coie Trust Company Seattle, Washington	$29.1M	+$450K	8	11.14%	Increased
1968	Scholtz & Company Stamford, Connecticut	$29M	-$13.7M	3	20.75%	Reduced
1969	Avior Wealth Management Omaha, Nebraska	$29M	+$199K	17	2.4%	Increased
1970	Cypress Asset Management Houston, Texas	$29M	-$93.4K	4	11.11%	Reduced
1971	Naples Global Advisors Naples, Florida	$29M	+$514K	6	3.99%	Increased
1972	Foundations Investment Advisors Phoenix, Arizona	$29M	+$1.62M	9	1.26%	Increased
1973	Wittenberg Investment Management Carlisle, Massachusetts	$28.9M	+$40.1K	3	12.31%	Increased
1974	Private Management Group Irvine, California	$28.9M	+$12.5M	5	1.35%	Increased
1975	AlphaStar Capital Management Cornelius, North Carolina	$28.9M	-$1.8M	8	3.1%	Reduced