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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	University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$73.3M	-$3.04M	7	10.37%	Reduced
1952	Institute for Wealth Management Denver, Colorado	$73.2M	-$1.32M	10	7.76%	Reduced
1953	Chemistry Wealth Management New York	$73.2M	-$1.57M	6	13.69%	Reduced
1954	Estuary Capital Management Wayzata, Minnesota	$73M	+$74M	2	12.98%	New
1955	Leo Wealth LLC Hurst, Texas	$72.7M	+$25.3M	7	5.28%	Increased
1956	Rockline Wealth Management Plainview, New York	$72.7M	+$2.35M	7	14.83%	Increased
1957	Jackson Hole Capital Partners Tulsa, Oklahoma	$72.7M	-$592K	7	12.45%	Reduced
1958	Burkehill Global Management New York	$72.7M	-$15.2M	2	4.78%	Reduced
1959	HH HWG Holdings Houston, Texas	$72.6M	+$2.34M	3	17.6%	Increased
1960	Delta Investment Management San Francisco, California	$72.6M	+$2.73M	8	12.6%	Increased
1961	Romano Brothers & Co Evanston, Illinois	$72.6M	-$843K	6	8.25%	Reduced
1962	Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$72.5M	$0	6	18.74%	Maintained
1963	Covenant Asset Management Chester, New Jersey	$72.5M	+$235K	5	8.58%	Increased
1964	Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$72.5M	+$25.8M	2	1.63%	Increased
1965	Steel Grove Capital Advisors Memphis, Tennessee	$72.4M	-$25.7M	6	7.52%	Reduced
1966	Willis Investment Counsel Gainesville, Georgia	$72.4M	+$2M	5	3.74%	Increased
1967	North Point Portfolio Managers Orange Village, Ohio	$72.4M	+$6.59M	5	12.25%	Increased
1968	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$72.3M	-$980K	7	12.47%	Reduced
1969	Aspiriant LLC Los Angeles, California	$72.3M	+$1.77M	6	2.08%	Increased
1970	Knuff & Co Foster City, California	$72.2M	+$4.56M	8	21.29%	Increased
1971	RKL Wealth Management Lancaster, Pennsylvania	$72.1M	+$950K	6	5.92%	Increased
1972	Texas Capital Bank Wealth Management Services Dallas, Texas	$71.9M	+$20.3M	6	4.15%	Increased
1973	Sompo Asset Management Tokyo, Japan	$71.9M	-$5.59M	6	12.33%	Reduced
1974	CL CIM LLC Albany, New York	$71.9M	-$2.44M	6	9.43%	Reduced
1975	Farmers Trust Company Youngstown, Ohio	$71.8M	-$2.33M	9	11.71%	Reduced