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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
2051	Mayflower Financial Advisors Boston, Massachusetts	$34.7M	-$56.1K	9	5.18%	Reduced
2052	Renaissance Investment Group Lenox, Massachusetts	$34.6M	-$482K	5	9.65%	Reduced
2053	Lawson Kroeker Investment Management Omaha, Nebraska	$34.6M	-$34.4K	4	7.63%	Reduced
2054	Stonebridge Capital Management Los Angeles, California	$34.6M	-$4.86M	6	18.9%	Reduced
2055	Marietta Wealth Management Marietta, Georgia	$34.6M	-$10.9M	4	6.87%	Reduced
2056	Strategic Vision Investment Hong Kong	$34.6M	+$3.64M	2	33.42%	Increased
2057	Lakeside Advisors Seattle, Washington	$34.6M	+$305K	4	26.54%	Increased
2058	Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$34.6M	-$696K	2	1.8%	Reduced
2059	WCM Woodson Capital Management Greenwich, Connecticut	$34.4M	-$17.1M	1	6.7%	Reduced
2060	Van Berkom & Associates Montreal, Quebec, Canada	$34.4M	+$10.2M	1	1.12%	Increased
2061	Oxler Private Wealth Rye Brook, New York	$34.3M	+$9.6K	5	17.26%	Increased
2062	Aviance Capital Partners Naples, Florida	$34.3M	-$1.68M	7	7.72%	Reduced
2063	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$34.2M	-$80.3K	8	9.39%	Reduced
2064	Princeton Global Asset Management Princeton, New Jersey	$34.2M	+$1.84M	10	9.71%	Increased
2065	Incline Global Management New York	$34.2M	+$24.8M	3	11.01%	Increased
2066	P. Schoenfeld Asset Management (PSAM) New York	$34.2M	+$32.9M	1	2.77%	New
2067	Nilsine Partners Greenwood Village, Colorado	$34.2M	+$2.37M	7	5.17%	Increased
2068	SWK Stephen W. Kidder	$34.2M	+$459K	4	11.86%	Increased
2069	Bell Bank Fargo, North Dakota	$34.2M	+$456K	7	3.74%	Increased
2070	Tikehau Investment Management Paris, France	$34.2M	-$6.7M	3	27.81%	Reduced
2071	Vishria Bird Financial Group Memphis, Tennessee	$34.2M	-$12.7K	5	19.36%	Reduced
2072	Stoneridge Investment Partners Radnor, Pennsylvania	$34.1M	+$202K	4	16.11%	Increased
2073	BFSG LLC Irvine, California	$34.1M	-$66.8K	4	5.54%	Reduced
2074	Financial Partners Group (Kansas) Overland Park, Kansas	$34.1M	+$1.01M	5	7.04%	Increased
2075	CM Conifer Management New York	$34.1M	$0	1	3.85%	Maintained