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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	GCM Grosvenor Holdings Chicago, Illinois	$48.5M	$0	1	7.1%	Maintained
2052	Verity & Verity Beaufort, South Carolina	$48.4M	+$1.16M	5	5.28%	Increased
2053	Kavar Capital Partners Group Leawood, Kansas	$48.4M	+$299K	5	8.73%	Increased
2054	CL CIM LLC Albany, New York	$48.4M	-$221K	6	7.27%	Reduced
2055	SeaBridge Investment Advisors Summit, New Jersey	$48.3M	-$1.05M	8	12.53%	Reduced
2056	Sage Mountain Advisors Atlanta, Georgia	$48.3M	+$6.24M	6	4.47%	Increased
2057	Sierra Summit Advisors Incline Village, Nevada	$48.3M	+$2.05M	8	11.98%	Increased
2058	Alaska Permanent Fund Juneau, Alaska	$48.3M	-$44.8K	8	0.71%	Reduced
2059	Marietta Investment Partners Milwaukee, Wisconsin	$48.2M	+$1.73M	6	10.59%	Increased
2060	Grandeur Peak Global Advisors Salt Lake City, Utah	$48.2M	+$4.1M	2	3.85%	Increased
2061	IC Immersion Capital London, United Kingdom	$48.2M	-$16.9M	2	26.96%	Reduced
2062	MJP Michael J. Puzo	$48.1M	-$741K	4	13.36%	Reduced
2063	Dynasty Wealth Management St. Petersburg, Florida	$48.1M	+$1.3M	5	1.42%	Increased
2064	Scholtz & Company Stamford, Connecticut	$48M	-$237K	3	20.46%	Reduced
2065	Westover Capital Advisors Wilmington, Delaware	$48M	+$1.44M	7	12.37%	Increased
2066	Jacobi Capital Management Pittston, Pennsylvania	$47.9M	+$1.04M	8	4.16%	Increased
2067	Sigma Investment Counselors Northville, Michigan	$47.9M	-$588K	5	3%	Reduced
2068	Horizon Investments Charlotte, North Carolina	$47.8M	-$35.4M	13	1.32%	Reduced
2069	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$47.8M	-$5.83M	4	2.06%	Reduced
2070	Parsifal Capital Management Greenwich, Connecticut	$47.7M	-$21.7M	1	3.45%	Reduced
2071	Jackson Wealth Management Lake Mary, Florida	$47.7M	-$30.9M	4	10.24%	Reduced
2072	Spectrum Wealth Counsel Indianapolis, Indiana	$47.7M	+$1.47M	7	6.03%	Increased
2073	Trek Financial Scottsdale, Arizona	$47.7M	+$2.77M	10	3.79%	Increased
2074	Laurion Capital Management New York	$47.6M	-$111M	3	0.56%	Reduced
2075	L2 Asset Management Wayland, Massachusetts	$47.6M	+$6.65M	7	14.35%	Increased