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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
2076	Cinctive Capital Management New York	$33.2M	-$18.9M	6	1.62%	Reduced
2077	Fernwood Investment Management Quincy, Massachusetts	$33.2M	-$203K	9	11.39%	Reduced
2078	KCM Karp Capital Management Sausalito, California	$33.1M	+$652K	7	4.67%	Increased
2079	Marietta Investment Partners Milwaukee, Wisconsin	$33M	+$3.68M	6	7.56%	Increased
2080	Exane Derivatives Paris, France	$33M	+$1.6M	15	7.92%	Increased
2081	Blue Grotto Capital Atlanta, Georgia	$33M	+$11.7M	2	8.73%	Increased
2082	Court Place Advisors Ellicott City, Maryland	$32.7M	+$156K	4	9.68%	Increased
2083	Harbour Capital Advisors Tysons Corner, Virginia	$32.7M	+$545K	8	8.61%	Increased
2084	Optimal Asset Management Los Altos, California	$32.7M	-$6.54M	8	4.09%	Reduced
2085	Sequoia Financial Advisors Akron, Ohio	$32.7M	-$81.6M	8	3.32%	Reduced
2086	Krilogy Financial St. Louis, Missouri	$32.6M	-$583K	8	3.26%	Reduced
2087	Quadrant Private Wealth Management Center Valley, Pennsylvania	$32.6M	-$3.94M	7	13.47%	Reduced
2088	SimplyRich Carlsbad, California	$32.5M	-$62.1K	7	11.82%	Reduced
2089	McDonald Partners Cleveland, Ohio	$32.5M	+$497K	7	7.62%	Increased
2090	MJP Michael J. Puzo	$32.5M	-$1.48M	3	10.29%	Reduced
2091	Asset Dedication LLC San Francisco, California	$32.5M	+$2.39M	18	4.28%	Increased
2092	SM Sabby Management Miami Beach, Florida	$32.4M	+$40.8M	2	4.38%	Increased
2093	FIM FWL Investment Management Dallas, Texas	$32.4M	-$594K	5	20.38%	Reduced
2094	Marietta Wealth Management Marietta, Georgia	$32.4M	+$339K	5	7.07%	Increased
2095	Ninety One Cape Town, South Africa	$32.3M	-$754K	5	12.57%	Reduced
2096	Cooper Financial Group Irvine, California	$32.3M	+$253K	7	6.71%	Increased
2097	Old Second National Bank of Aurora Aurora, Illinois	$32.3M	-$993K	9	8.72%	Reduced
2098	Canal Insurance Company Greenville, South Carolina	$32.3M	$0	2	10.95%	Maintained
2099	AlphaCrest Capital Management New York	$32.2M	-$5.66M	14	1.67%	Reduced
2100	Stratos Wealth Advisors Beachwood, Ohio	$32.2M	+$145K	12	2.75%	Increased