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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	Walter & Keenan Wealth Management Souh Bend, Indiana	$27.8M	-$142K	6	10.97%	Reduced
2077	CCM Consolidated Capital Management Burbank, California	$27.6M	-$1.46M	3	16.57%	Reduced
2078	Vista Equity Partners Management San Francisco, California	$27.6M	-$23.2M	2	0.48%	Reduced
2079	Essex Investment Management Boston, Massachusetts	$27.6M	+$1.57M	10	4.46%	Increased
2080	ICICI Prudential Asset Management Mumbai, India	$27.6M	-$52.6K	4	5.05%	Reduced
2081	Mangrove Partners Greenwich, Connecticut	$27.6M	+$23.8M	2	1.35%	Increased
2082	Royal Fund Management Lady Lake, Florida	$27.6M	+$680K	7	4.59%	Increased
2083	7G Capital Management New York	$27.5M	+$4.71M	3	17.86%	Increased
2084	Manchester Capital Management Manchester, Vermont	$27.5M	+$1.01M	14	4.72%	Increased
2085	SFE Investment Counsel Los Angeles, California	$27.5M	-$119K	6	8.2%	Reduced
2086	CAM Contour Asset Management New York	$27.5M	-$42.9M	1	2.16%	Reduced
2087	Krilogy Financial St. Louis, Missouri	$27.5M	+$775K	7	3.19%	Increased
2088	Alpha Wave Global New York	$27.5M	-$32.4M	2	2.83%	Reduced
2089	Venturi Wealth Management Austin, Texas	$27.5M	-$9.8M	8	2.45%	Reduced
2090	Drexel Morgan & Co Radnor, Pennsylvania	$27.5M	+$43.2K	3	7.55%	Increased
2091	Riverstone Advisors New Braunfels, Texas	$27.4M	-$132K	4	17.23%	Reduced
2092	Tenere Capital New York	$27.4M	-$9.6M	2	12.91%	Reduced
2093	Kelly Lawrence W & Associates Pasadens, California	$27.4M	-$2.63M	10	7.51%	Reduced
2094	FPFS First Personal Financial Services Charlotte, North Carolina	$27.3M	-$484K	8	7.66%	Reduced
2095	Lindbrook Capital Calabasas, California	$27.3M	+$5.05M	28	4.52%	Increased
2096	BOK Financial Private Wealth Denver, Colorado	$27.3M	-$20.5M	10	2.42%	Reduced
2097	TRUE Private Wealth Advisors Salem, Oregon	$27.2M	+$379K	8	3.96%	Increased
2098	BDO Wealth Advisors Jacksonville, Florida	$27.2M	+$1.76M	19	3.34%	Increased
2099	IMOV Investment Management of Virginia Richmond, Virginia	$27.2M	+$4.87M	6	5.59%	Increased
2100	Lakehouse Capital Sydney NSW, Australia	$27.1M	-$578K	3	26.44%	Reduced