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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
2126	Eagle Rock Investment Company Atlanta, Georgia	$33.4M	+$3.64M	5	7.06%	Increased
2127	Essex Investment Management Boston, Massachusetts	$33.3M	-$6.96M	8	4.15%	Reduced
2128	Westbourne Investment Advisors Annapolis, Maryland	$33.3M	-$1.57M	4	13.79%	Reduced
2129	CM Conifer Management New York	$33.3M	-$90.6M	1	3.82%	Reduced
2130	PAR Capital Management Boston, Massachusetts	$33.3M	+$32.4M	1	0.8%	New
2131	Peachtree Investment Partners Indian River Shores,, Florida	$33.3M	+$202K	4	15.28%	Increased
2132	SOA Wealth Advisors New York	$33.2M	-$5M	13	8.1%	Reduced
2133	QV Investors Calgary, Alberta, Canada	$33.2M	+$3.02M	3	2.36%	Increased
2134	Absher Wealth Management Chapel Hill, North Carolina	$33.2M	+$234K	4	5.66%	Increased
2135	MJP Michael J. Puzo	$33.2M	-$838K	3	9.98%	Reduced
2136	Consolidated Investment Group Englewood, Colorado	$33.1M	+$1.5M	4	5.4%	Increased
2137	Financial Partners Group (Kansas) Overland Park, Kansas	$33.1M	+$72.7K	5	7.15%	Increased
2138	Kavar Capital Partners Group Leawood, Kansas	$32.9M	+$1.72M	5	7.12%	Increased
2139	TwinBeech Capital Purchase, New York	$32.9M	-$21.2M	11	1.45%	Reduced
2140	Linden Rose Investment Sugar Land, Texas	$32.8M	+$5.44M	2	54.81%	Increased
2141	Frisch Financial Group Melville, New York	$32.8M	-$139K	5	10.53%	Reduced
2142	Arrow Capital Management New York	$32.8M	-$392K	2	31.78%	Reduced
2143	John G. Ullman & Associates Corning, New York	$32.8M	-$217K	7	4.54%	Reduced
2144	In-Depth Partners Miami, Florida	$32.7M	-$7.31M	4	32.06%	Reduced
2145	Segment Wealth Management Houston, Texas	$32.7M	+$838K	7	3.37%	Increased
2146	9258 Wealth Management Blue Ash, Ohio	$32.7M	-$382K	9	7.59%	Reduced
2147	SF Symphony Financial Houston, Texas	$32.7M	+$9.8M	5	7.68%	Increased
2148	Daily Journal Corp Los Angeles, California	$32.6M	-$34.8M	1	15.35%	Reduced
2149	Steel Grove Capital Advisors Memphis, Tennessee	$32.6M	+$11.8M	5	5.11%	Increased
2150	Cadence Bank NA Houston, Texas	$32.5M	+$251K	7	9.06%	Increased