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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	No Street GP LP San Francisco, California	$41.6M	-$988K	1	3.07%	Reduced
2127	LJHT Laurie J. Hall Trustee	$41.5M	-$537K	11	14.63%	Reduced
2128	Cantor Fitzgerald Investment Advisors New York	$41.5M	-$10.7M	3	3.08%	Reduced
2129	Infusive Asset Management New York	$41.4M	-$3.61M	2	15.98%	Reduced
2130	Financial Insights Tacoma, Washington	$41.4M	+$1.57M	5	11.55%	Increased
2131	Wells Trecaso Financial Group Akron, Ohio	$41.4M	+$28.4K	5	14.63%	Increased
2132	GFG Capital Miami, Florida	$41.3M	+$984K	6	10.48%	Increased
2133	SWK Stephen W. Kidder	$41.2M	-$2.16M	4	13.16%	Reduced
2134	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$41.2M	-$750K	6	7.88%	Reduced
2135	BCA Bray Capital Advisors Naples, Florida	$41.1M	-$421K	5	10.44%	Reduced
2136	Sandler Capital Management New York	$41.1M	-$2.71M	4	3%	Reduced
2137	Advisornet Financial Minnetonka, Minnesota	$41.1M	-$2.2M	24	3.95%	Reduced
2138	NWF Advisory Services Los Angeles, California	$41M	+$5.45M	9	6.84%	Increased
2139	Koshinski Asset Management Decatur, Illinois	$40.9M	+$3.67M	8	4.18%	Increased
2140	Gavilan Investment Partners Burlingame, California	$40.9M	$0	1	13.3%	Maintained
2141	Westbourne Investment Advisors Annapolis, Maryland	$40.8M	+$51.9K	4	15.02%	Increased
2142	Cherry Creek Investment Advisors Englewood, Colorado	$40.8M	-$1.62M	10	22.1%	Reduced
2143	Nilsine Partners Greenwood Village, Colorado	$40.7M	+$2.34M	7	5.56%	Increased
2144	Nicolet Advisory Services Green Bay, Wisconsin	$40.7M	+$1.67M	6	4.14%	Increased
2145	WealthPlan Investment Management Omaha, Nebraska	$40.7M	-$1.2M	5	6.21%	Reduced
2146	Delta Investment Management San Francisco, California	$40.7M	-$1.26M	5	9.24%	Reduced
2147	9258 Wealth Management Blue Ash, Ohio	$40.6M	-$304K	7	6.33%	Reduced
2148	Principal Street Partners Memphis, Tennessee	$40.6M	-$4.71M	6	7.67%	Reduced
2149	AIA AIMZ Investment Advisors Los Altos, California	$40.6M	+$6.44M	7	15.13%	Increased
2150	Canal Insurance Company Greenville, South Carolina	$40.5M	$0	3	10.38%	Maintained