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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
2201	PKO Investment Management Joint-Stock Warsaw, Poland	$39.1M	-$13.3M	4	4.66%	Reduced
2202	Confluence Wealth Services Mcmurray, Pennsylvania	$39.1M	+$2.14M	7	3.45%	Increased
2203	Blackhill Capital Morristown, New Jersey	$39M	$0	4	2.24%	Maintained
2204	RFMS RWQ Financial Management Services Naples, Florida	$39M	+$6.65M	3	16.96%	Increased
2205	SHFA SS&H Financial Advisors Troy, Michigan	$39M	-$444K	6	16.24%	Reduced
2206	StoneX Group New York	$39M	+$686K	9	3.49%	Increased
2207	Bank Pictet & Cie (Asia) Singapore	$38.9M	-$52M	4	3.02%	Reduced
2208	L.M. Kohn & Company Cincinnati, Ohio	$38.9M	+$1.75M	7	10.94%	Increased
2209	Boyd Watterson Asset Management Cleveland, Ohio	$38.9M	+$463K	10	13.96%	Increased
2210	Vestmark Advisory Solutions Wakefield, Massachusetts	$38.9M	-$9.45M	6	1.67%	Reduced
2211	Jupiter Wealth Management Glendale, Colorado	$38.9M	+$1.44M	4	20.58%	Increased
2212	Gordian Capital (Singapore) Singapore	$38.9M	+$2.89M	7	28.88%	Increased
2213	Connecticut Wealth Management Farmington, Connecticut	$38.8M	+$38.8K	6	2.07%	Increased
2214	Pavion Blue Capital Newport Beach, California	$38.8M	-$56.1K	5	19.2%	Reduced
2215	Coalescence Partners Investment Management New York	$38.8M	+$8.17M	3	30.66%	Increased
2216	Valley National Advisers Bethlehem, Pennsylvania	$38.8M	-$1.04M	17	5.87%	Reduced
2217	UBS O'Connor Chicago, Illinois	$38.8M	+$10.1M	9	1.11%	Increased
2218	Aaron Wealth Advisors Chicago, Illinois	$38.8M	+$2.47M	6	5.56%	Increased
2219	JWCA J.W. Coons Advisors Columbus, Ohio	$38.8M	+$951K	7	8.77%	Increased
2220	Embree Financial Group Chicago, Illinois	$38.8M	-$794K	6	7.61%	Reduced
2221	SIM SW Investment Management Telluride, Colorado	$38.7M	-$4.53M	1	12.44%	Reduced
2222	TRUE Private Wealth Advisors Salem, Oregon	$38.7M	-$3.46M	7	4.44%	Reduced
2223	SimplyRich Carlsbad, California	$38.7M	-$46.5K	6	12.51%	Reduced
2224	JGP Wealth Management Bend, Oregon	$38.7M	-$3.39M	6	5.62%	Reduced
2225	Lakehouse Capital Sydney NSW, Australia	$38.6M	-$2.65M	3	30.04%	Reduced