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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
2226	Berkshire Bank Pittsfield, Massachusetts	$42M	-$1.83M	6	10.55%	Reduced
2227	Brooklyn Investment Group Brooklyn, New York	$41.9M	$0	9	18.04%	Maintained
2228	Bank of New Hampshire Laconia, New Hampshire	$41.9M	-$499K	11	10.9%	Reduced
2229	JGP Wealth Management Bend, Oregon	$41.9M	+$246K	6	5.98%	Increased
2230	PWP Pursue Wealth Partners Clayton, California	$41.8M	-$745K	9	22.82%	Reduced
2231	CCM Conway Capital Management Burbank, California	$41.8M	+$1.25M	5	21.02%	Increased
2232	Camden National Bank Camden, Maine	$41.8M	+$5.66M	6	6.45%	Increased
2233	Vestmark Advisory Solutions Wakefield, Massachusetts	$41.7M	-$531K	6	1.74%	Reduced
2234	Cardiff Park Advisors Carlsbad, California	$41.7M	+$471K	6	3.99%	Increased
2235	IFG Advisory Atlanta, Georgia	$41.7M	+$1.57M	8	2.67%	Increased
2236	Litman Gregory Wealth Management Larkspur, California	$41.7M	-$652K	4	3.7%	Reduced
2237	NFJ Investment Group Dallas, Texas	$41.7M	-$249	3	1.28%	Reduced
2238	Annandale Capital Dallas, Texas	$41.6M	+$480K	5	7.11%	Increased
2239	Light Street Capital Management Palo Alto, California	$41.6M	-$32.7M	3	9.55%	Reduced
2240	Cadian Capital Management New York	$41.6M	+$22.5M	1	2.07%	Increased
2241	Dividend Assets Capital Ridgeland, South Carolina	$41.5M	+$2.55M	6	8.46%	Increased
2242	Anson Funds Management Dallas, Texas	$41.5M	+$8.19M	3	4.95%	Increased
2243	NBW Capital Boston, Massachusetts	$41.5M	-$5.58M	4	8.19%	Reduced
2244	No Street GP LP San Francisco, California	$41.5M	+$2.95M	1	2.55%	Increased
2245	Prelude Capital Management New York	$41.4M	-$10.9M	16	2.87%	Reduced
2246	TRUE Private Wealth Advisors Salem, Oregon	$41.3M	-$779K	7	4.68%	Reduced
2247	Harbour Capital Advisors Tysons Corner, Virginia	$41.3M	+$1.63M	8	9.79%	Increased
2248	DigitalBridge Group Boca Raton, Florida	$41.2M	+$9M	2	3.55%	Increased
2249	Portfolio Design Labs Encino, California	$41.2M	+$323K	4	12.73%	Increased
2250	Capital Investment Counsel (Colorado) Denver, Colorado	$41.2M	+$11.2M	5	8.09%	Increased