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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
2276	Marietta Investment Partners Milwaukee, Wisconsin	$20.2M	-$4.61M	5	5.72%	Reduced
2277	Stewart Asset Management New York	$20.2M	-$2.79M	4	15.49%	Reduced
2278	KAM Kinney Asset Management Chicago, Illinois	$20.2M	+$21.8M	1	15.59%	New
2279	Shepherd Financial Partners Winchester, Massachusetts	$20.2M	-$337K	5	3.66%	Reduced
2280	Stamos Capital Partners Menlo Park, California	$20.2M	-$9.18M	7	6.38%	Reduced
2281	Driehaus Capital Management Chicago, Illinois	$20.1M	+$16.2M	5	0.3%	Increased
2282	Great Lakes Retirement Sandusky, Ohio	$20.1M	+$21.7M	3	5.14%	New
2283	FAS Wealth Partners Leawood, Kansas	$20.1M	+$883K	7	2.28%	Increased
2284	Heirloom Wealth Management Greenwood Village, Colorado	$20.1M	+$20.8M	2	12.5%	New
2285	McGuire Investment Group Wakefield, Rhode Island	$20M	+$242K	4	4.34%	Increased
2286	American Money Management Rancho Santa Fe, California	$20M	+$672K	4	5.71%	Increased
2287	Gilman Hill Asset Management New Canaan, Connecticut	$20M	-$503K	5	4.1%	Reduced
2288	SC Sawyer & Company Boston, Massachusetts	$20M	+$47.3K	9	9.83%	Increased
2289	Stone Summit Wealth Miami, Florida	$20M	-$4.87K	3	9.79%	Reduced
2290	New England Asset Management Farmington, Connecticut	$20M	+$1.46M	3	0.37%	Increased
2291	Sitrin Capital Management Century City, California	$19.9M	+$5.22M	5	12.71%	Increased
2292	Liberty Capital Management Birmingham, Michigan	$19.9M	+$25.5K	4	6.92%	Increased
2293	BNC Wealth Management Beaverton, Oregon	$19.9M	-$208K	4	11.77%	Reduced
2294	Rings Capital Management Chicago, Illinois	$19.9M	$0	1	13.52%	Maintained
2295	NME Notis-McConarty Edward	$19.8M	+$32.8K	5	8.26%	Increased
2296	ICA Group Wealth Management Denver, Colorado	$19.8M	-$1.98M	20	4.65%	Reduced
2297	Half Sky Capital (UK) London, United Kingdom	$19.8M	+$11.8M	1	12.66%	Increased
2298	Westwood Wealth Management Los Angeles, California	$19.8M	-$951K	5	23.75%	Reduced
2299	McKinley Carter Wealth Services Wheeling, West Virginia	$19.8M	+$257K	6	1.67%	Increased
2300	Alaska Permanent Fund Juneau, Alaska	$19.8M	-$152K	9	0.32%	Reduced