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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
2301	Thames Capital Management Roseland, New Jersey	$43.2M	+$1.49M	6	9.78%	Increased
2302	Pembroke Management Montreal, Quebec, Canada	$43.2M	+$10M	5	5.22%	Increased
2303	CCAM Codex Capital Asset Management Dallas, Texas	$43.1M	-$370K	4	17.24%	Reduced
2304	Westmount Partners Los Angeles, California	$43.1M	+$338K	6	11.82%	Increased
2305	JB Capital Wethersfield, Connecticut	$43M	+$988K	9	2.08%	Increased
2306	TAP Tounjian Advisory Partners Fort Myers, Florida	$42.9M	-$887K	4	8.32%	Reduced
2307	L.M. Kohn & Company Cincinnati, Ohio	$42.9M	-$3.01M	8	11.56%	Reduced
2308	Needham Investment Management New York	$42.9M	-$1.53M	5	3.42%	Reduced
2309	Skylands Capital Milwaukee, Wisconsin	$42.9M	+$4.34M	4	6.22%	Increased
2310	Point72 Hong Kong Hong Kong	$42.8M	-$23.9M	6	2.78%	Reduced
2311	HeadInvest LLC Portland, Maine	$42.8M	-$7.42M	6	9.12%	Reduced
2312	AA Alta Advisers London, United Kingdom	$42.8M	+$252K	8	15.23%	Increased
2313	Inspire Trust Company Reno, Nevada	$42.8M	+$2.21M	5	8.83%	Increased
2314	PCG PFC Capital Group Los Angeles, California	$42.8M	-$2.7M	5	19.81%	Reduced
2315	Inlet Private Wealth Jupiter, Florida	$42.8M	-$132K	7	10.52%	Reduced
2316	Convergence Investment Partners Palm Beach Gardens, Florida	$42.7M	+$4.64M	10	10.84%	Increased
2317	LVW Advisors Pittsford, New York	$42.7M	+$4.28M	9	4.66%	Increased
2318	Winslow Asset Management Beachwood, Ohio	$42.7M	-$28.3K	6	8.61%	Reduced
2319	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$42.6M	+$37.5M	3	13.22%	New
2320	Headwater Capital Hong Kong, China	$42.6M	+$38.2M	2	14.79%	New
2321	BIMC Benson Investment Management Company Roanoke, Virginia	$42.5M	-$928K	6	16.11%	Reduced
2322	Tanager Wealth Management Goring On Thames, United Kingdom	$42.5M	-$1.6M	5	5.01%	Reduced
2323	Leeward Financial Partners Bellevue, Washington	$42.5M	+$2.17M	6	13.46%	Increased
2324	Liberty Capital Management Birmingham, Michigan	$42.5M	-$207K	5	8.57%	Reduced
2325	United Capital Management of KS Salina, Kansas	$42.4M	+$439K	4	6.65%	Increased