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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
2376	LAM Lountzis Asset Management Wyomissing, Pennsylvania	$45.9M	-$91.9K	6	14.97%	Reduced
2377	Arthedge Capital Management Jericho, New York	$45.9M	-$3.1M	3	29.1%	Reduced
2378	AAM AR Asset Management West Hollywood, California	$45.8M	$0	5	9.66%	Maintained
2379	Alliance Wealth Advisors (Utah) Centerville, Utah	$45.8M	+$6.79M	8	10.74%	Increased
2380	Strengthening Families & Communities LLC Boston, Massachusetts	$45.8M	+$24.7M	16	10.17%	Increased
2381	Mirova Paris, France	$45.8M	+$2.09M	2	6.48%	Increased
2382	WFI West Family Investments Carlsbad, California	$45.8M	+$976K	9	10.23%	Increased
2383	Sirios Capital Management Boston, Massachusetts	$45.8M	+$7.64M	3	5.96%	Increased
2384	WA WP Advisors San Francisco, California	$45.7M	+$93.6K	6	11.62%	Increased
2385	Round Rock Advisors Wilton, Connecticut	$45.7M	-$459K	8	7.24%	Reduced
2386	Texas Bank & Trust Longview, Texas	$45.7M	-$200K	8	17.28%	Reduced
2387	Fairfield, Bush & Co Darien, Connecticut	$45.7M	-$802K	7	23.45%	Reduced
2388	Scopia Capital Management New York	$45.7M	-$14.9M	1	5.74%	Reduced
2389	one8zero8 LLC Greensboro, North Carolina	$45.6M	+$1.09M	7	9.85%	Increased
2390	M. Kulyk & Associates Decatur, Georgia	$45.5M	-$390K	6	9.25%	Reduced
2391	Harrington Investments Napa, California	$45.5M	-$560K	5	22.73%	Reduced
2392	Affinity Wealth Management Wilmington, Delaware	$45.4M	+$4.55M	7	6.65%	Increased
2393	Fairbanks Capital Management Rancho Santa Fe, California	$45.4M	-$116K	5	24.6%	Reduced
2394	St. Clair Advisors Mayfield Hts, Ohio	$45.4M	-$573K	6	12.05%	Reduced
2395	Leo Wealth LLC Hurst, Texas	$45.4M	-$26.1M	7	5.88%	Reduced
2396	Lakeside Advisors Seattle, Washington	$45.3M	-$325K	3	28.68%	Reduced
2397	Mirabaud Asset Management London, United Kingdom	$45.3M	-$4.08M	4	21.95%	Reduced
2398	Accurate Wealth Management Wesley Chapel, Florida	$45.2M	+$2.89M	8	6.02%	Increased
2399	Delta Financial Advisors New Orleans, Louisiana	$45.1M	+$4.06M	5	12.74%	Increased
2400	Ashton Thomas Securities Rochester, New York	$45.1M	+$229K	6	6.3%	Increased