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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
2426	Needham Investment Management New York	$34.9M	+$8.75M	5	2.87%	Increased
2427	Octahedron Capital Management Burlingame, California	$34.9M	+$12.9M	4	35.01%	Increased
2428	Grafton Street Partners North Palm Beach, Florida	$34.9M	$0	4	29.2%	Maintained
2429	NME Notis-McConarty Edward	$34.8M	-$247K	5	13.68%	Reduced
2430	Tradition Wealth Management Edina, Minnesota	$34.8M	+$1.3M	7	3.36%	Increased
2431	Palo Alto Wealth Advisors Palo Alto, California	$34.8M	-$1.02M	5	24.05%	Reduced
2432	Salomon & Ludwin Richmond, Virginia	$34.7M	-$7.77M	12	3.87%	Reduced
2433	Blueprint Investment Partners Greensboro, North Carolina	$34.7M	+$1.92M	6	7.5%	Increased
2434	BTG Pactual Asset Management US New York	$34.6M	+$32.6M	6	5.1%	New
2435	Game Creek Capital Boston, Massachusetts	$34.6M	+$3.27M	6	17.7%	Increased
2436	VCM Viewpoint Capital Management Seattle, Washington	$34.6M	+$5.48M	6	21.16%	Increased
2437	Blue Edge Capital Richmond, Virginia	$34.6M	-$281K	6	5.72%	Reduced
2438	Holowesko Partners Nassau, Bahamas	$34.5M	-$9.08M	2	18.4%	Reduced
2439	Intact Investment Management Montreal, Quebec, Canada	$34.5M	+$802K	6	1.29%	Increased
2440	Eastover Investment Advisors Charlotte, North Carolina	$34.5M	+$153K	4	16.48%	Increased
2441	Ellevest Inc New York	$34.4M	+$589K	9	2.07%	Increased
2442	SC Slotnik Capital Dallas, Texas	$34.4M	+$31.8M	1	16.69%	New
2443	Mendel Money Management Northbrook, Illinois	$34.4M	-$866K	6	16.12%	Reduced
2444	Consilio Wealth Advisors Bellevue, Washington	$34.4M	+$752K	5	15.45%	Increased
2445	Bouchey Financial Group Troy, New York	$34.4M	+$2.5M	5	3.27%	Increased
2446	JT Stratford LLC Gainesville, Georgia	$34.4M	+$2.57M	5	6.39%	Increased
2447	Kerrisdale Advisers Miami, Florida	$34.4M	+$1.06M	4	10.76%	Increased
2448	Moser Wealth Advisors Bellevue, Washington	$34.4M	-$222K	8	18.7%	Reduced
2449	LVW Advisors Pittsford, New York	$34.3M	+$1.34M	6	5.02%	Increased
2450	WCM Woodson Capital Management Greenwich, Connecticut	$34.3M	-$7.42M	1	5.95%	Reduced