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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
2476	MSA Advisors Santa Monica, California	$27.4M	+$26.2M	2	9.55%	New
2477	Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$27.4M	$0	3	7.07%	Maintained
2478	AAM AR Asset Management West Hollywood, California	$27.4M	$0	5	7.19%	Maintained
2479	Naviter Wealth Little Rock, Arkansas	$27.3M	+$3.82M	6	5.5%	Increased
2480	Resonant Capital Advisors Madison, Wisconsin	$27.3M	+$159K	6	2.64%	Increased
2481	Harmony Asset Management Scottsdale, Arizona	$27.3M	+$26M	6	11.52%	New
2482	Moser Wealth Advisors Bellevue, Washington	$27.2M	+$2.08M	6	17.37%	Increased
2483	Kopernik Global Investors Tampa, Florida	$27.2M	+$28M	1	2.82%	New
2484	Monarch Capital Management Fort Wayne, Indiana	$27.2M	-$578K	5	8.23%	Reduced
2485	Crestline Management Fort Worth, Texas	$27.2M	+$5.43M	6	2.31%	Increased
2486	Marshall & Sullivan Seattle, Washington	$27.1M	-$367K	4	14.34%	Reduced
2487	AFT Alpha Family Trust Los Angeles, California	$27.1M	-$894K	5	18.29%	Reduced
2488	Rodgers Brothers Harmony, Pennsylvania	$27.1M	-$954K	6	4.27%	Reduced
2489	Bridge Creek Capital Management West Barnstable, Massachusetts	$27.1M	-$242K	6	9.4%	Reduced
2490	Seaview Investment Managers Miami, Florida	$27.1M	-$631K	5	8.67%	Reduced
2491	TCI Wealth Advisors Tucson, Arizona	$27M	-$318K	6	2.88%	Reduced
2492	Daventry Group New York	$27M	+$7.76M	1	11.61%	Increased
2493	CCC Chelsea Counsel Company Los Angeles, California	$27M	-$1.11M	6	14.35%	Reduced
2494	Kingfisher Capital Charlotte, North Carolina	$27M	-$411K	6	7.04%	Reduced
2495	Eudaimonia Partners Winchester, Tennessee	$27M	-$8.83M	7	7.06%	Reduced
2496	JB Capital Wethersfield, Connecticut	$27M	-$1.22M	7	1.99%	Reduced
2497	Patriot Financial Group Insurance Agency Westborough, Massachusetts	$27M	+$1.53M	8	5.09%	Increased
2498	Tradition Wealth Management Edina, Minnesota	$27M	+$1.27M	14	2.82%	Increased
2499	Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$26.9M	-$557K	7	4.09%	Reduced
2500	AIP Alapocas Investment Partners Beverly, Massachusetts	$26.9M	+$47.1K	3	17.02%	Increased