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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
2501	Nicolet Bankshares Green Bay, Wisconsin	$14.5M	+$150K	8	5.47%	Increased
2502	BerganKDV Wealth Management Bloomington, Minnesota	$14.5M	+$600K	12	2.48%	Increased
2503	GIC Gantzert Investment Company Joliet, Illinois	$14.5M	-$419K	6	14.19%	Reduced
2504	Chesapeake Wealth Management Williamsburg, Virginia	$14.5M	+$503K	7	5.76%	Increased
2505	HA Hamel Associates Chatham, New Jersey	$14.5M	-$1.71M	5	6.96%	Reduced
2506	Wealth Architects Mountain View, California	$14.5M	+$1.34M	9	4.06%	Increased
2507	Ayrshire Capital Management Westport, Connecticut	$14.4M	+$207K	5	12.06%	Increased
2508	Peloton Wealth Strategists Indianapolis, Indiana	$14.4M	+$566K	4	9.07%	Increased
2509	WCA Windsor Creek Advisors Bethel, Vermont	$14.4M	-$3.15M	4	4.75%	Reduced
2510	Community Capital Management Plantation, Florida	$14.4M	+$201K	5	15.78%	Increased
2511	Almanack Investment Partners Wayne, Pennsylvania	$14.4M	+$2.07M	6	2.56%	Increased
2512	Delta Financial Advisors New Orleans, Louisiana	$14.3M	-$378K	4	8.45%	Reduced
2513	OCMI Oaktop Capital Management II Chatham, New Jersey	$14.3M	$0	1	3.37%	Maintained
2514	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$14.3M	$0	2	13.93%	Maintained
2515	Benedict Financial Advisors Atlanta, Georgia	$14.3M	-$441K	1	5.9%	Reduced
2516	Clear Perspective Advisors Aurora, Illinois	$14.3M	+$83.6K	6	7.8%	Increased
2517	Spirit of America Management Corp Syosset, New York	$14.3M	+$2.8M	8	3.67%	Increased
2518	Old Port Advisors Portland, Maine	$14.3M	+$947	5	7.47%	Increased
2519	Knightsbridge Asset Management Newport Beach, California	$14.3M	+$13.1M	4	9.22%	New
2520	Brooktree Capital Management Gand Rapids, Michigan	$14.3M	+$479K	4	13.41%	Increased
2521	Rip Road Capital Partners Boston, Massachusetts	$14.2M	$0	1	6.8%	Maintained
2522	IAS Investment Advisory Services The Woodlands, Texas	$14.2M	+$452K	3	12.14%	Increased
2523	Hanson & Doremus Investment Management Burlington, Vermont	$14.2M	-$2.75M	9	4.5%	Reduced
2524	Capital One Financial Mclean, Virginia	$14.2M	-$1.05M	7	1.92%	Reduced
2525	Creative Financial Designs Kokomo, Indiana	$14.2M	+$8.12M	14	4.3%	Increased