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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	SCM Springhouse Capital Management Westport, Connecticut	$24.2M	-$1.95M	4	15.41%	Reduced
2502	Bradley & Co Private Wealth Management Miami, Florida	$24.2M	+$607K	6	20.83%	Increased
2503	Rodgers Brothers Harmony, Pennsylvania	$24.2M	+$719K	5	4.35%	Increased
2504	Contravisory Investment Management Norwell, Massachusetts	$24.2M	-$261K	5	6.87%	Reduced
2505	Marcum Wealth Cleveland, Ohio	$24.2M	+$1.52M	6	3.34%	Increased
2506	Viridian RIA Bothell, Washington	$24.2M	-$12.1M	3	2.73%	Reduced
2507	NWK Group San Francisco, California	$24.2M	+$5.85M	5	13.05%	Increased
2508	Summit Securities Group New York	$24.2M	+$3.59M	12	2.7%	Increased
2509	Hixon Zuercher Findlay, Ohio	$24.2M	+$947K	5	12.97%	Increased
2510	Jericho Capital Asset Management New York	$24.2M	+$27.2M	1	1.3%	New
2511	Hanson & Doremus Investment Management Burlington, Vermont	$24.1M	+$533K	8	5.2%	Increased
2512	STC Sarah T. Connolly	$24.1M	+$837K	6	14.12%	Increased
2513	Point72 Hong Kong Hong Kong	$24.1M	+$2.6M	16	0.83%	Increased
2514	Resolute Capital Asset Partners Denver, Colorado	$24.1M	+$19.8M	5	15.38%	Increased
2515	BerganKDV Wealth Management Bloomington, Minnesota	$24.1M	+$525K	18	2.57%	Increased
2516	Private Management Group Irvine, California	$24.1M	+$4.2M	5	0.97%	Increased
2517	Knightsbridge Asset Management Newport Beach, California	$24M	+$201K	4	8.03%	Increased
2518	Fortis Capital Management Bellevue, Washington	$24M	+$3.67M	8	12.27%	Increased
2519	Carderock Capital Management Chevy Chase, Maryland	$24M	-$6.72M	3	7.76%	Reduced
2520	Totem Point Management New York	$24M	+$430K	3	18.73%	Increased
2521	Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$24M	+$903K	3	6.54%	Increased
2522	First Heartland Consultants Lake St. Louis, Missouri	$23.9M	+$2.45M	9	3.71%	Increased
2523	BCM Bayesian Capital Management Brooklyn, New York	$23.9M	-$5.6M	13	3.57%	Reduced
2524	NatWest Group Edinburgh, Scotland, United Kingdom	$23.9M	+$1.12M	4	11.51%	Increased
2525	Heirloom Wealth Management Greenwood Village, Colorado	$23.8M	+$2.18M	4	16.57%	Increased