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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	PS Pennant Select Summit, New Jersey	$36.1M	-$7.62M	3	27.71%	Reduced
2502	Buck Wealth Strategies Denver, Colorado	$36.1M	+$8.82M	4	7.51%	Increased
2503	Newman Dignan & Sheerar Inc Providence, Rhode Island	$36.1M	-$582K	6	9.25%	Reduced
2504	Thames Capital Management Roseland, New Jersey	$36.1M	+$2.9M	3	9.78%	Increased
2505	Bradley & Co Private Wealth Management Miami, Florida	$36M	+$34.3M	6	22.5%	New
2506	AAM AR Asset Management West Hollywood, California	$36M	$0	5	8.16%	Maintained
2507	Bellwether Advisors Lincoln, Nebraska	$36M	+$1.28M	8	6.44%	Increased
2508	Bell & Brown Wealth Advisors Newport Beach, California	$36M	+$285K	6	13.4%	Increased
2509	Quadcap Wealth Management Frisco, Texas	$36M	+$469K	6	5.29%	Increased
2510	Light Street Capital Management Palo Alto, California	$36M	+$9.3M	2	6.61%	Increased
2511	Riverview Capital Advisers Boston, Massachusetts	$36M	-$78.4K	4	10.85%	Reduced
2512	Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$36M	-$1.22M	2	1.22%	Reduced
2513	Strong Tower Advisory Services Minneapolis, Minnesota	$35.9M	+$455K	4	9.37%	Increased
2514	Freedom Investment Management Hartford, Connecticut	$35.9M	-$1.9M	12	2.98%	Reduced
2515	LVW Advisors Pittsford, New York	$35.9M	-$1.09M	7	4.32%	Reduced
2516	Sierra Capital Miami, Florida	$35.9M	+$525K	5	4.25%	Increased
2517	Mattern Wealth Management Lawrence, Kansas	$35.8M	-$1.65M	5	7.89%	Reduced
2518	Madrona Venture Group Seattle, Washington	$35.8M	-$28.2M	1	66.48%	Reduced
2519	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$35.8M	-$1.69M	5	19.16%	Reduced
2520	DLK Investment Management Solana Beach, California	$35.7M	-$1.35M	7	14.94%	Reduced
2521	Catalina Capital Group Torrance, California	$35.7M	+$1.54M	7	11.74%	Increased
2522	UAG United Advisor Group Cincinnati, Ohio	$35.6M	-$1.19M	9	7.05%	Reduced
2523	Evelyn Partners Investment Management (Europe) Dublin,	$35.6M	+$34.5M	8	12.95%	New
2524	Redwood Investments Boston, Massachusetts	$35.6M	+$527K	3	9.53%	Increased
2525	Rings Capital Management Chicago, Illinois	$35.6M	+$9.45K	2	18.59%	Increased