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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	Harrington Investments Napa, California	$31M	-$421K	5	17.6%	Reduced
2502	Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$30.9M	-$2.85M	3	7.45%	Reduced
2503	JT Stratford LLC Gainesville, Georgia	$30.9M	-$3.31M	6	5.47%	Reduced
2504	Baldwin Investment Management West Conshohocken, Pennsylvania	$30.9M	+$1.56M	6	3.72%	Increased
2505	Fischer Financial Services Harrisburg, Pennsylvania	$30.9M	+$456K	4	9.95%	Increased
2506	CWM Cordatus Wealth Management Newtown, Pennsylvania	$30.9M	+$633K	4	8.48%	Increased
2507	Salomon & Ludwin Richmond, Virginia	$30.9M	+$2.73M	12	3.29%	Increased
2508	TRUE Private Wealth Advisors Salem, Oregon	$30.9M	-$382K	8	3.75%	Reduced
2509	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$30.9M	-$1.65M	4	17.66%	Reduced
2510	Strait & Sound Wealth Management San Francisco, California	$30.9M	+$3.89M	6	14.34%	Increased
2511	7G Capital Management New York	$30.8M	+$8.65M	2	26.38%	Increased
2512	Bluegrass Capital Partners Palm Beach, Florida	$30.8M	-$1.81M	2	26.39%	Reduced
2513	DLK Investment Management Solana Beach, California	$30.8M	-$145K	6	12.89%	Reduced
2514	Bradyco Inc Cambridge, Massachusetts	$30.8M	-$1.91M	4	23.37%	Reduced
2515	Texas Capital Bank Wealth Management Services Dallas, Texas	$30.8M	+$3.36M	5	3.11%	Increased
2516	Blue Zone Wealth Advisors Los Angeles, California	$30.7M	+$1.19M	6	8.53%	Increased
2517	Riverview Capital Advisers Boston, Massachusetts	$30.7M	-$607K	3	9.64%	Reduced
2518	Mendel Money Management Northbrook, Illinois	$30.6M	-$1.05M	6	14.48%	Reduced
2519	Umpqua Bank Lake Oswego, Oregon	$30.6M	+$520K	6	10.57%	Increased
2520	M. Kulyk & Associates Decatur, Georgia	$30.5M	+$338K	6	6.98%	Increased
2521	Allen Capital Group Grand Island, Nebraska	$30.5M	-$13.6K	7	3.44%	Reduced
2522	Nikulski Financial Bettendorf, Iowa	$30.4M	+$366K	3	9.19%	Increased
2523	Old Second National Bank of Aurora Aurora, Illinois	$30.4M	-$350K	8	7.16%	Reduced
2524	SKBA Capital Management San Francisco, California	$30.4M	+$3.36M	3	4.52%	Increased
2525	Winslow Asset Management Beachwood, Ohio	$30.4M	-$1.07M	5	6.7%	Reduced