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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
2526	Asset Dedication LLC San Francisco, California	$37.9M	-$7.56M	17	2.65%	Reduced
2527	VeraBank Henderson, Texas	$37.9M	-$221K	6	6.93%	Reduced
2528	Ignite Planners San Clemente, California	$37.9M	-$2.05M	8	5.85%	Reduced
2529	Wealth Effects Boston, Massachusetts	$37.9M	+$636K	10	13.41%	Increased
2530	VCM Viewpoint Capital Management Seattle, Washington	$37.8M	-$49.4K	5	17.67%	Reduced
2531	Viking Fund Management Minot, North Dakota	$37.8M	+$7.8M	6	3.88%	Increased
2532	Oak Harvest Investment Services Houston, Texas	$37.8M	-$13.5M	9	3.94%	Reduced
2533	VCM Vivaldi Capital Management Chicago, Illinois	$37.8M	-$1.23M	8	5.22%	Reduced
2534	Agate Pass Investment Management Bainbridge Island, Washington	$37.8M	-$3.78M	6	14.78%	Reduced
2535	Rayburn West Financial Services Nashville, Tennessee	$37.7M	+$9.8M	7	22.23%	Increased
2536	SummitTX Capital Fort Worth, Texas	$37.7M	-$24.1M	8	1.18%	Reduced
2537	Indivisible Partners Clearwater, Florida	$37.6M	+$954K	9	3.33%	Increased
2538	Ardent Capital Management Cincinnati, Ohio	$37.6M	-$614K	4	16.1%	Reduced
2539	Riverview Capital Advisers Boston, Massachusetts	$37.6M	+$445K	5	12.55%	Increased
2540	Nikulski Financial Bettendorf, Iowa	$37.6M	-$6.84M	5	9.28%	Reduced
2541	Oasis Advisors Forest City, Iowa	$37.6M	+$39.4M	7	7.38%	Increased
2542	Fremen Capital Management Stamford, Connecticut	$37.5M	+$4.78M	3	32.13%	Increased
2543	Empire Financial Management Company New York	$37.4M	-$8.34M	6	8.45%	Reduced
2544	Transamerica Financial Advisors St. Petersburg, Florida	$37.4M	+$5.68M	20	3.18%	Increased
2545	Newman Dignan & Sheerar Inc Providence, Rhode Island	$37.3M	-$849K	6	7.86%	Reduced
2546	Baldwin Investment Management West Conshohocken, Pennsylvania	$37.3M	-$51.7K	6	4.36%	Reduced
2547	Inlet Private Wealth Jupiter, Florida	$37.3M	-$4.39M	7	9.53%	Reduced
2548	Founders Financial Alliance Raleigh, North Carolina	$37.3M	+$176K	10	6.72%	Increased
2549	SOA Wealth Advisors New York	$37.3M	-$1.09M	14	7.04%	Reduced
2550	Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$37.2M	+$1.61M	5	8.06%	Increased