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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
2551	Jacobson & Schmitt Advisors Middleton, Wisconsin	$14.6M	-$694K	1	5.56%	Reduced
2552	St. Denis J. Villere & Co New Orleans, Louisiana	$14.6M	-$93K	2	0.98%	Reduced
2553	Grace Capital Quincy, Massachusetts	$14.6M	-$479K	11	11.31%	Reduced
2554	Procyon Advisors Shelton, Connecticut	$14.6M	-$208K	6	8.11%	Reduced
2555	Plante Moran Financial Advisors Southfield, Michigan	$14.6M	+$917K	13	5.12%	Increased
2556	Fort Point Capital Partners San Francisco, California	$14.6M	-$241K	6	3.68%	Reduced
2557	Bessemer Securities New York	$14.6M	-$18.1K	5	6.78%	Reduced
2558	Algert Global San Francisco, California	$14.5M	+$907K	7	4.62%	Increased
2559	Raab & Moskowitz Asset Management Chatham, New Jersey	$14.5M	-$421K	4	6.71%	Reduced
2560	Affinity Wealth Management Wilmington, Delaware	$14.5M	-$445K	3	3.91%	Reduced
2561	SignalPoint Asset Management Springfield, Missouri	$14.5M	+$481K	6	6.05%	Increased
2562	VisionPoint Advisory Group Dallas, Texas	$14.5M	+$2.83M	6	6.27%	Increased
2563	Norman Fields Gottscho Capital Management New York	$14.5M	-$63.1K	4	7.14%	Reduced
2564	1WCM 12 West Capital Management New York	$14.5M	$0	1	0.71%	Maintained
2565	SCM Stormborn Capital Management Greenwich, Connecticut	$14.5M	+$6.62M	1	7.22%	Increased
2566	Smithbridge Asset Management Chadds Ford, Pennsylvania	$14.5M	-$91.1K	5	7.48%	Reduced
2567	SAM Security Asset Management New York	$14.5M	-$2.8M	4	8.89%	Reduced
2568	UBS O'Connor Chicago, Illinois	$14.5M	-$28.9M	2	0.37%	Reduced
2569	Beirne Wealth Consulting Services Shelton, Connecticut	$14.4M	+$8.62M	5	8.43%	Increased
2570	Private Capital Group West Hartford, Connecticut	$14.4M	+$1.23M	17	3.04%	Increased
2571	RBA Wealth Management Newport Beach, California	$14.4M	-$123K	5	9.75%	Reduced
2572	Horan Capital Advisors Cincinnati, Ohio	$14.4M	+$511K	8	8.16%	Increased
2573	SNS Financial Group Minneapolis, Minnesota	$14.4M	+$4.73M	7	2.26%	Increased
2574	Point Break Capital Management Miami, Florida	$14.4M	+$6.6M	3	2.65%	Increased
2575	Parisi Gray Wealth Management Mendham, New Jersey	$14.4M	+$512K	7	7.47%	Increased