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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	Garrison Point Advisors Walnut Creek, California	$40.1M	-$699K	6	16.81%	Reduced
2552	Monograph Wealth Advisors Manhattan Beach, California	$40M	+$12.7M	6	4.05%	Increased
2553	Westwood Wealth Management Los Angeles, California	$40M	-$4M	6	14.68%	Reduced
2554	CCM Consolidated Capital Management Burbank, California	$40M	-$5.52M	7	14.17%	Reduced
2555	Untitled Investments New York	$39.9M	-$29.4M	2	10.78%	Reduced
2556	Rockbridge Capital Management Alexandria, Virginia	$39.9M	-$2.2M	3	23.56%	Reduced
2557	Ivy Lane Capital Management Winter Park, Florida	$39.9M	-$48.3M	2	44.62%	Reduced
2558	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$39.9M	+$1.73M	10	12.14%	Increased
2559	Nicolet Bankshares Green Bay, Wisconsin	$39.9M	+$316K	6	6.41%	Increased
2560	Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$39.8M	-$77.6K	2	1.15%	Reduced
2561	Mattern Wealth Management Lawrence, Kansas	$39.7M	-$2.36M	5	7.93%	Reduced
2562	Mattson Financial Services Kentwood, Michigan	$39.7M	+$1.41M	6	9.5%	Increased
2563	Coppell Advisory Solutions Coppell, Texas	$39.7M	+$3.1M	7	4.21%	Increased
2564	Connable Office Inc Kalamazoo, Michigan	$39.6M	+$3.23M	6	3.68%	Increased
2565	Highlander Partners Dallas, Texas	$39.6M	$0	5	13.82%	Maintained
2566	SPC Financial Inc Rockville, Maryland	$39.6M	+$1.21M	8	3.09%	Increased
2567	Madrona Financial Services Everett, Washington	$39.5M	-$1.25M	6	8.72%	Reduced
2568	GCM Grosvenor Holdings Chicago, Illinois	$39.5M	-$14.1M	1	6.01%	Reduced
2569	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$39.5M	-$482K	6	19.05%	Reduced
2570	Dover Advisors Richmond, Virginia	$39.4M	-$39.1K	6	15.71%	Reduced
2571	Marathon Trading Investment Management Radnor, Pennsylvania	$39.4M	+$27.4M	9	2.71%	Increased
2572	VCM Vivaldi Capital Management Chicago, Illinois	$39.4M	+$2.25M	8	5.57%	Increased
2573	1776 Wealth Atlanta, Georgia	$39.3M	-$1.5M	7	15.16%	Reduced
2574	Cantor Fitzgerald Investment Advisors New York	$39.3M	+$17K	6	2.67%	Increased
2575	Blodgett Wealth Advisors Concord, California	$39.3M	-$892K	6	27.06%	Reduced