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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
2576	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$42.5M	-$2.47M	5	12.46%	Reduced
2577	SWA SOA Wealth Advisors New York	$42.5M	+$14.2M	15	7.14%	Increased
2578	3IP 3Chopt Investment Partners Richmond, Virginia	$42.5M	+$6.73M	7	7.98%	Increased
2579	VWM VCI Wealth Management St Louis, Missouri	$42.5M	+$4.35M	5	10.65%	Increased
2580	Vanguard National Trust Malvern, Pennsylvania	$42.4M	+$195K	18	2.31%	Increased
2581	SummitTX Capital Fort Worth, Texas	$42.4M	+$185K	9	1.09%	Increased
2582	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$42.3M	-$1.87M	5	11.32%	Reduced
2583	HBT Heartland Bank & Trust Bloomington, Illinois	$42.3M	-$1.03M	6	8.76%	Reduced
2584	TC Triavera Capital Larkspur, California	$42.3M	+$2.91M	2	23.01%	Increased
2585	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$42.3M	$0	7	9.97%	Maintained
2586	Waratah Capital Advisors Toronto, Ontario, Canada	$42.2M	+$44.8M	3	1.43%	New
2587	CCM Consolidated Capital Management Burbank, California	$42.2M	+$170K	7	11.25%	Increased
2588	KC Kadensa Capital Central, Hong Kong	$42.1M	-$39.8M	3	8.99%	Reduced
2589	IWS Insight Wealth Strategies San Ramon, California	$42M	+$1.94M	6	4.1%	Increased
2590	AIM Aurora Investment Managers Naples, Florida	$42M	+$5.63M	6	25.7%	Increased
2591	AIM Advyzon Investment Management Lisle, Illinois	$42M	+$4.61M	6	3.05%	Increased
2592	OIC Orion Investment Company St. Louis, Missouri	$41.9M	-$1.68M	4	12.23%	Reduced
2593	LS Leelyn Smith Geneva, Illinois	$41.8M	+$773K	7	5.09%	Increased
2594	RB Rodgers Brothers Harmony, Pennsylvania	$41.8M	-$24.4K	7	4.06%	Reduced
2595	WAM Wilsey Asset Management San Diego, California	$41.8M	$0	2	6.14%	Maintained
2596	HP Hikari Power Tokyo, Japan	$41.8M	-$2.95M	2	4.89%	Reduced
2597	OCP Oakcliff Capital Partners New York	$41.7M	$0	1	15.55%	Maintained
2598	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$41.7M	+$2.09M	7	16.73%	Increased
2599	SCM Shapiro Capital Management Atlanta, Georgia	$41.6M	-$5.18M	1	2.52%	Reduced
2600	FSA Financial Security Advisor Virginia Beach, Virginia	$41.6M	+$1.24M	8	6.77%	Increased