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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
2601	Leeward Financial Partners Bellevue, Washington	$21.6M	+$3.83M	4	11.98%	Increased
2602	HA Hamel Associates Chatham, New Jersey	$21.6M	-$379K	5	7.9%	Reduced
2603	WealthShield Partners Cary, North Carolina	$21.6M	+$4.14M	5	3.26%	Increased
2604	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$21.6M	-$240K	2	15.58%	Reduced
2605	Moseley Investment Management Bradenton, Florida	$21.6M	+$2.29M	6	12.9%	Increased
2606	Chatham Capital Group Savannah, Georgia	$21.6M	-$573K	6	4.82%	Reduced
2607	Hudson Value Partners Palm Beach, Florida	$21.6M	-$278K	4	11.32%	Reduced
2608	Cota Capital Management San Francisco, California	$21.5M	$0	1	10.81%	Maintained
2609	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$21.5M	-$567K	4	11.18%	Reduced
2610	Poehling Capital Management Madison, Wisconsin	$21.5M	+$392K	6	7.53%	Increased
2611	Catalyst Financial Partners Boston, Massachusetts	$21.5M	+$2.85M	7	6.94%	Increased
2612	Affinity Wealth Management Wilmington, Delaware	$21.5M	+$336K	3	4.94%	Increased
2613	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$21.5M	-$176K	4	10.59%	Reduced
2614	Goodman Advisory Group Needham, Massachusetts	$21.4M	+$467K	5	8.01%	Increased
2615	Next Capital Management New York	$21.4M	+$9.37M	4	9.6%	Increased
2616	BlueDrive Global Investors London, United Kingdom	$21.4M	$0	2	32.34%	Maintained
2617	PDT Partners New York	$21.4M	+$7.36M	9	2.7%	Increased
2618	Nadler Financial Group Deerfield, Illinois	$21.4M	-$53.8K	6	3.24%	Reduced
2619	Trust Company of Kansas Wichita, Kansas	$21.4M	-$102K	5	13.62%	Reduced
2620	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$21.3M	-$284K	4	6.3%	Reduced
2621	Augustine Asset Management Jacksonville, Florida	$21.3M	-$553K	4	9.84%	Reduced
2622	Brown, Lisle/Cummings Providence, Rhode Island	$21.3M	+$72.1K	10	9.63%	Increased
2623	WA1 Wimmer Associates 1 Pasadena, California	$21.3M	+$229K	5	13.28%	Increased
2624	Holowesko Partners Nassau, Bahamas	$21.3M	-$5.56M	2	8.97%	Reduced
2625	Richard C. Young & Co Newport, Rhode Island	$21.3M	+$749K	4	3.03%	Increased