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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
2651	MCG McCollum Christoferson Group Amherst, New York	$37M	+$1.16M	3	10.6%	Increased
2652	World Equity Group Schaumburg, Illinois	$37M	+$5.98M	8	8.4%	Increased
2653	HBW Advisory Services Simi Valley, California	$37M	+$850K	6	4.16%	Increased
2654	Drive Wealth Management Lehi, Utah	$37M	+$684K	8	7.84%	Increased
2655	Wilkins Investment Counsel Boston, Massachusetts	$37M	-$1.52M	5	5.23%	Reduced
2656	Freshford Capital Management Rye Brook, New York	$36.9M	-$28.7M	1	10.17%	Reduced
2657	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$36.9M	-$846K	2	23.83%	Reduced
2658	Spinnaker Investment Group Newport Beach, California	$36.9M	+$1.21M	6	6.93%	Increased
2659	Redmond Asset Management Henrico, Virginia	$36.9M	-$2.47M	7	9.05%	Reduced
2660	NovaPoint Capital Atlanta, Georgia	$36.9M	+$2.68M	7	9.02%	Increased
2661	Cinctive Capital Management New York	$36.8M	-$386K	5	1.76%	Reduced
2662	Independent Solutions Wealth Management Williamsville, New York	$36.8M	+$1.55M	7	6.55%	Increased
2663	Raab & Moskowitz Asset Management Chatham, New Jersey	$36.7M	-$828K	6	8.21%	Reduced
2664	Lansdowne Partners (UK) London, United Kingdom	$36.7M	+$27M	1	3.09%	Increased
2665	Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$36.7M	-$499K	5	7.77%	Reduced
2666	GWM Gibbs Wealth Management Alpharetta, Georgia	$36.7M	-$8.95M	9	8.29%	Reduced
2667	Allred Capital Management Dallas, Texas	$36.7M	+$62.7K	8	12.76%	Increased
2668	Sivia Capital Partners Mill Valley, California	$36.6M	+$2.5M	16	10.34%	Increased
2669	BCM Berbice Capital Management Melville, New York	$36.6M	+$1.34M	11	22.56%	Increased
2670	Geneva Partners Lake Geneva, Wisconsin	$36.6M	+$666K	3	13.37%	Increased
2671	SOL Capital Management Rockville, Maryland	$36.6M	+$79.5K	8	3.28%	Increased
2672	Alcosta Capital Management San Ramon, California	$36.5M	+$4.86M	4	19.68%	Increased
2673	Seaview Investment Managers Miami, Florida	$36.5M	-$41.3M	4	13.49%	Reduced
2674	PWP Pursue Wealth Partners Clayton, California	$36.5M	+$1.19M	9	20.06%	Increased
2675	United Bank (Georgia) Zebulon, Georgia	$36.5M	+$519K	5	12.68%	Increased