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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
2701	LRI Investments Palm Beach Gardens, Florida	$26.4M	-$5.4M	18	2.56%	Reduced
2702	Finer Wealth Management Salem, Massachusetts	$26.4M	+$207K	6	15.8%	Increased
2703	Ramirez Asset Management New York	$26.4M	-$297K	13	5.49%	Reduced
2704	Marshall & Sullivan Seattle, Washington	$26.4M	-$790K	4	13.38%	Reduced
2705	IMS Capital Management Portland, Oregon	$26.3M	+$201K	7	13.28%	Increased
2706	Redmond Asset Management Henrico, Virginia	$26.3M	-$244K	7	6.79%	Reduced
2707	Paragon Private Wealth Management Lexington, Kentucky	$26.3M	+$1.32M	7	12.23%	Increased
2708	Transatlantique Private Wealth New York	$26.3M	-$557K	8	10.51%	Reduced
2709	VDBMI Van Den Berg Management I Austin, Texas	$26.3M	-$868K	4	8.06%	Reduced
2710	Bedel Financial Consulting Indianapolis, Indiana	$26.3M	-$314K	6	3.77%	Reduced
2711	WFG Wormser Freres Gestion Paris, France	$26.3M	+$3.9M	4	16.08%	Increased
2712	Allred Capital Management Dallas, Texas	$26.3M	-$195K	6	10.49%	Reduced
2713	Silverlake Wealth Management Williston, Vermont	$26.2M	-$489K	6	9.92%	Reduced
2714	Augustine Asset Management Jacksonville, Florida	$26.2M	-$3.07M	4	7.67%	Reduced
2715	Canopy Partners Cincinnati, Ohio	$26.1M	-$360K	7	10.18%	Reduced
2716	Winthrop Advisory Group Boston, Massachusetts	$26.1M	-$92.6M	7	3.14%	Reduced
2717	Sovran Advisors San Diego, California	$26.1M	+$7.79M	6	3.39%	Increased
2718	Moseley Investment Management Bradenton, Florida	$26.1M	-$20K	5	10.21%	Reduced
2719	Reliant Investment Management Memphis, Tennessee	$26.1M	-$61.6K	6	13.52%	Reduced
2720	CCP Caden Capital Partners Santa Monica, California	$26M	+$30.5M	1	8.04%	New
2721	Allied Investment Advisors Billings, Montana	$26M	+$261K	5	4.93%	Increased
2722	Townsend Asset Management Raleigh, North Carolina	$26M	+$705K	6	10.03%	Increased
2723	CGN Advisors Manhattan, Kansas	$26M	-$1.69M	6	2.54%	Reduced
2724	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$26M	-$1.77M	5	7.21%	Reduced
2725	LAM Lountzis Asset Management Wyomissing, Pennsylvania	$25.9M	+$4.76M	6	9.8%	Increased