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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
2726	Prospector Partners Guilford, Connecticut	$25.6M	+$512K	3	2.82%	Increased
2727	Summit Creek Advisors Minneapolis, Minnesota	$25.6M	+$138K	1	3.22%	Increased
2728	Morton Capital Management Calabasas, California	$25.6M	+$49.7K	8	6.9%	Increased
2729	Biltmore Family Office Charlotte, North Carolina	$25.5M	-$102K	6	5.03%	Reduced
2730	Parisi Gray Wealth Management Mendham, New Jersey	$25.5M	+$131K	7	9.57%	Increased
2731	LMG Wealth Partners Shreveport, Louisiana	$25.5M	+$1.69M	5	6.42%	Increased
2732	AT Arlington Trust Birmingham, Alabama	$25.5M	-$684K	7	6.55%	Reduced
2733	Long Road Investment Counsel Kalamazoo, Michigan	$25.5M	-$12.5M	4	10.69%	Reduced
2734	Contravisory Investment Management Norwell, Massachusetts	$25.5M	-$548K	9	5.64%	Reduced
2735	Selective Wealth Management Forest, Virginia	$25.4M	-$808K	8	11.06%	Reduced
2736	Roberts Capital Advisors Denver, Colorado	$25.4M	+$24.1M	6	24.39%	New
2737	HA Hamel Associates Chatham, New Jersey	$25.4M	-$1.42M	5	8.15%	Reduced
2738	Founders Financial Alliance Raleigh, North Carolina	$25.4M	-$173K	9	7.63%	Reduced
2739	HCM Hall Capital Management Barrington, Rhode Island	$25.4M	-$238K	5	12.52%	Reduced
2740	FIM FWL Investment Management Dallas, Texas	$25.4M	+$426K	9	13.98%	Increased
2741	Allen Capital Group Grand Island, Nebraska	$25.3M	+$970K	7	3.57%	Increased
2742	SQN Investors Menlo Park, California	$25.3M	+$6.59M	3	16.36%	Increased
2743	Klingman & Associates New York	$25.3M	+$70.5K	6	1.76%	Increased
2744	Essex Savings Bank Essex, Connecticut	$25.3M	$0	6	7.35%	Maintained
2745	TFG Advisers Auburn Hills, Michigan	$25.3M	+$87.7K	4	9.9%	Increased
2746	Humankind Investments New York	$25.3M	+$69K	6	6.69%	Increased
2747	Monetta Financial Services Wheaton, Illinois	$25.3M	$0	3	22.84%	Maintained
2748	Beck Capital Management Austin, Texas	$25.3M	+$1.19M	4	7.26%	Increased
2749	Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$25.2M	$0	1	7.94%	Maintained
2750	Ridgecrest Wealth Partners Mill Valley, California	$25.2M	-$214K	6	15.02%	Reduced