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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
2751	Quadcap Wealth Management Frisco, Texas	$22.4M	+$21.1M	7	5.8%	New
2752	Chesapeake Wealth Management Williamsburg, Virginia	$22.4M	-$413K	6	8.66%	Reduced
2753	&Partners Nashville, Tennessee	$22.4M	+$11.7M	9	5.46%	Increased
2754	Monetta Financial Services Wheaton, Illinois	$22.4M	$0	3	21.34%	Maintained
2755	Clarity Capital Partners Newport Beach, California	$22.3M	+$20.9M	7	15.67%	New
2756	Algert Global San Francisco, California	$22.3M	-$2.43M	10	0.9%	Reduced
2757	Klingman & Associates New York	$22.2M	-$1.49M	6	1.63%	Reduced
2758	TFG Advisers Auburn Hills, Michigan	$22.2M	+$204K	4	9.32%	Increased
2759	BE Bonness Enterprises Washington, District of Columbia	$22.2M	$0	4	9.29%	Maintained
2760	Edgestream Partners Princeton, New Jersey	$22.2M	+$3.73M	9	1.6%	Increased
2761	IMS Capital Management Portland, Oregon	$22.1M	-$149K	6	10.87%	Reduced
2762	ArrowMark Colorado Holdings Denver, Colorado	$22.1M	+$17.3M	5	0.24%	Increased
2763	First Washington Corp Seattle, Washington	$22.1M	-$2.21M	4	8.5%	Reduced
2764	WealthShield Partners Cary, North Carolina	$22.1M	-$2.67M	5	3.64%	Reduced
2765	Ravenstone Capital Management Toronto,	$22.1M	-$812K	3	15.98%	Reduced
2766	AW Atlas Wealth Cincinnati, Ohio	$22M	$0	6	11.99%	Maintained
2767	Seneca House Advisors Richmond, Virginia	$22M	-$408K	5	10.17%	Reduced
2768	Grey Street Capital Chicago, Illinois	$22M	+$934K	6	10.46%	Increased
2769	Titleist Asset Management San Antonio, Texas	$21.9M	-$353K	7	4.07%	Reduced
2770	Mount Vernon Associates Baltimore, Maryland	$21.9M	-$266K	4	21.49%	Reduced
2771	Aperture Investors New York	$21.9M	-$7.73M	3	3.86%	Reduced
2772	Wayfinding Financial Lynnwood, Washington	$21.9M	+$399K	5	14.91%	Increased
2773	Abacus FCF Advisors Orlando, Florida	$21.9M	+$3.57M	5	6.36%	Increased
2774	Ramirez Asset Management New York	$21.9M	-$984K	9	4.44%	Reduced
2775	FBT First Bank & Trust Brookings, South Dakota	$21.9M	-$274K	5	5.28%	Reduced