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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
3001	Graybill Wealth Management Elmhurst, Illinois	$20.9M	-$90.7K	3	8.8%	Reduced
3002	Redmond Asset Management Henrico, Virginia	$20.9M	-$1.34M	6	6.63%	Reduced
3003	Cynosure Group Salt Lake City, Utah	$20.9M	-$9M	8	3.75%	Reduced
3004	Summa Corp Tomball, Texas	$20.9M	+$260K	5	11.4%	Increased
3005	LRI Investments Palm Beach Gardens, Florida	$20.9M	+$19.6M	14	5.27%	New
3006	Sterneck Capital Management Kansas City, Missouri	$20.8M	-$513K	7	12.45%	Reduced
3007	Altman Advisors Chicago, Illinois	$20.8M	-$1.44M	5	10.13%	Reduced
3008	Studio Investment Management Chicago, Illinois	$20.8M	-$564K	7	4.94%	Reduced
3009	Lifeworks Advisors Grand Rapids, Michigan	$20.8M	-$232K	7	5.82%	Reduced
3010	AGUR Provident & Training Funds Management Tel Aviv, Israel	$20.7M	$0	3	6.32%	Maintained
3011	BCFD Boit C.F. David	$20.7M	-$481K	6	11.33%	Reduced
3012	Beacon Financial Group Dallas, Texas	$20.7M	-$230K	7	2.38%	Reduced
3013	United Bank (Georgia) Zebulon, Georgia	$20.7M	-$4.69K	5	10.53%	Reduced
3014	Meridian Investment Counsel Lafayette, California	$20.6M	-$541K	8	6.87%	Reduced
3015	Sweeney & Michel Chico, California	$20.6M	+$18.3M	3	9.12%	New
3016	Ballast Advisors Woodbury, Minnesota	$20.6M	-$113K	7	6.94%	Reduced
3017	Essex Investment Management Boston, Massachusetts	$20.5M	-$639K	7	4.05%	Reduced
3018	Tectonic Advisors Frisco, Texas	$20.5M	-$1.08M	5	1.56%	Reduced
3019	Annis Gardner Whiting Capital Advisors Tampa, Florida	$20.5M	+$2.78M	14	7.34%	Increased
3020	Sitrin Capital Management Century City, California	$20.5M	-$361K	5	11.19%	Reduced
3021	Peregrine Asset Advisers Portland, Oregon	$20.4M	+$946K	6	8.16%	Increased
3022	Anabranch Capital Management Stamford, Connecticut	$20.4M	$0	1	11.89%	Maintained
3023	Firetrail Investments Sydney, NSW, Australia	$20.4M	-$3.97M	2	16.77%	Reduced
3024	Ardent Capital Management Cincinnati, Ohio	$20.4M	-$33.9K	4	10.23%	Reduced
3025	RWC Asset Management London, United Kingdom	$20.3M	+$20.6M	1	1.28%	New