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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
3076	Strive Financial Group Carmel, Indiana	$30.4M	+$29.7M	15	16.06%	New
3077	Chesapeake Wealth Management Williamsburg, Virginia	$30.3M	-$50.2K	6	9.04%	Reduced
3078	Needham Investment Management New York	$30.3M	-$956K	5	1.91%	Reduced
3079	DMKJ David M. Knott Jr	$30.3M	-$5.96M	6	14.02%	Reduced
3080	Northwest Bancshares Warren, Pennsylvania	$30.2M	-$3.55M	6	5.83%	Reduced
3081	Postrock Partners Overland Park, Oregon	$30.2M	$0	4	13.11%	Maintained
3082	Manske Wealth Management Houston, Texas	$30.2M	-$15.9K	6	8.91%	Reduced
3083	PHM Prospect Hill Management Short Hills, New Jersey	$30.1M	+$320K	3	12.19%	Increased
3084	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$30.1M	-$3.99M	6	1.03%	Reduced
3085	Byrne Asset Management Kingston, New Jersey	$30.1M	-$222K	9	16.64%	Reduced
3086	Old Port Advisors Portland, Maine	$30.1M	+$539K	8	7.4%	Increased
3087	AL Advaya LLP London, United Kingdom	$30.1M	+$29.9M	1	19.67%	New
3088	Argyle Capital Management Center Valley, Pennsylvania	$30.1M	+$132K	7	10.06%	Increased
3089	Norman Fields Gottscho Capital Management New York	$30.1M	-$289K	4	9.7%	Reduced
3090	Raub Brock Capital Management Larkspur, California	$30.1M	-$1.08M	3	6.7%	Reduced
3091	Centerpoint Advisors Needham, Massachusetts	$30.1M	+$2.54K	8	9.25%	Increased
3092	Secure Asset Management Troy, Michigan	$30.1M	+$1.04M	8	4.7%	Increased
3093	Cary Street Partners Investment Advisory Richmond, Virginia	$30M	+$2.51M	10	8.09%	Increased
3094	Kingsman Wealth Management Pensacola, Florida	$30M	+$812K	6	16.22%	Increased
3095	Vectors Research Management New York	$30M	+$4.92M	6	9.15%	Increased
3096	Wealth Management Partners Tucson, Arizona	$30M	+$2.07M	8	8.56%	Increased
3097	AMI Investment Management Kendallville, Indiana	$30M	-$724K	5	6.73%	Reduced
3098	Paul R. Ried Financial Group Bellevue, Washington	$30M	-$599K	4	14.15%	Reduced
3099	Cambria Investment Management Manhattan Beach, California	$29.9M	+$1.64M	10	1.75%	Increased
3100	Security National Bank of So Dak Sioux City, Iowa	$29.9M	-$765K	6	14.75%	Reduced