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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
3101	AWA Argos Wealth Advisors Sacramento, California	$29.4M	+$3.33M	8	7.8%	Increased
3102	BCFD Boit C.F. David	$29.4M	$0	5	12.39%	Maintained
3103	JKA Jones Kertz & Associates Blaine, Minnesota	$29.4M	-$1.91M	5	13.55%	Reduced
3104	SCM Stevens Capital Management Radnor, Pennsylvania	$29.4M	-$91.6M	6	7.06%	Reduced
3105	RCP RIT Capital Partners London, United Kingdom	$29.4M	$0	1	4.74%	Maintained
3106	OFA Oak Family Advisors Chicago, Illinois	$29.4M	-$429K	5	7.51%	Reduced
3107	MCM Morton Capital Management Calabasas, California	$29.4M	+$935K	7	4.01%	Increased
3108	NLP Next Level Private Harrison, New York	$29.3M	-$1.09M	5	5.75%	Reduced
3109	ACM Argyle Capital Management Center Valley, Pennsylvania	$29.3M	+$321K	8	8.43%	Increased
3110	OCM Once Capital Management New York	$29.3M	$0	2	2.4%	Maintained
3111	CRIG Charter Research & Investment Group Southport, Connecticut	$29.2M	-$238K	6	17.74%	Reduced
3112	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$29.2M	+$538K	7	6.21%	Increased
3113	CCM Cox Capital Management Andover, Massachusetts	$29.2M	+$1.11M	3	16.27%	Increased
3114	NA NVP Associates Menlo Park, California	$29.2M	+$21.1M	1	8.9%	New
3115	PAA Peregrine Asset Advisers Portland, Oregon	$29.2M	-$3.86M	7	6.33%	Reduced
3116	SC Stolper & Co Tulsa, Oklahoma	$29.2M	-$5.01M	4	7.53%	Reduced
3117	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$29.2M	+$1.27M	5	9.52%	Increased
3118	HCP Hiddenite Capital Partners New York	$29.1M	+$23.3M	1	2.5%	New
3119	SN Sittner & Nelson Eugene, Oregon	$29.1M	-$272K	13	9.15%	Reduced
3120	FBFS First Business Financial Services Madison, Wisconsin	$29.1M	+$1.08M	6	2.25%	Increased
3121	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$29M	+$183K	3	7.75%	Increased
3122	SWM StoneCrest Wealth Management Chandler, Arizona	$29M	+$730K	6	9.26%	Increased
3123	HFM Hartford Funds Management Wayne, Pennsylvania	$29M	+$1.14M	4	2.32%	Increased
3124	MLIC Mandatum Life Insurance Company Helsinki, Finland	$29M	+$1.44M	6	5.36%	Increased
3125	LC LCNB Corp Lebanon, Ohio	$28.9M	-$798K	6	8.88%	Reduced