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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
3201	Ballast Advisors Woodbury, Minnesota	$22M	+$225K	6	6.78%	Increased
3202	Robertson Opportunity Capital Dallas, Texas	$22M	$0	1	8.07%	Maintained
3203	American Investment Services Great Barrington, Massachusetts	$22M	-$1.03M	4	3.89%	Reduced
3204	HighVista Strategies Boston, Massachusetts	$22M	+$1.35M	6	8.17%	Increased
3205	PGIM Custom Harvest Newark, New Jersey	$21.9M	+$1.83M	9	0.43%	Increased
3206	GWM GSB Wealth Management Guilford, Connecticut	$21.9M	-$150K	6	5.67%	Reduced
3207	Empirical Capital Management Hendersonville, Tennessee	$21.9M	-$8.61M	1	16.54%	Reduced
3208	Fairbanks Capital Management Rancho Santa Fe, California	$21.9M	+$1.68M	5	13.66%	Increased
3209	Forefront Wealth Management Malvern, Pennsylvania	$21.9M	+$21.1M	3	20.17%	New
3210	Highview Capital Management Buffalo Grove, Illinois	$21.9M	+$757K	4	8.4%	Increased
3211	Insight Wealth Strategies San Ramon, California	$21.9M	-$903K	5	2.93%	Reduced
3212	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$21.9M	+$1.73M	6	1.1%	Increased
3213	Atala Financial Calabasas, California	$21.9M	+$21.4M	8	15.34%	New
3214	Birch Capital Management Dallas, Texas	$21.8M	+$966K	5	10.99%	Increased
3215	Boyar Asset Management New York	$21.8M	-$551K	4	14.38%	Reduced
3216	Peterson Wealth Services South Ogden, Utah	$21.8M	+$1.19M	6	6.54%	Increased
3217	Pettee Investors Rowayton, Connecticut	$21.8M	+$877K	6	11.06%	Increased
3218	RCWM Royal Capital Wealth Management Carmel, Indiana	$21.8M	+$47.9K	5	15.26%	Increased
3219	Gries Financial Cleveland, Ohio	$21.8M	+$804K	8	3.87%	Increased
3220	NBT Northwest Bank & Trust Davenport, Iowa	$21.7M	-$156K	6	16.05%	Reduced
3221	Stenger Family Office Naperville, Illinois	$21.7M	+$21.4M	3	7.38%	New
3222	Northwest Capital Management Lake Oswego, Oregon	$21.7M	+$29.8K	9	9.31%	Increased
3223	Black Creek Investment Management Toronto, Ontario, Canada	$21.7M	+$931K	1	1.03%	Increased
3224	BankPlus Trust Department Jackson, Mississippi	$21.7M	+$21.4M	8	7.12%	New
3225	Accuvest Global Advisors Provo, Utah	$21.7M	-$3.7M	3	30.33%	Reduced