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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
3501	Werba Rubin Papier Wealth Management San Jose, California	$20.7M	-$32.3K	8	3.34%	Reduced
3502	FFG Floyd Financial Group Springfield, Missouri	$20.6M	+$457K	4	15.29%	Increased
3503	Quantessence Capital New York	$20.6M	+$5.41M	4	6.52%	Increased
3504	Lipe & Dalton Syracuse, New York	$20.6M	-$309K	6	10.2%	Reduced
3505	Valley Brook Capital Group Venetia, Pennsylvania	$20.6M	+$710K	4	13.83%	Increased
3506	MWA Asset Management Lexington, Massachusetts	$20.6M	+$911K	7	11.36%	Increased
3507	a16z Perennial Management Menlo Park, California	$20.6M	+$7.54M	5	1.57%	Increased
3508	Jacobsen Capital Management Salt Lake City, Utah	$20.5M	+$378K	6	6.96%	Increased
3509	FCA Corp Houston, Texas	$20.5M	+$150K	7	5.7%	Increased
3510	Beaumont Asset Management Beaumont, Texas	$20.5M	+$54.9K	3	10.32%	Increased
3511	Bretton Capital Management San Francisco, California	$20.5M	$0	2	17.29%	Maintained
3512	Ayalon Insurance Company Ramat Gan, Israel	$20.5M	-$930K	4	5.18%	Reduced
3513	Shilanski & Associates Anchorage, Alaska	$20.5M	+$2.54M	6	5.44%	Increased
3514	Robbins Farley Bedford, New Hampshire	$20.5M	+$719K	7	8.51%	Increased
3515	Peninsula Asset Management Bradenton, Florida	$20.4M	-$132K	3	10.49%	Reduced
3516	Finivi Inc Westborough, Massachusetts	$20.4M	-$420K	5	13.02%	Reduced
3517	Integrated Capital Management (Michigan) Bloomfield, Michigan	$20.4M	-$3.65M	4	9%	Reduced
3518	Eagle Strategies New York	$20.4M	+$904K	8	2.73%	Increased
3519	Consilium Wealth Advisory Richardson, Texas	$20.4M	+$1.48M	5	7.88%	Increased
3520	Hengehold Capital Management Cincinnati, Ohio	$20.4M	+$869K	6	1.74%	Increased
3521	Beacon Financial Advisory Cleveland, Ohio	$20.4M	+$1.08M	8	4.72%	Increased
3522	Breakwater Investment Management Seattle, Washington	$20.4M	+$65.7K	12	7.51%	Increased
3523	Terra Nova Asset Management New York	$20.4M	+$479K	6	12.85%	Increased
3524	Signet Investment Advisory Group Providence, Rhode Island	$20.4M	-$2.12M	4	9.79%	Reduced
3525	High Net Worth Advisory Group Naples, Florida	$20.4M	+$278K	8	4.9%	Increased