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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
3526	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$22.4M	+$623K	6	2.58%	Increased
3527	HWM HFR Wealth Management Niskayuna, New York	$22.4M	+$6.98K	3	5.48%	Increased
3528	LA LexAurum Advisors Overland Park, Kansas	$22.4M	+$46.9K	7	2.59%	Increased
3529	PA Promethium Advisors Bethesda, Maryland	$22.4M	+$115K	6	10.76%	Increased
3530	CIA Cape Investment Advisory Mcdonough, Georgia	$22.4M	+$460K	17	5.99%	Increased
3531	IIL Insight Inv LLC El Segundo, California	$22.4M	-$253K	6	10.56%	Reduced
3532	MCM Mainstream Capital Management Los Angeles, California	$22.4M	+$1.54M	6	13.48%	Increased
3533	1GI 180 GPS Investments St Peter Port,	$22.4M	+$23.1M	5	16.55%	New
3534	CSUI Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$22.4M	$0	1	4.98%	Maintained
3535	DE DV Equities Chicago, Illinois	$22.4M	+$23.3M	5	3.21%	New
3536	GW Griffith & Werner Canton, Georgia	$22.4M	-$3.28M	5	10.48%	Reduced
3537	PP PDT Partners New York	$22.3M	-$25.4M	5	1.17%	Reduced
3538	PFG Prosperity Financial Group San Ramon, California	$22.3M	+$228K	5	6.92%	Increased
3539	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$22.3M	-$92.3K	5	12.02%	Reduced
3540	FCMT Founders Capital Management (Texas) Houston, Texas	$22.3M	-$54.7K	8	9.64%	Reduced
3541	SL SFM LLC Manchester, New Hampshire	$22.2M	-$2.61M	4	11.41%	Reduced
3542	BAM Beaumont Asset Management Beaumont, Texas	$22.2M	+$259K	3	8.64%	Increased
3543	SCM Soros Capital Management New York	$22.2M	+$7.84M	2	3.98%	Increased
3544	NDBT North Dallas Bank & Trust Dallas, Texas	$22.2M	-$587K	6	13.16%	Reduced
3545	ALC Alexander Labrunerie & Co Columbia, Missouri	$22.2M	-$525K	6	7.76%	Reduced
3546	MCM Mattern Capital Management Lakewood, Colorado	$22.1M	+$141K	4	2.58%	Increased
3547	SIM SWP Investment Management Independence, Ohio	$22.1M	-$465K	4	15.27%	Reduced
3548	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$22.1M	-$588K	6	12.14%	Reduced
3549	PWM Palacios Wealth Management Ormond Beach, Florida	$22.1M	-$229K	10	13.06%	Reduced
3550	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$22.1M	+$424K	11	2.83%	Increased