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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
3551	BWM Bernard Wealth Management Royal Oak, Michigan	$22.1M	-$1.15M	7	8.14%	Reduced
3552	SCA Sandy Cove Advisors Hingham, Massachusetts	$22.1M	+$338K	6	5.52%	Increased
3553	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$22M	+$352K	12	2.77%	Increased
3554	FDC Flight Deck Capital San Francisco, California	$22M	+$5.51M	1	10.69%	Increased
3555	OCM Orion Capital Management Coronado, California	$22M	-$402K	7	6.81%	Reduced
3556	BRG Bay Rivers Group Williamsburg, Virginia	$22M	+$98.1K	6	7.51%	Increased
3557	RF Robbins Farley Bedford, New Hampshire	$22M	+$1.25M	6	8.44%	Increased
3558	EWM Evergreen Wealth Management Williamston, Michigan	$21.9M	-$221K	4	10.29%	Reduced
3559	VEM Vann Equity Management Plano, Texas	$21.9M	-$690K	6	13.32%	Reduced
3560	NA Nautilus Advisors La Jolla, California	$21.9M	+$453K	6	12.93%	Increased
3561	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$21.9M	-$1.9M	4	10.19%	Reduced
3562	BI Ballast Inc Lexington, Kentucky	$21.9M	+$2.37M	5	4.13%	Increased
3563	AFS Aft Forsyth & Sober Valrico, Florida	$21.9M	$0	5	6.85%	Maintained
3564	GA Goldstein Advisors Madison, Wisconsin	$21.9M	+$5.91M	8	2%	Increased
3565	GHA Granite Harbor Advisors Houston, Texas	$21.9M	-$1.01M	5	8.66%	Reduced
3566	WA Wilmar Advisors Juno Beach, Florida	$21.9M	+$187K	4	15.86%	Increased
3567	GCM Generation Capital Management Pittsford, New York	$21.9M	+$936K	5	13.43%	Increased
3568	DI DAGCO Inc Westlake, Ohio	$21.9M	+$4.14M	5	4.05%	Increased
3569	ACM Ashford Capital Management Wilmington, Delaware	$21.9M	+$1.83M	7	2.34%	Increased
3570	BCM Bayesian Capital Management Brooklyn, New York	$21.9M	+$15.5M	12	13.98%	Increased
3571	MAC Mason & Associates (California) Los Angeles, California	$21.8M	-$438K	5	3.53%	Reduced
3572	BC Barrett & Company Providence, Rhode Island	$21.8M	+$6.66M	10	6.11%	Increased
3573	PC Pecaut & Co Sioux City, Iowa	$21.8M	-$479K	2	6.64%	Reduced
3574	PWA Pitcairn Wealth Advisors Conshohocken, Pennsylvania	$21.8M	-$1.97M	6	2.39%	Reduced
3575	QM QVIDTVM Management The Woodlands, Texas	$21.8M	+$894K	2	28.44%	Increased