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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
3901	LAM LFS Asset Management San Ramon, California	$5.45M	+$5.77M	2	4.43%	New
3902	ACM Ategra Capital Management Vienna, Virginia	$5.44M	-$31.5K	5	2.78%	Reduced
3903	Richmond Brothers Jackson, Michigan	$5.44M	-$35.7K	3	5.57%	Reduced
3904	Secure Asset Management Troy, Michigan	$5.44M	+$60.4K	4	3.01%	Increased
3905	New Capital Management Houston, Texas	$5.42M	-$405K	3	2.99%	Reduced
3906	Shayne & Jacobs LLC Nashville, Tennessee	$5.42M	$0	2	3.22%	Maintained
3907	Bridgeworth Birmingham, Alabama	$5.41M	+$146K	6	1.26%	Increased
3908	BI Ballast Inc Lexington, Kentucky	$5.4M	+$138K	5	2.52%	Increased
3909	Leonard Rickey Investment Advisors Yakima, Washington	$5.4M	-$35.7K	4	2.36%	Reduced
3910	Affinity Capital Advisors Berkeley, California	$5.4M	+$323K	6	1.84%	Increased
3911	Fortis Capital Management Bellevue, Washington	$5.39M	-$15.4M	3	5.3%	Reduced
3912	Abacus Wealth Partners Santa Monica, California	$5.39M	-$704K	6	2.8%	Reduced
3913	WAL W Advisors LLC Germantown, Tennessee	$5.38M	+$313K	5	4.65%	Increased
3914	HT Partners Centerbrook, Connecticut	$5.38M	+$2.64K	4	2.14%	Increased
3915	North Run Capital Boston, Massachusetts	$5.38M	-$211K	1	11.03%	Reduced
3916	CA Carson Advisory Athens, Georgia	$5.37M	+$687K	4	6%	Increased
3917	PWM Palumbo Wealth Management Great Neck, New York	$5.37M	+$216K	4	4.26%	Increased
3918	MAA Mraz Amerine & Associates Modesto, California	$5.36M	-$2.17K	1	1.38%	Reduced
3919	BCM Birmingham Capital Management Birmingham, Alabama	$5.35M	-$95.9K	2	2.13%	Reduced
3920	DI Disciplined Investments Tulsa, Oklahoma	$5.35M	+$1.44M	21	2.42%	Increased
3921	MCWA Meadow Creek Wealth Advisors Atlanta, Georgia	$5.34M	-$104K	4	6.58%	Reduced
3922	SSIM Sheets Smith Investment Management Houston, Texas	$5.34M	+$42.2M	2	6.21%	Increased
3923	AC ASB Consultores Aventura, Florida	$5.34M	-$4.24M	6	2.32%	Reduced
3924	CFA Compass Financial Advisors Fort Wayne, Indiana	$5.33M	-$230K	6	7.26%	Reduced
3925	MUFG Securities EMEA London, United Kingdom	$5.31M	-$170M	6	0.09%	Reduced