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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
4526	Plustick Management Charlottesville, Virginia	$10M	-$3.64M	2	4.84%	Reduced
4527	CM Capital Management Glen Allen, Virginia	$10M	-$1.01M	1	1.71%	Reduced
4528	Keyvantage Wealth Bethlehem, Pennsylvania	$10M	-$895K	5	4.41%	Reduced
4529	Bolthouse Investments Bakersfield, California	$10M	$0	5	9.05%	Maintained
4530	CA Crumly & Associates Springfield, Illinois	$10M	+$3.85M	7	2.1%	Increased
4531	Heritage Family Offices Scottsdale, Arizona	$10M	+$5.34M	6	4.43%	Increased
4532	Argyle Capital Partners Los Angeles, California	$10M	+$1.07M	4	7.2%	Increased
4533	JAT Capital Management Greenwich, Connecticut	$10M	+$3M	1	16.84%	Increased
4534	Willis Johnson & Associates Houston, Texas	$10M	-$310K	7	0.58%	Reduced
4535	LFP Lakeshore Financial Planning St. Clair Shores, Michigan	$10M	-$744K	5	3.62%	Reduced
4536	Trevian Wealth Management Weston, Massachusetts	$10M	-$93.4K	4	4.93%	Reduced
4537	Almanack Investment Partners Wayne, Pennsylvania	$10M	+$204K	6	1.68%	Increased
4538	Foguth Wealth Management Brighton, Michigan	$10M	+$1.02M	6	1.16%	Increased
4539	Canandaigua National Trust of Florida Canandaigua, New York	$10M	-$3.81M	6	8.01%	Reduced
4540	Truxt Investmentos Rio De Janeiro, Brazil	$10M	+$11.3M	1	6.39%	New
4541	Seldon Capital San Francisco, California	$10M	+$2.48M	5	3.66%	Increased
4542	Permit Capital West Conshohocken, Pennsylvania	$10M	-$2.61M	1	3.38%	Reduced
4543	Arch Global Advisors New York	$9.9M	+$11M	5	5.19%	New
4544	Strata Wealth Advisors Dallas, Texas	$9.9M	-$714K	6	2.72%	Reduced
4545	4J Wealth Management Alexandria, Virginia	$9.9M	-$145K	5	5.64%	Reduced
4546	SF Sun Financial Midvale, Utah	$9.9M	+$62.4K	5	4.97%	Increased
4547	McGinn Penninger Investment Management Alexandria, Virginia	$9.9M	-$585K	1	6.48%	Reduced
4548	Elwood & Goetz Wealth Advisory Group Athens, Georgia	$9.9M	+$186K	6	1.68%	Increased
4549	Flatrock Wealth Partners Newport Beach, California	$9.9M	-$165K	5	4.46%	Reduced
4550	Bellwether Advisors Lincoln, Nebraska	$9.9M	-$1.25M	5	1.68%	Reduced