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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
1026	Central Securities New York	$199M	-$6.28M	3	16.41%	Reduced
1027	Moneta Group Investment Advisors St Louis, Missouri	$199M	+$3.29M	11	1.49%	Increased
1028	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$198M	-$5.94M	11	6.32%	Reduced
1029	Welch Group Birmingham, Alabama	$198M	+$4.82M	6	7.43%	Increased
1030	Dock Street Asset Management Palm Beach, Florida	$198M	-$12.8M	6	20.78%	Reduced
1031	Univest Financial Souderton, Pennsylvania	$198M	+$4.4M	6	11.09%	Increased
1032	Homestead Advisers Arlington, Virginia	$196M	-$2.43M	2	5.27%	Reduced
1033	Insight Holdings Group New York	$196M	-$41M	4	13.75%	Reduced
1034	Narwhal Capital Management Marietta, Georgia	$196M	+$3.9M	5	14.43%	Increased
1035	Meeder Advisory Services Dublin, Ohio	$195M	+$1.09M	14	8.16%	Increased
1036	WWA WCG Wealth Advisors Las Vegas, Nevada	$195M	+$11.1M	8	5.45%	Increased
1037	YHB Investment Advisors West Hartford, Connecticut	$193M	-$1.69M	6	13.85%	Reduced
1038	Waycross Partners Louisville, Kentucky	$193M	+$4.62M	3	18.45%	Increased
1039	Analog Century Management New York	$193M	+$113M	2	9.22%	Increased
1040	JWCA J.W. Cole Advisors Tampa, Florida	$192M	-$114M	14	6.49%	Reduced
1041	Wedmont Private Capital West Chester, Pennsylvania	$192M	+$26.7M	15	6.19%	Increased
1042	Mirova Paris, France	$191M	+$185M	7	7.77%	Increased
1043	Ashton Thomas Private Wealth Scottsdale, Arizona	$191M	+$4.13M	10	4.52%	Increased
1044	Stonebridge Capital Advisors St Paul, Minnesota	$190M	+$9.41M	6	13.32%	Increased
1045	Ironvine Capital Partners Omaha, Nebraska	$190M	+$210K	3	20.89%	Increased
1046	Hancock Prospecting West Perth, Australia	$189M	$0	3	5.69%	Maintained
1047	Rheos Capital Works Tokyo, Japan	$189M	+$36.8M	7	12.64%	Increased
1048	SCI S&CO Inc Boston, Massachusetts	$188M	+$8.9M	7	11.68%	Increased
1049	Avity Investment Management Greenwich, Connecticut	$188M	+$10.4M	6	13.7%	Increased
1050	Beese Fulmer Investment Management Canton, Ohio	$188M	+$12.6M	11	12.06%	Increased