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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
1051	BFO Boston Family Office Boston, Massachusetts	$91.1M	-$1.96M	6	8.27%	Reduced
1052	TM Tikvah Management Charlotte, North Carolina	$90.9M	-$18.7M	3	28.08%	Reduced
1053	KC Keenan Capital Burlingame, California	$90.6M	$0	3	18.2%	Maintained
1054	Central Securities New York	$90.2M	+$4.36M	3	13.98%	Increased
1055	MainStreet Investment Advisors Chicago, Illinois	$90.2M	-$11.7M	6	7.05%	Reduced
1056	NWAM LLC Mercer Island, Washington	$90.2M	-$7.38M	6	14.88%	Reduced
1057	Pittenger & Anderson Inc Lincoin, Nebraska	$90.2M	+$1.02M	11	5.76%	Increased
1058	SFG Sather Financial Group Victoria, Texas	$90.1M	+$1.65M	4	14.36%	Increased
1059	J.W. Cole Advisors Tampa, Florida	$89.9M	+$52.9M	12	6.89%	Increased
1060	Act Two Investors Santa Cruz, California	$89.6M	+$3.54M	5	28.99%	Increased
1061	Palisade Capital Management Fort Lee, New Jersey	$89.5M	+$3.86M	8	2.65%	Increased
1062	Baltimore-Washington Financial Advisors Columbia, Maryland	$89.3M	-$1.62M	5	11.56%	Reduced
1063	Northeast Financial Consultants Westport, Connecticut	$88.9M	+$102K	6	8.03%	Increased
1064	Donaldson Capital Management Evansville, Indiana	$88.8M	-$1.27M	6	6.01%	Reduced
1065	Kingsview Wealth Management Grants Pass, Oregon	$88.8M	+$6.05M	10	7.95%	Increased
1066	Thomasville National Bank Thomasville, Georgia	$88.7M	-$6.07M	5	13.34%	Reduced
1067	MAM Mastrapasqua Asset Management Nashville, Tennessee	$88.3M	-$586K	6	12.35%	Reduced
1068	Everence Capital Management Goshen, Indiana	$88.2M	-$4.18M	9	9.7%	Reduced
1069	Zeke Capital Advisors Berwyn, Pennsylvania	$88.2M	+$35.8M	7	10.16%	Increased
1070	Lincoln National Corp Radnor, Pennsylvania	$88.1M	+$3.16M	9	2.62%	Increased
1071	JC JBF Capital Aspen, Colorado	$87.8M	-$315K	3	14.33%	Reduced
1072	Majedie Asset Management London, United Kingdom	$87.5M	-$5.88M	4	6.51%	Reduced
1073	Smith Salley Wealth Management Greensboro, North Carolina	$87M	-$1.72M	5	10.52%	Reduced
1074	Ledyard National Bank	$86.8M	-$3.45M	6	10.97%	Reduced
1075	First Quadrant Glendale, California	$86.8M	-$23.2M	10	11.08%	Reduced