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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
1251	Appleton Partners Boston, Massachusetts	$137M	-$3.25M	6	9.7%	Reduced
1252	VARA Value Aligned Research Advisors Princeton, New Jersey	$137M	+$22.4M	5	2.89%	Increased
1253	Petredis Investment Advisors Warrendale, Pennsylvania	$137M	+$890K	5	11.98%	Increased
1254	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$137M	-$7.35M	6	10.49%	Reduced
1255	Modern Wealth Management Lenexa, Kansas	$137M	+$7.28M	9	3.36%	Increased
1256	Soma Equity Partners San Francisco, California	$136M	+$13.7M	1	6.77%	Increased
1257	German American Bancorp Jasper, Indiana	$136M	-$405K	4	13.28%	Reduced
1258	Schnieders Capital Management Pasadena, California	$136M	+$6.83M	6	23.82%	Increased
1259	Ascent Group Virginia Beach, Virginia	$135M	-$9.8M	13	5.27%	Reduced
1260	C Chescapmanager Baltimore, Maryland	$135M	$0	3	14.91%	Maintained
1261	Insigneo Advisory Services Miami, Florida	$135M	+$9.9M	11	11.57%	Increased
1262	Robertson Stephens Wealth Management San Francisco, California	$134M	+$2.72M	9	4.28%	Increased
1263	Strategic Wealth Partners Independence, Ohio	$134M	+$117M	16	10.57%	New
1264	SCS Capital Management Boston, Massachusetts	$134M	+$36.2M	10	1.49%	Increased
1265	Chicago Partners Investment Group Chicago, Illinois	$134M	+$4.2M	15	3.86%	Increased
1266	Middleton & Co Boston, Massachusetts	$134M	-$2.2M	6	15.03%	Reduced
1267	DCM Dupont Capital Management Wilmington, Delaware	$134M	-$20.4M	3	14.37%	Reduced
1268	Asset Advisors Investment Management Augusta, Georgia	$134M	-$1.47M	5	13.21%	Reduced
1269	Penn Davis McFarland Dallas, Texas	$134M	-$730K	5	15.04%	Reduced
1270	Gladstone Institutional Advisory Palm Beach Gardens, Florida	$133M	+$1.67M	14	5.49%	Increased
1271	Richard Bernstein Advisors New York	$133M	-$18.2M	5	3.28%	Reduced
1272	Barton Investment Management West Conshohocken, Pennsylvania	$133M	-$715K	5	13.77%	Reduced
1273	Churchill Management Los Angeles, California	$133M	+$507K	6	1.44%	Increased
1274	Check Capital Management Costa Mesa, California	$132M	-$1.57M	3	4.48%	Reduced
1275	Whitney & Co Rochester, New York	$132M	-$413K	6	13.06%	Reduced