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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
1426	Simplicity Solutions Minneapolis, Minnesota	$35.3M	-$21M	9	1.51%	Reduced
1427	ProVise Management Group Clearwater, Florida	$35.2M	+$1.27M	6	4.72%	Increased
1428	Thompson Investment Management Madison, Wisconsin	$35.1M	-$714K	6	6.86%	Reduced
1429	SVA Wealth Management Madison, Wisconsin	$35.1M	-$2.39M	5	3.46%	Reduced
1430	Mechanics Bank - Trust Department Walnut Creek, California	$35.1M	-$1M	5	7.93%	Reduced
1431	Anchor Capital Advisors Boston, Massachusetts	$35.1M	-$1.62M	5	1.27%	Reduced
1432	TrinityPoint Wealth Milford, Connecticut	$35M	+$1M	7	16.79%	Increased
1433	Carroll Financial Associates Charlotte, North Carolina	$35M	+$507K	16	3.05%	Increased
1434	MA Mutual Advisors Omaha, Nebraska	$34.9M	+$2.56M	10	4.54%	Increased
1435	Wilsey Asset Management San Diego, California	$34.9M	$0	1	14.32%	Maintained
1436	OCM Oakwood Capital Management Los Angeles, California	$34.8M	+$1.67M	4	14.94%	Increased
1437	Corient Capital Partners Newport Beach, California	$34.8M	+$2.85M	7	5.34%	Increased
1438	BLAM Bourne Lent Asset Management Pawling, New York	$34.8M	+$20.9K	5	16.69%	Increased
1439	Fulton Breakefield Broenniman Bethesda, Maryland	$34.8M	+$60.3K	2	5.5%	Increased
1440	Hollencrest Capital Management Newport Beach, California	$34.7M	+$112K	7	4.32%	Increased
1441	First Interstate Bank Billings, Montana	$34.5M	-$1.02M	11	7.66%	Reduced
1442	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$34.5M	+$4.98M	4	12.56%	Increased
1443	CU CDAM (UK) London, United Kingdom	$34.5M	-$18.3M	1	6.72%	Reduced
1444	WAS Winch Advisory Services Appleton, Wisconsin	$34.5M	+$3.72M	9	17.96%	Increased
1445	WC Westwind Capital Las Cruces, New Mexico	$34.4M	+$882K	5	19.55%	Increased
1446	Beese Fulmer Investment Management Canton, Ohio	$34.2M	-$303K	6	6.48%	Reduced
1447	ExodusPoint Capital Management New York	$34.2M	+$19.4M	12	1.36%	Increased
1448	Fiduciary Trust International Lincoln, Massachusetts	$34.1M	+$12.4M	6	7.7%	Increased
1449	Biondo Investment Advisors Milford, Pennsylvania	$34.1M	+$2.05M	6	8.08%	Increased
1450	Atlantic Union Bankshares Glen Allen, Virginia	$34.1M	+$19.7M	7	4.58%	Increased