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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
1501	Southeast Asset Advisors Thomasville, Georgia	$19.4M	+$108K	3	6.06%	Increased
1502	Caprock Group Boise, Idaho	$19.4M	+$293K	9	4.55%	Increased
1503	Checchi Capital Advisers Beverly Hills, California	$19.3M	+$834K	8	2.22%	Increased
1504	SIRP Shelter Insurance Retirement Plan Columbia, Missouri	$19.2M	$0	2	8.54%	Maintained
1505	CCA Covey Capital Advisors Atlanta, Georgia	$19.2M	+$208K	3	10.11%	Increased
1506	Eventide Asset Management Boston, Massachusetts	$19.2M	+$20.1M	1	1.27%	New
1507	Dorsey Asset Management Chicago, Illinois	$19.1M	+$18.9M	1	10.82%	New
1508	GJCM Grand Jean Capital Management San Francisco, California	$19.1M	+$1.36M	3	6.98%	Increased
1509	SAM Shikiar Asset Management New York	$19.1M	-$879K	3	8.61%	Reduced
1510	MFS Monetta Financial Services Wheaton, Illinois	$19.1M	+$2.3M	5	11.03%	Increased
1511	Steigerwald Gordon & Koch Leesburg, Virginia	$19M	-$483K	5	5.64%	Reduced
1512	Wealthspire Advisors (Maryland) Potomac, Maryland	$19M	+$1.16M	13	2.71%	Increased
1513	ThornTree Capital Partners Boston, Massachusetts	$19M	-$4.98M	2	11.88%	Reduced
1514	TCCM Timber Creek Capital Management Boston, Massachusetts	$19M	+$69.4K	6	14.26%	Increased
1515	Bank Hapoalim BM Tel Aviv, Israel	$19M	+$4.49M	6	4.46%	Increased
1516	JAM JCIC Asset Management Toronto, Ontario, Canada	$19M	-$1.2M	3	6.66%	Reduced
1517	Girard Partners King Of Prussia, Pennsylvania	$18.9M	+$1.93M	6	4.57%	Increased
1518	Coastline Trust Providence, Rhode Island	$18.9M	+$863K	5	3.53%	Increased
1519	MIM Montgomery Investment Management Rockville, Maryland	$18.9M	$0	3	8.13%	Maintained
1520	AL Airain Ltd St. Peter Port, Guernsey	$18.9M	-$2.12M	4	0.92%	Reduced
1521	CEI Clark Estates Inc New York	$18.9M	$0	2	2.91%	Maintained
1522	Geneos Wealth Management Englewood, Colorado	$18.7M	+$1.18M	15	1.95%	Increased
1523	ProVise Management Group Clearwater, Florida	$18.7M	+$899K	6	3%	Increased
1524	TGCM Tukman Grossman Capital Management Larkspur, California	$18.7M	-$29.9M	1	4.49%	Reduced
1525	FRG Family Wealth Advisors Bellevue, Washington	$18.7M	-$103K	6	7.27%	Reduced