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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
1551	Northstar Investment Advisors Denver, Colorado	$27M	+$469K	4	5.65%	Increased
1552	SG Swarthmore Group Philadelphia, Pennsylvania	$26.9M	+$8.22M	3	6.5%	Increased
1553	FC Fulcrum Capital Seattle, Washington	$26.9M	-$4.77M	5	12.84%	Reduced
1554	Vision Capital Management Portland, Oregon	$26.7M	-$3.45M	3	7.78%	Reduced
1555	Carroll Financial Associates Charlotte, North Carolina	$26.7M	-$214K	14	2.85%	Reduced
1556	Advisornet Financial Minnetonka, Minnesota	$26.7M	+$39.4K	12	3.61%	Increased
1557	CFIC City Financial Investment Company London, United Kingdom	$26.7M	+$22.2M	3	1.35%	Increased
1558	CANC Culbertson A N & Co Charlottesville, Virginia	$26.6M	+$664K	6	7.91%	Increased
1559	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$26.6M	+$307K	10	2.92%	Increased
1560	Lyell Wealth Management Menlo Park, California	$26.5M	-$250K	5	9.7%	Reduced
1561	BCM Beck Capital Management Austin, Texas	$26.4M	-$747K	6	12.78%	Reduced
1562	Verition Fund Management Greenwich, Connecticut	$26.3M	+$15.1M	15	1.61%	Increased
1563	Gratus Capital Atlanta, Georgia	$26.3M	+$1.41M	5	3.89%	Increased
1564	Alexandria Capital Arlington, Virginia	$26.2M	+$658K	8	3.93%	Increased
1565	Linscomb Wealth Houston, Texas	$26M	+$292K	6	2.21%	Increased
1566	John G. Ullman & Associates Corning, New York	$26M	+$1.12M	5	4.92%	Increased
1567	SA Strategic Advisors New York	$26M	+$905K	8	10.45%	Increased
1568	HighPoint Advisor Group Downers Grove, Illinois	$26M	-$455K	8	7.02%	Reduced
1569	CCM Cohen Capital Management Corte Madera, California	$26M	-$214K	6	6.02%	Reduced
1570	Foster & Motley Cincinnati, Ohio	$26M	-$951K	3	4.14%	Reduced
1571	Trust Company Manhattan, Kansas	$26M	-$252K	8	11.88%	Reduced
1572	SIM Spark Investment Management New York	$26M	+$6.55M	6	1.52%	Increased
1573	TCOT Trust Company of Toledo Holland, Ohio	$25.9M	-$139K	7	6.93%	Reduced
1574	Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$25.9M	+$692K	6	2.48%	Increased
1575	Sunriver Management Greenwich, Connecticut	$25.9M	-$5.07M	1	5.54%	Reduced