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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	Vantage Wealth Pasadena, California	$33.6M	-$14.2K	4	14.27%	Reduced
1552	Redwood Investments Boston, Massachusetts	$33.6M	+$3.29M	5	3.96%	Increased
1553	PTB Pioneer Trust Bank Salem, Oregon	$33.5M	+$757K	5	15.45%	Increased
1554	Fulcrum Capital Seattle, Washington	$33.5M	-$2.86M	5	15.19%	Reduced
1555	SA Strategic Advisors New York	$33.5M	-$446K	8	14.58%	Reduced
1556	Grassi Investment Management Santa Clara, California	$33.4M	-$7.07M	8	5.85%	Reduced
1557	TFS Thoroughbred Financial Services Brentwood, Tennessee	$33.4M	+$3.78M	6	11.91%	Increased
1558	Peconic Partners New York	$33.4M	-$5.21M	3	12.9%	Reduced
1559	Progressive Investment Management Lake Oswego, Oregon	$33.3M	+$41K	4	18.55%	Increased
1560	Governors Lane New York	$33.2M	+$34.7M	1	4.61%	New
1561	Meridian Wealth Management Lexington, Kentucky	$33.2M	+$9.8M	6	14.72%	Increased
1562	MRCM M&R Capital Management Summit, New Jersey	$33.2M	+$1.25M	8	9.89%	Increased
1563	Thompson Investment Management Madison, Wisconsin	$33.2M	-$2.74M	6	7.36%	Reduced
1564	Evanson Asset Management Carmel, California	$33.2M	-$723K	6	7.91%	Reduced
1565	KLCM Advisors Milwaukee, Wisconsin	$33.1M	-$402K	5	10.48%	Reduced
1566	Islet Management New York	$33M	+$17.5M	3	4.82%	Increased
1567	Toronado Partners San Francisco, California	$33M	+$14.5M	1	10.32%	Increased
1568	Drexel Morgan & Co Radnor, Pennsylvania	$33M	+$30.3M	4	12.79%	Increased
1569	Essex Financial Services Essex, Connecticut	$32.9M	+$428K	7	11.74%	Increased
1570	Oakwood Capital Management Los Angeles, California	$32.9M	-$526K	3	17.41%	Reduced
1571	Granite Investment Advisors Concord, New Hampshire	$32.9M	-$393K	7	8.19%	Reduced
1572	BCM Bluefin Capital Management New York	$32.7M	-$82.3M	4	4.22%	Reduced
1573	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$32.7M	+$209K	5	11.37%	Increased
1574	Harvard Management Company Boston, Massachusetts	$32.6M	-$52.5M	1	5.1%	Reduced
1575	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$32.6M	+$5.63M	1	53.56%	Increased