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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
1701	K.J. Harrison & Partners Toronto, Ontario, Canada	$11.1M	+$1.27M	5	4.89%	Increased
1702	BA BKS Advisors Southfield, Michigan	$11.1M	+$5.41M	5	5.73%	Increased
1703	Girard Partners King Of Prussia, Pennsylvania	$11.1M	+$4.02M	6	5.37%	Increased
1704	Capital Planning Advisors Roseville, California	$11.1M	+$5.05M	4	6.47%	Increased
1705	Atlantic Union Bankshares Glen Allen, Virginia	$11.1M	+$671K	5	4.87%	Increased
1706	FPFS First Personal Financial Services Charlotte, North Carolina	$11.1M	+$187K	6	6.23%	Increased
1707	SM Selkirk Management Chatham, New Jersey	$11.1M	$0	2	6.52%	Maintained
1708	SRP Saddle Road Partners Omaha, Nebraska	$11.1M	+$11.1M	7	7.6%	New
1709	ARMC American Research & Management Company Marion, Massachusetts	$11.1M	-$28.6K	7	4.72%	Reduced
1710	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$11M	+$158K	2	8.08%	Increased
1711	BLM Bennett Lawrence Management New York	$11M	+$3.8M	2	3.58%	Increased
1712	RA RiverPark Advisors New York	$11M	-$3.55M	2	5.07%	Reduced
1713	Transamerica Financial Advisors St. Petersburg, Florida	$11M	+$1.35M	10	0.81%	Increased
1714	MLIM Mountain Lake Investment Management Boca Raton, Florida	$11M	-$477K	1	7.87%	Reduced
1715	Dillon & Associates Jackson, Michigan	$10.9M	-$194K	3	5.28%	Reduced
1716	Cheviot Value Management Beverly Hills, California	$10.9M	-$488K	1	7.07%	Reduced
1717	FWM Frontier Wealth Management Kansas City, Missouri	$10.9M	-$584K	7	1.75%	Reduced
1718	SAS Spectrum Advisory Services Atlanta, Georgia	$10.9M	-$59.4K	4	4.37%	Reduced
1719	HPA Hilltop Park Associates New York	$10.9M	+$10.3M	2	36.32%	New
1720	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$10.9M	+$4.52M	5	5.81%	Increased
1721	HCM Hutchinson Capital Management San Rafael, California	$10.9M	-$11.3M	2	3.42%	Reduced
1722	SFA Staton Financial Advisors Charlotte, North Carolina	$10.9M	-$695K	2	11.13%	Reduced
1723	HA Hays Advisory Franklin, Tennessee	$10.9M	-$5.13M	1	1.85%	Reduced
1724	AAM Autus Asset Management Scottsdale, Arizona	$10.9M	+$10.2M	5	2.76%	Increased
1725	Private Management Group Irvine, California	$10.8M	-$1.07M	1	0.67%	Reduced