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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	Telos Capital Management San Diego, California	$63.5M	-$2.05M	6	7.16%	Reduced
1702	Venturi Wealth Management Austin, Texas	$63.5M	+$1.39M	20	4.08%	Increased
1703	Perennial Advisors New York	$63.2M	-$298K	5	14.7%	Reduced
1704	Nemes Rush Group Novi, Michigan	$63.1M	+$1.79M	12	9.04%	Increased
1705	Crosslink Capital Menlo Park, California	$63.1M	-$2.59M	1	8.99%	Reduced
1706	Edge Capital Group Atlanta, Georgia	$62.9M	-$5.55M	8	3.13%	Reduced
1707	Holderness Investments Company Greensboro, North Carolina	$62.7M	+$400K	6	15.34%	Increased
1708	Bulltick Wealth Management Miami, Florida	$62.7M	+$13.7M	5	10.74%	Increased
1709	Park Presidio Capital San Francisco, California	$62.6M	-$17M	1	14.25%	Reduced
1710	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$62.6M	$0	2	5.09%	Maintained
1711	SFMG Wealth Advisors Plano, Texas	$62.5M	+$415K	6	5.37%	Increased
1712	Rice Partnership Honolulu, Hawaii	$62.4M	+$593K	5	14.7%	Increased
1713	Stockman Wealth Management Billings, Montana	$62.4M	-$2.67M	6	11.01%	Reduced
1714	Trifecta Capital Advisors Northbrook, Illinois	$62.3M	+$1.75M	10	15.17%	Increased
1715	First Western Trust Bank Denver, Colorado	$62.3M	-$4.13M	6	2.84%	Reduced
1716	Toth Financial Advisory Leesburg, Virginia	$62.3M	-$1.91M	14	7.8%	Reduced
1717	PWW Pettyjohn Wood & White Lynchburg, Virginia	$62.2M	+$1.01M	6	12.37%	Increased
1718	Csenge Advisory Group Clearwater, Florida	$62.2M	+$2.15M	9	3.48%	Increased
1719	Willis Investment Counsel Gainesville, Georgia	$62.1M	-$8.62M	3	4.27%	Reduced
1720	Concourse Financial Group Securities Birmingham, Alabama	$62.1M	+$2.07M	19	4.01%	Increased
1721	Arrow Financial Glens Falls, New York	$62M	-$1.24M	9	6.16%	Reduced
1722	Trustmark National Bank Trust Department Jackson, Mississippi	$62M	+$3.09M	7	5.06%	Increased
1723	Berger Financial Group Plymouth, Minnesota	$62M	+$4.16M	8	5.1%	Increased
1724	CF Clarity Financial Houston, Texas	$61.8M	-$2.33M	5	9.34%	Reduced
1725	Lake Street Private Wealth Chicago, Illinois	$61.7M	+$1.01M	8	8.52%	Increased