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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
1726	Torray Investment Partners Bethesda, Maryland	$54.9M	+$368K	4	8.89%	Increased
1727	Icon Wealth Advisors Houston, Texas	$54.9M	+$51.8M	8	5.72%	New
1728	SFMG Wealth Advisors Plano, Texas	$54.9M	-$343K	6	5.09%	Reduced
1729	Alley Investment Management Company Lake Forest, Illinois	$54.8M	+$3.69M	4	8.01%	Increased
1730	Grandeur Peak Global Advisors Salt Lake City, Utah	$54.8M	-$3.68M	2	3.86%	Reduced
1731	Holderness Investments Company Greensboro, North Carolina	$54.8M	+$9.07M	6	15.05%	Increased
1732	Engineers Gate Manager New York	$54.7M	-$5.41M	25	1.56%	Reduced
1733	Steigerwald Gordon & Koch Leesburg, Virginia	$54.5M	+$1.15M	6	7.37%	Increased
1734	EverSource Wealth Advisors Birmingham, Alabama	$54.5M	+$3.03M	24	4.99%	Increased
1735	HCM Harspring Capital Management New York	$54.5M	-$904K	2	12.91%	Reduced
1736	PWW Pettyjohn Wood & White Lynchburg, Virginia	$54.5M	+$117K	6	11.79%	Increased
1737	Nemes Rush Group Novi, Michigan	$54.3M	+$292K	12	8.75%	Increased
1738	Buckley Wealth Management Las Vegas, Nevada	$54.2M	-$239K	5	18.81%	Reduced
1739	Harbor Capital Advisors Chicago, Illinois	$54.2M	-$2.99M	13	10.41%	Reduced
1740	Absher Wealth Management Chapel Hill, North Carolina	$54.2M	-$2.03M	5	8.15%	Reduced
1741	Bandera Partners New York	$54.2M	$0	2	17.94%	Maintained
1742	Lake Street Private Wealth Chicago, Illinois	$54.1M	+$4.1M	8	8.52%	Increased
1743	Parcion Private Wealth Bellevue, Washington	$54M	-$210K	8	4.94%	Reduced
1744	Covenant Asset Management Chester, New Jersey	$54M	-$2.26M	5	9.7%	Reduced
1745	Nelson Capital Management Menlo Park, California	$53.9M	-$2.6M	5	12.06%	Reduced
1746	Stratos Investment Management Beachwood, Ohio	$53.9M	+$647K	6	6.38%	Increased
1747	Leuthold Group Minneapolis, Minnesota	$53.9M	+$3.03M	4	6.74%	Increased
1748	Trifecta Capital Advisors Northbrook, Illinois	$53.9M	+$1.17M	10	14.9%	Increased
1749	Community Bank Dewitt, New York	$53.8M	-$828K	9	7.02%	Reduced
1750	Money Concepts Capital Palm Beach Gardens, Florida	$53.6M	-$9.8M	9	4.97%	Reduced