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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
1751	Stonebridge Capital Management Los Angeles, California	$34.2M	-$1M	6	16.36%	Reduced
1752	Portolan Capital Management Boston, Massachusetts	$34.2M	-$1.27M	5	3.39%	Reduced
1753	Torray Investment Partners Bethesda, Maryland	$34M	-$4.18M	4	6.12%	Reduced
1754	Venturi Wealth Management Austin, Texas	$33.9M	+$8.19M	8	2.99%	Increased
1755	PWW Pettyjohn Wood & White Lynchburg, Virginia	$33.9M	-$135K	6	8.45%	Reduced
1756	CT Chicago Trust Grayslake, Illinois	$33.8M	-$2.5M	9	8.43%	Reduced
1757	Concourse Financial Group Securities Birmingham, Alabama	$33.7M	+$19.6M	21	2.73%	Increased
1758	Forvis Mazars Wealth Advisors Springfield, Missouri	$33.7M	+$219K	6	1.18%	Increased
1759	CM Conifer Management New York	$33.6M	$0	1	4.09%	Maintained
1760	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$33.6M	+$348K	5	3.81%	Increased
1761	Selkirk Management Chatham, New Jersey	$33.6M	$0	2	45.56%	Maintained
1762	Bender Robert & Associates Pasadena, California	$33.6M	-$834K	5	12.55%	Reduced
1763	Bornite Capital Management New York	$33.6M	-$20.4M	2	8.75%	Reduced
1764	Verdence Capital Advisors Hunt Valley, Maryland	$33.5M	-$3.54M	7	4.12%	Reduced
1765	WoodTrust Financial Wisconsin Rapids, Wisconsin	$33.5M	-$1.57M	7	6.93%	Reduced
1766	CBT Central Bank & Trust Lexington, Kentucky	$33.5M	+$2.56M	8	6.32%	Increased
1767	LaFleur & Godfrey Grand Rapids, Michigan	$33.4M	+$432K	5	5.58%	Increased
1768	Fragasso Financial Advisors Sewickley, Pennsylvania	$33.4M	-$29.6K	6	3.87%	Reduced
1769	TCM Trybe Capital Management Greenwich, Connecticut	$33.4M	-$1.8M	3	32.06%	Reduced
1770	XML Financial Bethesda, Maryland	$33.3M	+$278K	6	4.19%	Increased
1771	Symmetry Partners Glastonbury, Connecticut	$33.3M	-$2.63M	9	1.97%	Reduced
1772	Nations Financial Group Cedar Rapids, Iowa	$33.3M	+$9.29M	7	3.74%	Increased
1773	Phraction Management Colchester, Connecticut	$33.3M	+$6.95M	4	21.82%	Increased
1774	YC Yunqi Capital Hong Kong	$33.3M	+$10.2M	1	22.47%	Increased
1775	SFMG Wealth Advisors Plano, Texas	$33.2M	-$2.59M	6	3.69%	Reduced