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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
1776	Boenning & Scattergood West Conshohocken, Pennsylvania	$37.9M	+$1.25M	8	8.02%	Increased
1777	TCV Trust & Wealth Management Richmond, Virginia	$37.8M	-$1M	6	4.59%	Reduced
1778	Sheets Smith Wealth Management Winston-Salem, North Carolina	$37.8M	+$1.51M	7	5.72%	Increased
1779	Mandatum Life Insurance Company Helsinki, Finland	$37.8M	+$6.25M	6	7.87%	Increased
1780	MGO One Seven Beachwood, Ohio	$37.8M	-$507K	10	7.78%	Reduced
1781	Ferris Capital Marlborough, Massachusetts	$37.7M	+$1.17M	8	10.56%	Increased
1782	HCR Wealth Advisors Los Angeles, California	$37.7M	+$525K	7	7.9%	Increased
1783	RKL Wealth Management Lancaster, Pennsylvania	$37.7M	-$1.15M	5	5.26%	Reduced
1784	Premier Fund Managers Guildford, United Kingdom	$37.7M	-$8.37M	4	1.63%	Reduced
1785	Citizens Business Bank Ontario, California	$37.7M	-$886K	7	5.56%	Reduced
1786	TruWealth Advisors Metairie, Louisiana	$37.7M	+$36.5M	6	5.62%	New
1787	Towle & Co Denver, Colorado	$37.6M	+$5.78M	1	4.98%	Increased
1788	Auxier Asset Management Aurora, Oregon	$37.6M	+$405K	7	6.98%	Increased
1789	Avalon Global Asset Management San Francisco, California	$37.6M	+$9.37M	4	10.5%	Increased
1790	AA Ancient Art Austin, Texas	$37.6M	$0	1	3.7%	Maintained
1791	Auxano Advisors Bellevue, Washington	$37.6M	+$846K	6	24.86%	Increased
1792	KCM Kingdon Capital Management New York	$37.6M	-$2.7M	2	4.06%	Reduced
1793	UMC United Maritime Capital New York	$37.5M	+$37.1M	5	32.47%	New
1794	RWA Wealth Partners Newton, Massachusetts	$37.5M	-$914K	8	3.33%	Reduced
1795	Polaris Wealth Advisory Group San Rafael, California	$37.5M	+$17.5M	6	2.8%	Increased
1796	BOK Financial Private Wealth Denver, Colorado	$37.4M	-$260K	5	3.57%	Reduced
1797	M.D. Sass LLC New York	$37.4M	+$4.05M	3	8.02%	Increased
1798	Connors Investor Services Wyomissing, Pennsylvania	$37.3M	+$1.83M	3	4.63%	Increased
1799	MIM Marco Investment Management Atlanta, Georgia	$37.3M	-$2.19M	7	5.35%	Reduced
1800	Capital Investment Counsel Inc Raleigh, North Carolina	$37.3M	-$6.14M	10	11.55%	Reduced