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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
1801	VST Van Strum & Towne San Francisco, California	$25M	+$265K	6	19.77%	Increased
1802	TAM Tradition Asset Management Richmond, Virginia	$24.9M	+$5.05M	7	8.34%	Increased
1803	Aptus Capital Advisors Fairhope, Alabama	$24.9M	+$12.8M	5	2.15%	Increased
1804	Capital Impact Advisors Boston, Massachusetts	$24.8M	-$1.11M	5	10.42%	Reduced
1805	BCM Bares Capital Management Austin, Texas	$24.7M	+$30.4M	1	0.89%	New
1806	RWA Wealth Partners Newton, Massachusetts	$24.7M	-$1.27M	7	3.5%	Reduced
1807	CCM Compton Capital Management Providence, Rhode Island	$24.7M	-$350K	8	12.17%	Reduced
1808	Chase Investment Counsel Charlottesville, Virginia	$24.7M	+$6.69M	3	16.64%	Increased
1809	Institutional Venture Management XIV Menlo Park, California	$24.6M	$0	1	16.84%	Maintained
1810	South Street Advisors New York	$24.6M	+$7.05M	4	8.08%	Increased
1811	Renaissance Investment Group Lenox, Massachusetts	$24.5M	+$211K	5	11.58%	Increased
1812	Jackson Square Capital San Francisco, California	$24.5M	-$2.23M	13	19.04%	Reduced
1813	Integrated Wealth Concepts Waltham, Massachusetts	$24.5M	-$1.79M	7	2.26%	Reduced
1814	Joel Isaacson & Co New York	$24.4M	+$999K	10	4.26%	Increased
1815	Jupiter Wealth Management Glendale, Colorado	$24.4M	+$9.39M	5	14.23%	Increased
1816	Moloney Securities Asset Management Manchester, Missouri	$24.4M	+$3.28M	9	8.75%	Increased
1817	AIM Aigen Investment Management New York	$24.2M	+$17.5M	11	3.22%	Increased
1818	Horizon Investments Charlotte, North Carolina	$24.1M	+$2.97M	7	1.18%	Increased
1819	Lakehouse Capital Sydney NSW, Australia	$24.1M	+$15.4M	2	16.79%	New
1820	GHP Investment Advisors Denver, Colorado	$24.1M	+$483K	7	3.62%	Increased
1821	Monetta Financial Services Wheaton, Illinois	$24.1M	+$117K	5	24.66%	Increased
1822	Miller Howard Investments Kingston, New York	$24M	+$20.4M	1	1.23%	Increased
1823	Cubic Asset Management Boston, Massachusetts	$24M	+$1.12M	6	9.72%	Increased
1824	Cypress Capital Group Palm Beach, Florida	$24M	-$408K	8	5.54%	Reduced
1825	Sumitomo Mitsui Financial Group Tokyo, Japan	$24M	+$4.87M	6	1.18%	Increased