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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	Simplicity Wealth Summit, New Jersey	$80.8M	-$29.4M	11	4.68%	Reduced
1802	MainStreet Investment Advisors Chicago, Illinois	$80.8M	-$955K	7	10.86%	Reduced
1803	Whalerock Point Partners Providence, Rhode Island	$80.7M	-$355K	6	16.38%	Reduced
1804	M MOTCO San Antonio, Texas	$80.5M	+$3.52M	13	7.35%	Increased
1805	Noesis Capital Mangement Boca Raton, Florida	$80.2M	+$310K	6	12.45%	Increased
1806	UNICOM Systems Las Vegas, Nevada	$80.1M	-$174K	5	7.92%	Reduced
1807	CT Chicago Trust Grayslake, Illinois	$80.1M	-$6.38M	10	11.12%	Reduced
1808	Shufro Rose & Co New York	$80M	-$1.83M	7	6.53%	Reduced
1809	Newbridge Financial Services Group Boca Raton, Florida	$79.9M	+$8.21M	22	11.94%	Increased
1810	Capital Investment Advisory Services Raleigh, North Carolina	$79.8M	+$2.05M	12	6.33%	Increased
1811	Iyo Bank Matsuyama, Japan	$79.7M	+$5.65M	3	30.07%	Increased
1812	Manchester Capital Management Manchester, Vermont	$79.7M	-$6.47M	20	10.8%	Reduced
1813	Oxbow Advisors Austin, Texas	$79.6M	-$3.45M	6	7.39%	Reduced
1814	Avalon Capital Management Port Of Redwood City, California	$79.6M	-$2.54M	5	19.5%	Reduced
1815	LaFleur & Godfrey Grand Rapids, Michigan	$79.4M	-$106K	6	9.63%	Reduced
1816	DRW Securities Chicago, Illinois	$79.4M	+$8.54M	17	1.46%	Increased
1817	Portside Wealth Group Provo, Utah	$79.4M	-$4.89M	10	10.94%	Reduced
1818	LA Lynch & Associates Newburgh, Indiana	$79M	-$1.44M	5	15.26%	Reduced
1819	American Assets Investment Management San Diego, California	$78.8M	$0	5	5.79%	Maintained
1820	MLCM M & L Capital Management London, United Kingdom	$78.7M	$0	2	15.69%	Maintained
1821	Perkins Coie Trust Company Seattle, Washington	$78.6M	+$3.14M	11	14.78%	Increased
1822	SFE Investment Counsel Los Angeles, California	$78.5M	-$403K	6	12.54%	Reduced
1823	Financiere des Professionnels Montreal, Quebec, Canada	$78.5M	-$4.03M	10	4.52%	Reduced
1824	SageView Advisory Group Newport Beach, California	$78.4M	+$1.17M	8	2.7%	Increased
1825	Bell Bank Fargo, North Dakota	$78.2M	+$1.79M	7	3.39%	Increased