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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
1826	Campbell Capital Management Miami, Florida	$35.3M	-$5.24M	2	37.55%	Reduced
1827	Crossvault Capital Management San Antonio, Texas	$35.3M	-$2.15M	5	13.89%	Reduced
1828	Proficio Capital Partners Newton, Massachusetts	$35.3M	+$38.1K	7	6.6%	Increased
1829	Endurance Wealth Management Providence, Rhode Island	$35.2M	+$464K	13	5.34%	Increased
1830	Advisornet Financial Minnetonka, Minnesota	$35.1M	+$268K	25	3.45%	Increased
1831	First Fiduciary Investment Counsel Cleveland, Ohio	$35M	+$230K	4	7.92%	Increased
1832	Intact Investment Management Montreal, Quebec, Canada	$35M	-$2.9M	6	1.09%	Reduced
1833	Bellecapital Zurich, Switzerland	$35M	+$17.5M	7	9.76%	Increased
1834	CL CIM LLC Albany, New York	$34.9M	+$19.6K	4	7.25%	Increased
1835	MCI McDonald Capital Investors Orinda, California	$34.9M	+$272K	2	2.92%	Increased
1836	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$34.9M	-$878K	5	4.01%	Reduced
1837	Act Two Investors Santa Cruz, California	$34.9M	-$51.7K	3	32.89%	Reduced
1838	SP Solel Partners Boston, Massachusetts	$34.8M	+$13.9M	1	6.41%	Increased
1839	Stewart & Patten Company Lafayette, California	$34.8M	-$224K	6	6.36%	Reduced
1840	Alpha Omega Wealth Management Richmond, Virginia	$34.8M	-$49.8K	8	6.21%	Reduced
1841	ShawSpring Partners Boston, Massachusetts	$34.8M	+$39.6M	1	6.16%	New
1842	Physicians Financial Services Raleigh, North Carolina	$34.7M	+$758K	7	15.42%	Increased
1843	Condor Capital Management Martinsville, New Jersey	$34.6M	+$605K	5	4.5%	Increased
1844	Boundary Creek Advisors New York	$34.6M	+$17.3M	2	2.19%	Increased
1845	Synergy Asset Management Vancouver, Washington	$34.6M	-$5.78M	3	9.16%	Reduced
1846	Institute for Wealth Management Denver, Colorado	$34.6M	+$687K	11	6.79%	Increased
1847	IQ EQ Fund Management Dublin 2, Ireland	$34.6M	-$6.19M	6	6.84%	Reduced
1848	GCMG Gyroscope Capital Management Group Naples, Florida	$34.5M	+$18.5M	6	11.85%	Increased
1849	Punch & Associates Investment Management Edina, Minnesota	$34.5M	+$10.7M	4	2.41%	Increased
1850	Marietta Wealth Management Marietta, Georgia	$34.5M	+$2.12M	4	8.33%	Increased