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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
1851	Daily Journal Corp Los Angeles, California	$37.5M	+$40.6M	1	19.02%	New
1852	Realta Investment Advisors Wilmington, Delaware	$37.4M	-$3.19M	11	9.84%	Reduced
1853	SFMG Wealth Advisors Plano, Texas	$37.4M	+$3.66M	8	4.33%	Increased
1854	Trust Asset Management Houston, Texas	$37.4M	+$6.47M	6	4.97%	Increased
1855	CC Codex Capital New York	$37.4M	-$115K	6	23.31%	Reduced
1856	Frank Rimerman Advisors Palo Alto, California	$37.3M	+$2.98M	4	16.51%	Increased
1857	Physicians Financial Services Raleigh, North Carolina	$37.3M	+$2.36M	7	15.97%	Increased
1858	Gladstone Institutional Advisory Palm Beach Gardens, Florida	$37.2M	+$11.3M	9	5.79%	Increased
1859	ARS Wealth Advisors St. Petersburg, Florida	$37.2M	+$1.35M	6	8.11%	Increased
1860	Greenwood Capital Associates Greenwood, South Carolina	$37.2M	+$1.71M	6	5.85%	Increased
1861	WCM Woodson Capital Management Greenwich, Connecticut	$37.1M	-$14.2M	1	2.78%	Reduced
1862	1834 Investment Advisors Milwaukee, Wisconsin	$37.1M	-$1.4M	9	4.8%	Reduced
1863	United Bank (Virginia) Vienna, Virginia	$37.1M	-$366K	6	5.1%	Reduced
1864	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$37.1M	+$287K	11	8.99%	Increased
1865	Global Retirement Partners San Rafael, California	$37.1M	+$1.11M	24	4.34%	Increased
1866	Lathrop Investment Management Little Rock, Arkansas	$37M	-$1.54M	4	8.3%	Reduced
1867	Adero Partners Pleasanton, California	$37M	+$36.2M	7	16.54%	Increased
1868	BG BRX Global New York	$36.9M	+$196K	3	31.43%	Increased
1869	Proficio Capital Partners Newton, Massachusetts	$36.9M	+$6.05M	6	4.78%	Increased
1870	Brasada Capital Management Houston, Texas	$36.9M	-$2.31M	5	7.97%	Reduced
1871	Wasatch Advisors Salt Lake City, Utah	$36.8M	-$5.96M	1	0.17%	Reduced
1872	EFG Asset Management (Americas) Miami, Florida	$36.8M	-$2.34M	5	7.53%	Reduced
1873	Koshinski Asset Management Decatur, Illinois	$36.8M	+$4.42M	10	3.9%	Increased
1874	Alley Company Lake Forest, Illinois	$36.8M	-$1.62M	4	7.26%	Reduced
1875	Jaffetilchin Investment Partners Tampa, Florida	$36.6M	+$4.22M	10	4.32%	Increased