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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
1876	Farmers Trust Company Youngstown, Ohio	$31.8M	-$1.32M	5	7.96%	Reduced
1877	Altrafin AG Zurich,	$31.8M	-$1.73M	3	19.07%	Reduced
1878	Endurance Wealth Management Providence, Rhode Island	$31.8M	+$517K	12	5.25%	Increased
1879	Paragon Capital Management (Colorado) Denver, Colorado	$31.7M	-$3.14K	4	9.05%	Reduced
1880	Punch & Associates Investment Management Edina, Minnesota	$31.7M	+$1.12M	4	2.21%	Increased
1881	Draper Asset Management Smithtown, New York	$31.6M	+$504K	6	38.31%	Increased
1882	First Fiduciary Investment Counsel Cleveland, Ohio	$31.6M	+$154K	4	7.93%	Increased
1883	Glazer Capital LLC New York	$31.6M	+$736K	2	0.58%	Increased
1884	United Bank (Virginia) Vienna, Virginia	$31.6M	-$835K	6	4.86%	Reduced
1885	Csenge Advisory Group Clearwater, Florida	$31.5M	+$1.52M	8	2.61%	Increased
1886	Hedeker Wealth Lincolnshire, Illinois	$31.5M	+$2.71M	5	12.25%	Increased
1887	Family Management New York	$31.4M	-$2.57M	5	8.08%	Reduced
1888	Farley Capital New York	$31.4M	+$227K	4	38.41%	Increased
1889	Wealthcare Advisory Partners West Chester, Pennsylvania	$31.3M	+$2.96M	9	1.79%	Increased
1890	Campbell Capital Management Miami, Florida	$31.3M	-$199K	2	28.83%	Reduced
1891	Avalon Global Asset Management San Francisco, California	$31.3M	+$7.38M	5	14.31%	Increased
1892	CG Cutler Group San Francisco, California	$31.3M	+$14.7M	31	2.14%	Increased
1893	Condor Capital Management Martinsville, New Jersey	$31.2M	-$1.06M	4	4.07%	Reduced
1894	One Capital Management Westlake Village, California	$31.1M	+$1.62M	6	1.84%	Increased
1895	KC Keenan Capital Burlingame, California	$31.1M	$0	2	5.92%	Maintained
1896	Fuller & Thaler Asset Management San Mateo, California	$31.1M	+$7.84M	6	0.22%	Increased
1897	Managed Asset Portfolios Rochester, Michigan	$31.1M	-$188K	1	5.51%	Reduced
1898	DCM Advisors New York	$31M	-$3.16M	7	15.59%	Reduced
1899	Magnus Financial Group New York	$31M	-$729K	8	5.91%	Reduced
1900	TwinBeech Capital Purchase, New York	$30.9M	-$9.6M	7	0.82%	Reduced