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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	Smithbridge Asset Management Chadds Ford, Pennsylvania	$35.5M	+$651K	6	8.92%	Increased
1877	Compound Global Advisors Mercer Island, Washington	$35.5M	-$35.4M	2	9.01%	Reduced
1878	Bourgeon Capital Management Darien, Connecticut	$35.5M	+$6.18M	11	8.44%	Increased
1879	Forum Financial Management Lombard, Illinois	$35.3M	+$1.46M	8	1.02%	Increased
1880	Xcel Wealth Management Holly Hill, Florida	$35.3M	+$194K	8	12.43%	Increased
1881	Alpha Omega Wealth Management Richmond, Virginia	$35.3M	-$335K	8	6.1%	Reduced
1882	Whalerock Point Partners Providence, Rhode Island	$35.3M	+$1.09M	6	13.12%	Increased
1883	Quantum Private Wealth Tampa, Florida	$35.3M	-$149K	9	19.1%	Reduced
1884	IBEX Wealth Advisors Bedminster, New Jersey	$35.2M	+$4.98M	7	9.13%	Increased
1885	Graypoint LLC Albany, New York	$35.2M	+$3.19M	9	3.82%	Increased
1886	CenterBook Partners Greenwich, Connecticut	$35.2M	+$719K	6	4.97%	Increased
1887	Woodmont Investment Counsel Nashville, Tennessee	$35.1M	+$606K	5	3.74%	Increased
1888	Physicians Financial Services Raleigh, North Carolina	$35.1M	+$173K	7	14.84%	Increased
1889	Mirador Capital Partners Pleasanton, California	$35.1M	-$1.52M	7	8.31%	Reduced
1890	CT Chicago Trust Grayslake, Illinois	$35M	-$4.19M	8	8.8%	Reduced
1891	Hollencrest Capital Management Newport Beach, California	$35M	+$16.3M	17	3.74%	Increased
1892	Edgar Lomax Company Kingstowne, Virginia	$35M	-$13.3M	1	2.25%	Reduced
1893	MAM Morse Asset Management Darien, Connecticut	$35M	-$111K	5	11.83%	Reduced
1894	JCIC Asset Management Toronto, Ontario, Canada	$34.9M	+$370K	5	16.25%	Increased
1895	Zions Bancorporation Salt Lake City, Utah	$34.9M	+$3.13M	16	3%	Increased
1896	Hilltop Holdings Dallas, Texas	$34.9M	-$5M	8	4.58%	Reduced
1897	Optas LLC Austin, Texas	$34.9M	+$321K	5	12.45%	Increased
1898	Delta Investment Management San Francisco, California	$34.8M	+$702K	5	9.96%	Increased
1899	Condor Capital Management Martinsville, New Jersey	$34.8M	-$1.01M	4	4.36%	Reduced
1900	KAM Kinney Asset Management Chicago, Illinois	$34.8M	+$10.2M	1	25.06%	Increased