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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	Woodmont Investment Counsel Nashville, Tennessee	$47.3M	+$1.32M	6	4.42%	Increased
1877	GM Advisory Group Melville, New York	$47.2M	+$3.08M	7	3.57%	Increased
1878	Cornerstone Advisory Hunt Valley, Maryland	$47.2M	+$228K	9	7.36%	Increased
1879	Bright Rock Capital Management Hanover, Massachusetts	$47.2M	$0	2	10.68%	Maintained
1880	Bourgeon Capital Management Darien, Connecticut	$47.2M	+$102K	12	10.42%	Increased
1881	Monetary Management Group St Louis, Missouri	$47.1M	-$2.96M	7	14.71%	Reduced
1882	Ipswich Investment Management Beverly, Massachusetts	$47M	-$339K	7	11.89%	Reduced
1883	Optas LLC Austin, Texas	$47M	+$129K	6	14.15%	Increased
1884	Broadleaf Partners Hudson, Ohio	$47M	-$5.01M	5	13.77%	Reduced
1885	Atlas Capital Advisors Jackson, Wyoming	$47M	+$3.94M	12	6.8%	Increased
1886	Hedeker Wealth Lincolnshire, Illinois	$46.9M	-$101K	5	14.82%	Reduced
1887	Capital Planning Advisors Roseville, California	$46.9M	-$384K	6	8.87%	Reduced
1888	Fiduciary Alliance Greenville, South Carolina	$46.8M	+$1.91M	5	9.22%	Increased
1889	Naples Global Advisors Naples, Florida	$46.8M	-$22.2K	7	5.14%	Reduced
1890	Sierra Summit Advisors Incline Village, Nevada	$46.7M	+$44.3M	8	13.63%	New
1891	Greatmark Investment Partners Columbus, Georgia	$46.7M	-$438K	6	7.32%	Reduced
1892	Aspiriant LLC Los Angeles, California	$46.7M	+$9.6K	9	2.1%	Increased
1893	Brian C. Broderick	$46.7M	+$1.07M	4	11.65%	Increased
1894	Legacy Advisors Plymouth Meeting, Pennsylvania	$46.6M	+$4.07M	7	6%	Increased
1895	Capital Asset Advisory Services Williamston, Michigan	$46.5M	-$80.8K	6	2.88%	Reduced
1896	Physicians Financial Services Raleigh, North Carolina	$46.5M	-$35.9K	6	17.64%	Reduced
1897	Center Lake Capital Management West Palm Beach, Florida	$46.5M	-$33.7M	3	58.68%	Reduced
1898	Campbell Capital Management Miami, Florida	$46.4M	+$44.4M	2	21.75%	New
1899	Cantor Fitzgerald Investment Advisors New York	$46.4M	+$43.2M	5	3.59%	New
1900	Analyst IMS Investment Management Services Tel-Aviv, Israel	$46.4M	-$304K	7	2.41%	Reduced