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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
1901	Hedeker Wealth Lincolnshire, Illinois	$15.6M	+$450K	5	12.03%	Increased
1902	Westwind Capital Las Cruces, New Mexico	$15.5M	+$6.57M	4	12.45%	Increased
1903	MA Menlo Advisors Menlo Park, California	$15.5M	$0	3	11.25%	Maintained
1904	MA Marshwinds Advisory St Simons Island, Georgia	$15.5M	-$75.6K	3	7.38%	Reduced
1905	IHT Wealth Management Chicago, Illinois	$15.5M	+$263K	18	4.16%	Increased
1906	Cypress Asset Management Houston, Texas	$15.5M	-$3.02M	5	4.54%	Reduced
1907	Homrich & Berg Atlanta, Georgia	$15.5M	+$1.35M	7	1.07%	Increased
1908	Bar Harbor Trust Services Ellsworth, Maine	$15.5M	-$274K	4	8.51%	Reduced
1909	Shelter Insurance Retirement Plan Columbia, Missouri	$15.4M	$0	2	7.18%	Maintained
1910	Willingdon Wealth Management Huntersville, North Carolina	$15.4M	+$3.07M	11	4.88%	Increased
1911	Cutler Investment Counsel Jacksonville, Oregon	$15.4M	+$10.2K	3	3.01%	Increased
1912	Physicians Financial Services Raleigh, North Carolina	$15.4M	-$354K	6	12.23%	Reduced
1913	HRT Financial New York	$15.4M	+$12.9M	5	7.36%	Increased
1914	PCR Potrero Capital Research San Francisco, California	$15.4M	+$5.14M	5	11.51%	Increased
1915	SH Sandia Holdings Greenwich, Connecticut	$15.3M	$0	2	7.11%	Maintained
1916	CRCP Copper Rock Capital Partners Boston, Massachusetts	$15.3M	-$411K	1	0.92%	Reduced
1917	Orca Investment Management Roseburg, Oregon	$15.3M	-$1.53M	6	17.47%	Reduced
1918	Haverford Financial Services Radnor, Pennsylvania	$15.3M	+$2.46K	2	5.8%	Increased
1919	Ninety One Cape Town, South Africa	$15.3M	-$1.89M	5	7.15%	Reduced
1920	HGC Investment Management Toronto, Ontario, Canada	$15.2M	+$53.6K	1	5.55%	Increased
1921	Calton & Associates Tampa, Florida	$15.2M	+$1.44M	9	4.39%	Increased
1922	LGC Laurel Grove Capital Los Angeles, California	$15.2M	-$766K	5	8.15%	Reduced
1923	United Bank (Virginia) Vienna, Virginia	$15.1M	-$1.82M	6	3.5%	Reduced
1924	CCM Consolidated Capital Management Burbank, California	$15.1M	+$2.22M	3	12.03%	Increased
1925	Arcadia Investment Management Kalamazoo, Michigan	$15M	-$814K	6	4.24%	Reduced