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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	WESPAC Advisors SoCal Pasadena, California	$18.4M	-$1.89M	9	9.24%	Reduced
1902	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$18.4M	+$105K	4	0.62%	Increased
1903	GA GFS Advisors Houston, Texas	$18.4M	-$4.31M	6	4.69%	Reduced
1904	Atlantic Union Bankshares Glen Allen, Virginia	$18.4M	-$275K	6	5.54%	Reduced
1905	Brian C. Broderick	$18.4M	-$290K	4	6.23%	Reduced
1906	First Merchants Corp Muncie, Indiana	$18.3M	+$135K	5	3.01%	Increased
1907	SRS Investment Management New York	$18.3M	$0	1	0.38%	Maintained
1908	Hilltop Holdings Dallas, Texas	$18.3M	+$1.82M	9	3.84%	Increased
1909	W.R. Berkley Corp Greenwich, Connecticut	$18.3M	-$15.5K	1	2.82%	Reduced
1910	Congress Park Capital Saratoga Springs, New York	$18.3M	-$54.5K	7	16.41%	Reduced
1911	Shepherd Financial Partners Winchester, Massachusetts	$18.3M	$0	6	4.13%	Maintained
1912	Fiduciary Financial Services of The Southwest Dallas, Texas	$18.3M	+$237K	4	5.08%	Increased
1913	BCA Bray Capital Advisors Naples, Florida	$18.2M	+$164K	8	8.02%	Increased
1914	Dynamic Advisor Solutions Phoenix, Arizona	$18.1M	-$333K	6	3.76%	Reduced
1915	CWM Catamount Wealth Management Westport, Connecticut	$18.1M	-$8.36M	4	8.66%	Reduced
1916	IFG Advisory Atlanta, Georgia	$18.1M	+$873K	7	3.4%	Increased
1917	Homrich & Berg Atlanta, Georgia	$18M	+$979K	7	1.09%	Increased
1918	Lockheed Martin Investment Management Bethesda, Maryland	$18M	-$209K	3	0.78%	Reduced
1919	AMG National Trust Bank Greenwood Village, Colorado	$18M	-$236K	7	1.07%	Reduced
1920	Arcadia Investment Management Kalamazoo, Michigan	$18M	-$76.6K	6	4.75%	Reduced
1921	Empirical Wealth Management Seattle, Washington	$18M	-$529K	7	3.18%	Reduced
1922	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$17.9M	-$721K	7	4.68%	Reduced
1923	CFSG Community Financial Services Group Newport, Vermont	$17.8M	-$306K	4	6.08%	Reduced
1924	Whitegate Investment Counselors Concord, New Hampshire	$17.8M	-$312K	6	3.64%	Reduced
1925	Ramsay Stattman Vela & Price Colorado Springs, Colorado	$17.8M	-$77.2K	4	6.48%	Reduced