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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	Beck Bode LLC Dedham, Massachusetts	$33M	+$935K	6	7.02%	Increased
1902	GeoWealth Management Chicago, Illinois	$32.9M	+$29.6M	6	4.41%	Increased
1903	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$32.9M	+$20.6M	8	2.79%	Increased
1904	Kercheville Advisors San Antonio, Texas	$32.9M	-$4.78M	5	21.58%	Reduced
1905	Wilsey Asset Management San Diego, California	$32.9M	+$166K	1	8.15%	Increased
1906	Port Capital Chicago, Illinois	$32.9M	+$3.45M	5	2.58%	Increased
1907	Royce & Associates New York	$32.9M	+$2.66M	5	0.34%	Increased
1908	Summit Financial Parsippany, New Jersey	$32.9M	+$1.44M	7	3.08%	Increased
1909	Sycomore Asset Management Paris, France	$32.8M	+$842K	4	7.7%	Increased
1910	AlphaStar Capital Management Cornelius, North Carolina	$32.8M	+$363K	8	3.03%	Increased
1911	Constitution Capital Shelton, Connecticut	$32.8M	-$2.82M	3	21.02%	Reduced
1912	Forum Financial Management Lombard, Illinois	$32.8M	+$2.63M	9	1.65%	Increased
1913	PT Plimoth Trust Plymouth, Massachusetts	$32.8M	+$398K	6	10.34%	Increased
1914	Cubic Asset Management Boston, Massachusetts	$32.8M	-$779K	5	8.85%	Reduced
1915	Stamos Capital Partners Menlo Park, California	$32.8M	+$10M	4	9.9%	Increased
1916	Wittenberg Investment Management Carlisle, Massachusetts	$32.7M	+$157K	3	13.84%	Increased
1917	Aspiriant LLC Los Angeles, California	$32.7M	+$1.65M	8	1.58%	Increased
1918	Hussman Strategic Advisors Ellicott City, Maryland	$32.7M	+$19.5M	7	5.64%	Increased
1919	Toth Financial Advisory Leesburg, Virginia	$32.7M	+$1.53M	17	5.69%	Increased
1920	Capital Planning Advisors Roseville, California	$32.6M	-$786K	6	8.62%	Reduced
1921	General Pension Society PZU Joint Stock Warsaw, Poland	$32.5M	-$1.41M	4	14.53%	Reduced
1922	Balentine LLC Atlanta, Georgia	$32.5M	+$4.38M	12	1.19%	Increased
1923	Core Alternative Capital Peachtree Corners, Georgia	$32.4M	+$9.6M	10	7.67%	Increased
1924	Minot Wealth Management Westwood, Massachusetts	$32.4M	-$1.02M	6	8.34%	Reduced
1925	Whalerock Point Partners Providence, Rhode Island	$32.4M	+$104K	4	13.71%	Increased