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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	Perseverance Asset Management International George Town, Cayman Islands	$29.3M	+$20.1M	3	13.14%	Increased
1902	Altrafin AG Zurich,	$29.3M	-$831K	3	17.15%	Reduced
1903	Xcel Wealth Management Holly Hill, Florida	$29.3M	-$2.3M	8	11.52%	Reduced
1904	One Capital Management Westlake Village, California	$29.2M	-$1.71M	5	1.56%	Reduced
1905	WCG Wealth Advisors Las Vegas, Nevada	$29.2M	+$2.44M	5	4%	Increased
1906	Aspiriant LLC Los Angeles, California	$29.1M	-$398K	9	1.48%	Reduced
1907	Optas LLC Austin, Texas	$29.1M	+$1.05M	5	12.02%	Increased
1908	Manchester Capital Management Manchester, Vermont	$29M	+$6.25M	16	4.26%	Increased
1909	De Burlo Group Boston, Massachusetts	$29M	-$3.58M	4	6.48%	Reduced
1910	Hutchinson Capital Management San Rafael, California	$29M	-$600K	5	7.48%	Reduced
1911	Woodmont Investment Counsel Nashville, Tennessee	$28.9M	+$289K	5	3.27%	Increased
1912	Avior Wealth Management Omaha, Nebraska	$28.9M	+$277K	18	2.18%	Increased
1913	VST Van Strum & Towne San Francisco, California	$28.9M	+$101K	5	12.44%	Increased
1914	Saber Capital Management Fuquay Varina, North Carolina	$28.9M	-$93.2K	4	30.67%	Reduced
1915	Colonial Trust Spartanburg, South Carolina	$28.9M	-$230K	14	7.88%	Reduced
1916	Synergy Asset Management Vancouver, Washington	$28.8M	+$9.6M	3	7.38%	Increased
1917	NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$28.8M	+$1.24M	4	9.62%	Increased
1918	CenterBook Partners Greenwich, Connecticut	$28.8M	+$3.36M	7	4.74%	Increased
1919	JCIC Asset Management Toronto, Ontario, Canada	$28.8M	-$1.57M	5	14.3%	Reduced
1920	Constitution Capital Shelton, Connecticut	$28.7M	-$2.4M	4	17.74%	Reduced
1921	Strategic Blueprint Atlanta, Georgia	$28.7M	+$449K	7	3.33%	Increased
1922	KC Keenan Capital Burlingame, California	$28.7M	$0	2	5.76%	Maintained
1923	Manchester Global Management London, United Kingdom	$28.7M	+$31M	2	11.64%	New
1924	Private Capital Advisors Darien, Connecticut	$28.7M	-$9.32M	4	4.92%	Reduced
1925	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$28.7M	-$278K	6	6.1%	Reduced