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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
1926	Sheets Smith Wealth Management Winston-Salem, North Carolina	$7.83M	+$1.17M	5	2.37%	Increased
1927	SCM Stellar Capital Management Phoenix, Arizona	$7.83M	-$395K	5	9.44%	Reduced
1928	Baker Ellis Asset Management Vancouver, Washington	$7.83M	+$208K	5	2.69%	Increased
1929	AAM AR Asset Management West Hollywood, California	$7.81M	$0	2	3.56%	Maintained
1930	BRR OpCo Columbus, Ohio	$7.79M	+$344K	5	2.87%	Increased
1931	Forvis Mazars Wealth Advisors Springfield, Missouri	$7.76M	+$1.2M	6	1.17%	Increased
1932	SBA Seven Bridges Advisors New York	$7.75M	+$7.34M	5	7.76%	New
1933	LIM Loudon Investment Management West Lebanon, New Hampshire	$7.75M	-$737K	2	6.23%	Reduced
1934	Balasa Dinverno & Foltz	$7.75M	+$320K	5	1.3%	Increased
1935	Vicus Capital State College, Pennsylvania	$7.74M	+$473K	3	1.97%	Increased
1936	NIC Northwest Investment Counselors Lake Oswego, Oregon	$7.72M	+$165K	3	4.76%	Increased
1937	JAM Jolley Asset Management Rocky Mount, North Carolina	$7.71M	-$77.3K	4	7.33%	Reduced
1938	Goodman Financial Houston, Texas	$7.7M	-$1.22M	1	4.66%	Reduced
1939	MFS Monetta Financial Services Wheaton, Illinois	$7.68M	+$947K	3	4.51%	Increased
1940	AIA Group Hong Kong	$7.67M	+$7.38M	1	7.99%	New
1941	SPM Symmetry Peak Management Radnor, Pennsylvania	$7.67M	+$5.72M	4	0.94%	Increased
1942	Univest Financial Souderton, Pennsylvania	$7.66M	+$532K	4	3.49%	Increased
1943	Northeast Financial Consultants Westport, Connecticut	$7.65M	+$421K	5	3.97%	Increased
1944	Dean Investment Associates Beavercreek, Ohio	$7.65M	-$2.78M	2	1.69%	Reduced
1945	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$7.62M	-$138K	5	5.38%	Reduced
1946	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$7.61M	+$1.88M	5	3%	Increased
1947	ICOM Investment Counselors of Maryland Baltimore, Maryland	$7.6M	-$174K	4	0.44%	Reduced
1948	NM Newtyn Management New York	$7.6M	+$8.28M	1	1.92%	New
1949	Smithfield Trust Pittsburgh, Pennsylvania	$7.59M	-$418K	10	1.57%	Reduced
1950	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$7.59M	-$157K	3	9.66%	Reduced