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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	Anson Funds Management Dallas, Texas	$11.9M	$0	1	1.79%	Maintained
1927	CMH Wealth Management Portsmouth, New Hampshire	$11.9M	+$1.23M	4	8.83%	Increased
1928	SAC SPQ Asia Capital Hong Kong	$11.8M	-$713K	1	31.41%	Reduced
1929	VDBMI Van Den Berg Management I Austin, Texas	$11.8M	-$548K	1	1.33%	Reduced
1930	OCP Oakcliff Capital Partners New York	$11.8M	+$2.14M	1	9.95%	Increased
1931	WA WealthTrust Axiom Wayne, Pennsylvania	$11.8M	+$447K	5	4.48%	Increased
1932	NI Nepsis Inc Minneapolis, Minnesota	$11.8M	-$4.64M	2	6.08%	Reduced
1933	CC Cognios Capital Leawood, Kansas	$11.8M	+$1.53M	7	4.76%	Increased
1934	Schonfeld Strategic Advisors New York	$11.7M	+$3.74M	7	1.07%	Increased
1935	Greenwood Gearhart Fayetteville, Arkansas	$11.7M	+$508K	2	4.21%	Increased
1936	Stanley Capital Management Houston, Texas	$11.7M	$0	3	6.51%	Maintained
1937	WIA Westbourne Investment Advisors Annapolis, Maryland	$11.6M	+$89.3K	5	9.07%	Increased
1938	TCM Tradition Capital Management Summit, New Jersey	$11.6M	-$388K	5	3.76%	Reduced
1939	GA GFS Advisors Houston, Texas	$11.6M	-$644K	6	2.61%	Reduced
1940	Homrich & Berg Atlanta, Georgia	$11.6M	+$1.77M	7	0.91%	Increased
1941	Transform Wealth Greenwood Village, Colorado	$11.5M	+$4.52M	5	4.01%	Increased
1942	HCA Horan Capital Advisors Cincinnati, Ohio	$11.5M	+$644K	9	7.06%	Increased
1943	Van Hulzen Asset Management El Dorado Hills, California	$11.5M	+$5.46M	5	3.87%	Increased
1944	CSA Cottage Street Advisors Marion, Massachusetts	$11.4M	+$1.43M	5	7.25%	Increased
1945	Bingham Osborn & Scarborough San Francisco, California	$11.4M	+$216K	6	1.07%	Increased
1946	River Wealth Advisors Camp Hill, Pennsylvania	$11.4M	+$553K	7	5.15%	Increased
1947	Clear Harbor Asset Management Stamford, Connecticut	$11.4M	+$400K	6	2.25%	Increased
1948	MWVC Morgens Waterfall Vintiadis & Co New York	$11.4M	+$1.12M	4	9.53%	Increased
1949	RG Rikoon Group Santa Fe, New Mexico	$11.3M	-$128K	6	4.91%	Reduced
1950	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$11.3M	-$573K	2	10.32%	Reduced