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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	PWW Pettyjohn Wood & White Lynchburg, Virginia	$16.3M	-$316K	5	5.69%	Reduced
1927	Moloney Securities Asset Management Manchester, Missouri	$16.3M	+$4.78M	8	6.18%	Increased
1928	Sigma Investment Counselors Northville, Michigan	$16.3M	-$222K	5	2.15%	Reduced
1929	LGC Laurel Grove Capital Los Angeles, California	$16.2M	-$713K	4	8.61%	Reduced
1930	AIM Arcadia Investment Management Kalamazoo, Michigan	$16.2M	-$80.4K	6	4.52%	Reduced
1931	SH Sandia Holdings Greenwich, Connecticut	$16.2M	-$998K	2	7.27%	Reduced
1932	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$16.2M	-$6.37M	2	2.85%	Reduced
1933	Atlantic Union Bankshares Glen Allen, Virginia	$16.2M	-$687K	6	5.27%	Reduced
1934	Lake Street Advisors Group Portsmouth, New Hampshire	$16.2M	-$1.06M	8	1.62%	Reduced
1935	BHA Beech Hill Advisors New York	$16.2M	-$2.11M	4	9.06%	Reduced
1936	United Bank (Virginia) Vienna, Virginia	$16.2M	-$188K	6	3.75%	Reduced
1937	Condor Capital Management Martinsville, New Jersey	$16.1M	+$61.3K	7	3.11%	Increased
1938	AWA ARS Wealth Advisors St. Petersburg, Florida	$16.1M	+$694K	7	5.8%	Increased
1939	Ruffer LLP London, United Kingdom	$16.1M	-$36.5M	4	0.59%	Reduced
1940	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$16.1M	+$4.35M	13	2.95%	Increased
1941	MC Muhlenkamp & Co Wexford, Pennsylvania	$16.1M	$0	1	6.13%	Maintained
1942	WIC Whitegate Investment Counselors Concord, New Hampshire	$16M	-$317K	6	3.28%	Reduced
1943	Choreo LLC Rockford, Illinois	$16M	-$2.38M	7	2.15%	Reduced
1944	CC Caldera Capital Dallas, Texas	$16M	+$3.66M	2	11.68%	Increased
1945	AFIA America First Investment Advisors Omaha, Nebraska	$16M	+$110K	5	5.22%	Increased
1946	BCA Bray Capital Advisors Naples, Florida	$16M	+$1.25M	8	7.46%	Increased
1947	Empirical Wealth Management Seattle, Washington	$16M	+$2.72M	7	3%	Increased
1948	Toth Financial Advisory Leesburg, Virginia	$16M	-$1.05M	10	3.75%	Reduced
1949	Mission Wealth Management Santa Barbara, California	$16M	+$4.42M	9	2.35%	Increased
1950	South Street Advisors New York	$15.9M	+$511K	4	4.83%	Increased