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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	LGC Laurel Grove Capital Los Angeles, California	$17.8M	-$477K	4	8.99%	Reduced
1927	River Wealth Advisors Camp Hill, Pennsylvania	$17.7M	+$404K	10	6.53%	Increased
1928	Rice Partnership Honolulu, Hawaii	$17.7M	+$279K	4	11.17%	Increased
1929	Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$17.7M	-$590K	10	9.3%	Reduced
1930	CL CIM LLC Albany, New York	$17.6M	-$2.69M	4	6.44%	Reduced
1931	Hills Bank & Trust North Liberty, Iowa	$17.6M	+$583K	5	4.73%	Increased
1932	Liberty Capital Management Birmingham, Michigan	$17.6M	+$6.54M	5	9.18%	Increased
1933	RIA RPG Investment Advisory Pleasanton, California	$17.5M	+$4.18M	7	3.68%	Increased
1934	Haverford Financial Services Radnor, Pennsylvania	$17.5M	-$159K	2	6.22%	Reduced
1935	South Street Advisors New York	$17.5M	+$775K	4	2.73%	Increased
1936	Independent Advisor Alliance Charlotte, North Carolina	$17.5M	-$13M	8	3.15%	Reduced
1937	MA Marshwinds Advisory St Simons Island, Georgia	$17.5M	-$304K	3	7.98%	Reduced
1938	Cutler Investment Counsel Jacksonville, Oregon	$17.4M	+$44K	3	3.27%	Increased
1939	Oakview Capital Management Dallas, Texas	$17.4M	+$187K	1	6.23%	Increased
1940	Van Hulzen Asset Management El Dorado Hills, California	$17.4M	-$1.69M	6	4.64%	Reduced
1941	CC Cognios Capital Leawood, Kansas	$17.4M	-$1.18M	7	7.16%	Reduced
1942	Pensionfund DSM Netherlands Sittard, Netherlands	$17.4M	-$976K	2	3.07%	Reduced
1943	Eagle Capital Management (Louisiana) Mandeville, Louisiana	$17.4M	+$220K	4	9.78%	Increased
1944	Garde Capital Seattle, Washington	$17.3M	+$372K	7	2.92%	Increased
1945	Strategic Vision Investment Hong Kong	$17.3M	-$404K	2	31.26%	Reduced
1946	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$17.3M	-$5.93K	6	3.58%	Reduced
1947	OIA Optimum Investment Advisors Chicago, Illinois	$17.3M	-$125K	11	4.77%	Reduced
1948	Crosslink Capital Menlo Park, California	$17.2M	-$2.27M	2	4.34%	Reduced
1949	Bourgeon Capital Management Darien, Connecticut	$17.2M	-$199K	4	8.89%	Reduced
1950	HH HWG Holdings Houston, Texas	$17.2M	+$1.28M	4	11.65%	Increased