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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	MKC M. Kraus & Co Shelburne, Vermont	$16M	-$839K	3	10.56%	Reduced
1927	Whitegate Investment Counselors Concord, New Hampshire	$16M	+$716K	7	3.69%	Increased
1928	Empirical Wealth Management Seattle, Washington	$16M	+$1.31M	7	2.71%	Increased
1929	Buckhead Capital Management Atlanta, Georgia	$15.9M	-$1.56M	3	5.58%	Reduced
1930	Homrich & Berg Atlanta, Georgia	$15.9M	+$907K	7	0.94%	Increased
1931	Stamos Capital Partners Menlo Park, California	$15.9M	+$17M	5	12.01%	New
1932	Blue Chip Partners Farmington Hills, Michigan	$15.9M	-$463K	4	4%	Reduced
1933	Mathes Company New York	$15.9M	-$3.13M	4	10.04%	Reduced
1934	Pensionfund DSM Netherlands Sittard, Netherlands	$15.9M	+$1.42M	3	3.15%	Increased
1935	BC Bruce & Co Chicago, Illinois	$15.9M	-$213K	1	3.38%	Reduced
1936	Davis Rea Toronto, Ontario, Canada	$15.9M	+$1.58M	3	10.5%	Increased
1937	Islet Management New York	$15.9M	+$17.2M	3	2.53%	New
1938	Channing Capital Management Chicago, Illinois	$15.9M	+$613K	2	0.79%	Increased
1939	Blueshift Asset Management Red Bank, New Jersey	$15.8M	+$17.6M	9	2.94%	New
1940	Moloney Securities Asset Management Manchester, Missouri	$15.8M	-$719K	9	6.48%	Reduced
1941	Sigma Investment Counselors Northville, Michigan	$15.8M	+$556K	5	2.2%	Increased
1942	Shepherd Financial Partners Winchester, Massachusetts	$15.8M	-$1.2M	5	3.44%	Reduced
1943	All-Stars Investment Hong Kong	$15.8M	+$14.5M	1	27.56%	Increased
1944	Heritage Trust Oklahoma City, Oklahoma	$15.8M	-$1.99M	9	6.53%	Reduced
1945	CC Cognios Capital Leawood, Kansas	$15.8M	+$1.17M	7	6.38%	Increased
1946	WESPAC Advisors SoCal Pasadena, California	$15.8M	+$8.08K	9	9.96%	Increased
1947	Morgens Waterfall Vintiadis & Co New York	$15.8M	-$4.37M	4	14.02%	Reduced
1948	CRA Financial Services Northfield, New Jersey	$15.8M	+$17M	6	11.37%	New
1949	Farmers & Merchants Trust Company Long Beach, California	$15.7M	+$16.7M	6	7.87%	New
1950	Avior Wealth Management Omaha, Nebraska	$15.7M	-$241K	13	3.78%	Reduced