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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	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$27.8M	-$2.26M	1	22.93%	Reduced
1927	YorkBridge Wealth Partners New York	$27.7M	-$9.08M	9	11.65%	Reduced
1928	RWWM Inc Rocklin, California	$27.7M	-$188K	2	6.68%	Reduced
1929	Sandler Capital Management New York	$27.7M	-$33.9M	2	2.78%	Reduced
1930	NIC Northwest Investment Counselors Lake Oswego, Oregon	$27.6M	+$212K	11	9.5%	Increased
1931	Robertson Stephens Wealth Management San Francisco, California	$27.6M	+$1.79M	8	6.78%	Increased
1932	Cozad Asset Management Champaign, Illinois	$27.6M	+$1.24M	7	5.21%	Increased
1933	Hohimer Wealth Management Seattle, Washington	$27.6M	+$5.35M	4	7.86%	Increased
1934	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$27.6M	+$1.26M	2	9.78%	Increased
1935	Rice Partnership Honolulu, Hawaii	$27.6M	-$731K	4	11.96%	Reduced
1936	Avidian Wealth Enterprises Houston, Texas	$27.6M	+$1.03M	6	3.12%	Increased
1937	Turim 21 Investimentos Rio De Janeiro, Brazil	$27.5M	+$1.74M	3	32.78%	Increased
1938	Venture Visionary Partners Sylvania, Ohio	$27.5M	+$2.6M	7	6.71%	Increased
1939	Hayek Kallen Investment Management Fairhope, Alabama	$27.5M	-$397K	5	15.36%	Reduced
1940	VST Van Strum & Towne San Francisco, California	$27.5M	+$337K	5	17.84%	Increased
1941	BCA Bray Capital Advisors Naples, Florida	$27.5M	-$526K	8	9.67%	Reduced
1942	Noesis Capital Mangement Boca Raton, Florida	$27.4M	-$1.28M	6	7.77%	Reduced
1943	HIM Hotaling Investment Management Wayne, Pennsylvania	$27.4M	-$440K	4	14.81%	Reduced
1944	Ramsay Stattman Vela & Price Colorado Springs, Colorado	$27.4M	+$192K	3	8.5%	Increased
1945	Rikoon Group Santa Fe, New Mexico	$27.4M	-$141K	7	8.46%	Reduced
1946	Weik Capital Management Wyomissing, Pennsylvania	$27.4M	-$156K	4	13.37%	Reduced
1947	GCM Gabalex Capital Management New York	$27.3M	$0	1	7.65%	Maintained
1948	Hutchinson Capital Management San Rafael, California	$27.3M	-$923K	5	8.12%	Reduced
1949	Walter & Keenan Wealth Management Souh Bend, Indiana	$27.3M	-$1.56M	7	10.82%	Reduced
1950	Balasa Dinverno & Foltz	$27.3M	+$2.6M	9	2.59%	Increased