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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	John G. Ullman & Associates Corning, New York	$32.1M	+$7.96M	6	4.97%	Increased
1927	Managed Asset Portfolios Rochester, Michigan	$32.1M	-$489K	2	5.64%	Reduced
1928	Lake Street Advisors Group Portsmouth, New Hampshire	$32M	+$797K	6	2.65%	Increased
1929	Condor Capital Management Martinsville, New Jersey	$32M	+$897K	5	4.05%	Increased
1930	Farmers Trust Company Youngstown, Ohio	$32M	-$717K	5	7.81%	Reduced
1931	Transform Wealth Greenwood Village, Colorado	$31.9M	-$19.9M	4	6.68%	Reduced
1932	Trust Company of Kansas Wichita, Kansas	$31.9M	+$290K	4	16.69%	Increased
1933	Chase Investment Counsel Charlottesville, Virginia	$31.9M	-$682K	4	14.07%	Reduced
1934	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$31.9M	+$156K	6	7.85%	Increased
1935	Leuthold Group Minneapolis, Minnesota	$31.9M	-$4.88M	3	4.2%	Reduced
1936	Stokes Family Office New Orleans, Louisiana	$31.9M	+$833K	7	6.29%	Increased
1937	Greenwood Capital Associates Greenwood, South Carolina	$31.8M	-$4.57M	5	5.35%	Reduced
1938	TrustCore Financial Services Brentwood, Tennessee	$31.8M	+$1.61M	13	4.06%	Increased
1939	Steigerwald Gordon & Koch Leesburg, Virginia	$31.8M	+$439K	6	6.45%	Increased
1940	Peninsula Wealth San Francisco, California	$31.8M	+$8.19M	2	11.93%	Increased
1941	Atwood & Palmer Kansas City, Missouri	$31.8M	-$167K	10	3.41%	Reduced
1942	Koshinski Asset Management Decatur, Illinois	$31.8M	+$2.09M	10	4.02%	Increased
1943	Octavia Wealth Advisors Cincinnati, Ohio	$31.7M	+$31.2M	5	10.28%	New
1944	CCC Chelsea Counsel Company Los Angeles, California	$31.7M	+$1.27M	5	16.29%	Increased
1945	Quadrant Private Wealth Management Center Valley, Pennsylvania	$31.6M	+$875K	7	14.09%	Increased
1946	Noesis Capital Mangement Boca Raton, Florida	$31.6M	+$40.3K	6	7.81%	Increased
1947	CCM Conway Capital Management Burbank, California	$31.6M	+$30.8M	6	23.12%	New
1948	PM Capital Sydney, Australia	$31.5M	-$12.1M	1	6.16%	Reduced
1949	Columbus Circle Investors	$31.5M	-$19.4M	2	1.38%	Reduced
1950	Fort Sheridan Advisors Highland Park, Illinois	$31.5M	+$3.92M	8	15.35%	Increased