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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	WM Wishbone Management Chicago, Illinois	$38.6M	$0	1	5.33%	Maintained
1927	First Interstate Bank Billings, Montana	$38.6M	+$620K	5	3.96%	Increased
1928	Ashford Capital Management Wilmington, Delaware	$38.6M	+$1.13M	6	3.51%	Increased
1929	Chase Investment Counsel Charlottesville, Virginia	$38.6M	-$3.01M	5	16.62%	Reduced
1930	Berkshire Bank Pittsfield, Massachusetts	$38.6M	-$315K	6	9.41%	Reduced
1931	CCM CAAS Capital Management New York	$38.5M	-$51.6M	8	0.77%	Reduced
1932	Emerson Point Capital Larchmont, New York	$38.5M	-$8.9M	2	5.78%	Reduced
1933	WoodTrust Financial Wisconsin Rapids, Wisconsin	$38.4M	+$2.06M	5	9.03%	Increased
1934	McIlrath & Eck Arlington, Washington	$38.4M	-$94.6K	16	11.44%	Reduced
1935	Riverstone Advisors New Braunfels, Texas	$38.4M	+$458K	2	17.7%	Increased
1936	Avior Wealth Management Omaha, Nebraska	$38.3M	+$618K	15	3.16%	Increased
1937	Octavia Wealth Advisors Cincinnati, Ohio	$38.3M	-$1.31M	7	9.79%	Reduced
1938	SlateStone Wealth Jupiter, Florida	$38.3M	+$1.13M	9	8.77%	Increased
1939	Roberts Wealth Advisors Palo Alto, California	$38.3M	+$39.6M	7	15.14%	New
1940	Aspiriant LLC Los Angeles, California	$38.2M	-$251K	9	2.25%	Reduced
1941	HCR Wealth Advisors Los Angeles, California	$38.2M	-$29.5K	7	6.38%	Reduced
1942	Wellington Shields & Co New York	$38.2M	-$653K	8	13.33%	Reduced
1943	Brian C. Broderick	$38.2M	+$93.4K	4	10.2%	Increased
1944	Firsthand Capital Management San Jose, California	$38.2M	+$3.27M	4	11.4%	Increased
1945	PM Capital Sydney, Australia	$38.1M	-$4.84M	1	7.16%	Reduced
1946	NIC Northwest Investment Counselors Lake Oswego, Oregon	$38.1M	-$197K	5	10.65%	Reduced
1947	Corda Investment Management Houston, Texas	$38.1M	-$198K	4	3.31%	Reduced
1948	Zuckerman Investment Group Chicago, Illinois	$38.1M	-$2.01M	5	6.31%	Reduced
1949	Bedell Frazier Investment Counselling Walnut Creek, California	$38M	-$2.94M	6	10.44%	Reduced
1950	Virtu Financial New York	$37.9M	-$26.8M	17	3.34%	Reduced