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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	Condor Capital Management Martinsville, New Jersey	$44.6M	+$1.09M	6	4.77%	Increased
1927	McIlrath & Eck Arlington, Washington	$44.5M	-$613K	16	12.04%	Reduced
1928	WoodTrust Financial Wisconsin Rapids, Wisconsin	$44.5M	+$1.66M	6	9.21%	Increased
1929	Atwood & Palmer Kansas City, Missouri	$44.5M	-$29.4K	10	3.72%	Reduced
1930	Capital Planning Advisors Roseville, California	$44.4M	+$864K	6	8.46%	Increased
1931	Chicago Partners Investment Group Chicago, Illinois	$44.4M	-$209K	8	3.14%	Reduced
1932	E Ergoteles New York	$44.2M	-$28M	11	1.72%	Reduced
1933	BG BRX Global New York	$44.2M	-$7.19M	3	39.32%	Reduced
1934	VDBMI Van Den Berg Management I Austin, Texas	$44.2M	+$4.12M	3	8.02%	Increased
1935	Venturi Wealth Management Austin, Texas	$44.2M	+$718K	9	3.34%	Increased
1936	WM WS Management Jacksonville, Florida	$44.2M	-$53.4M	2	3.52%	Reduced
1937	American National Registered Investment Advisor Galveston, Texas	$44.1M	-$997K	8	14.57%	Reduced
1938	Apriem Advisors Irvine, California	$44.1M	-$2.35M	5	6.24%	Reduced
1939	NIC Northwest Investment Counselors Lake Oswego, Oregon	$44.1M	+$943K	11	10.85%	Increased
1940	Eisler Capital (UK) London, United Kingdom	$44.1M	+$63.4M	6	2.19%	Increased
1941	Weik Capital Management Wyomissing, Pennsylvania	$44M	-$878K	4	16.68%	Reduced
1942	Aviance Capital Partners Naples, Florida	$44M	-$9.2M	7	7.33%	Reduced
1943	AAM Autus Asset Management Scottsdale, Arizona	$43.8M	-$148K	5	4.41%	Reduced
1944	Steigerwald Gordon & Koch Leesburg, Virginia	$43.8M	-$572K	7	6.58%	Reduced
1945	WESPAC Advisors SoCal Pasadena, California	$43.8M	+$2.82M	3	13.37%	Increased
1946	Easterly Investment Partners Beverly, Massachusetts	$43.7M	-$2.92M	3	3.19%	Reduced
1947	Octavia Wealth Advisors Cincinnati, Ohio	$43.6M	+$2.72M	7	9.42%	Increased
1948	Avitas Wealth Management Los Angeles, California	$43.6M	+$5.76M	7	7.32%	Increased
1949	SlateStone Wealth Jupiter, Florida	$43.6M	+$2.03M	7	9.31%	Increased
1950	Renaissance Capital Stamford, Connecticut	$43.6M	-$5.74M	4	11.19%	Reduced