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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	Balboa Wealth Partners Scottsdale, Arizona	$55M	+$919K	12	14.51%	Increased
1927	Family Management New York	$54.9M	+$994K	6	9.64%	Increased
1928	Cornerstone Advisory Hunt Valley, Maryland	$54.8M	-$3.08M	8	7.71%	Reduced
1929	America First Investment Advisors Omaha, Nebraska	$54.8M	-$9.21M	4	13.48%	Reduced
1930	NG Northstar Group New York	$54.8M	+$1.36M	6	10.35%	Increased
1931	Wright Investors Service Shelton, Connecticut	$54.7M	-$1.42M	6	14.42%	Reduced
1932	Nishkama Capital LLC Dorado, Puerto Rico	$54.7M	-$96.8M	4	4.18%	Reduced
1933	XML Financial Bethesda, Maryland	$54.7M	+$10.5K	6	5.5%	Increased
1934	Farley Capital New York	$54.6M	-$380K	4	48.74%	Reduced
1935	Managed Asset Portfolios Rochester, Michigan	$54.6M	+$2.92M	2	8.09%	Increased
1936	Romano Brothers & Co Evanston, Illinois	$54.6M	-$847K	6	7.56%	Reduced
1937	Mirabaud Asset Management London, United Kingdom	$54.4M	+$5.03M	4	25.05%	Increased
1938	Greatmark Investment Partners Columbus, Georgia	$54.4M	-$1.32M	6	7.93%	Reduced
1939	Duncker Streett & Co St. Louis, Missouri	$54.3M	+$537K	8	10.44%	Increased
1940	Two Point Capital Management Pittsford, New York	$54.3M	+$202K	3	21.85%	Increased
1941	River Road Asset Management Louisville, Kentucky	$54.3M	-$28.6M	3	0.78%	Reduced
1942	Cypress Asset Management Houston, Texas	$54.1M	-$220K	5	13.92%	Reduced
1943	Avalon Global Asset Management San Francisco, California	$54M	-$1.15M	5	12.29%	Reduced
1944	Princeton Global Asset Management Princeton, New Jersey	$54M	+$2.75M	10	11.91%	Increased
1945	Marks Group Wealth Management Minnetonka, Minnesota	$53.9M	-$1.04M	7	5.68%	Reduced
1946	Readystate Asset Management Chicago, Illinois	$53.9M	+$11.7M	4	1.75%	Increased
1947	MAM Morse Asset Management Darien, Connecticut	$53.9M	-$2.58M	3	13.06%	Reduced
1948	Sora Investors Bryn Mawr, Pennsylvania	$53.9M	-$31.9M	3	9.92%	Reduced
1949	Sunbelt Securities Houston, Texas	$53.8M	-$102K	20	5.51%	Reduced
1950	Hayek Kallen Investment Management Fairhope, Alabama	$53.8M	-$134K	6	20.07%	Reduced