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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	PDS Planning Dublin, Ohio	$61.4M	+$6.98M	10	4.58%	Increased
1927	First Fiduciary Investment Counsel Cleveland, Ohio	$61.4M	+$4.58M	5	12.18%	Increased
1928	Private Capital Advisors Darien, Connecticut	$61.1M	+$1.76M	5	7.45%	Increased
1929	Peconic Partners New York	$61.1M	+$55.2M	2	1.96%	Increased
1930	Archford Capital Strategies Swansea, Illinois	$61.1M	+$2.31M	9	7.81%	Increased
1931	Seven Grand Managers Bronxville, New York	$61.1M	+$49.1M	1	7.33%	Increased
1932	Linden Advisors New York	$61M	+$47.1M	3	0.37%	New
1933	Naviter Wealth Little Rock, Arkansas	$61M	-$10.7M	7	7.51%	Reduced
1934	DRW Securities Chicago, Illinois	$60.9M	+$27.3M	18	1.38%	Increased
1935	Elk River Wealth Management Denver, Colorado	$60.8M	-$306K	5	10.45%	Reduced
1936	Marks Group Wealth Management Minnetonka, Minnesota	$60.7M	-$356K	7	5.65%	Reduced
1937	Tenere Capital New York	$60.7M	-$9.3M	2	15.54%	Reduced
1938	Punch & Associates Investment Management Edina, Minnesota	$60.7M	+$156K	4	3.73%	Increased
1939	UNICOM Systems Las Vegas, Nevada	$60.7M	-$6.41M	5	8.4%	Reduced
1940	Jacobi Capital Management Pittston, Pennsylvania	$60.6M	+$1.25M	9	4.03%	Increased
1941	Verity & Verity Beaufort, South Carolina	$60.6M	-$1.88M	5	5.21%	Reduced
1942	Timber Creek Capital Management Boston, Massachusetts	$60.5M	-$819K	5	15.41%	Reduced
1943	Keystone Financial Group (Kentucky) Lexington, Kentucky	$60.4M	+$617K	7	5.45%	Increased
1944	Scopia Capital Management New York	$60.4M	+$21.2M	2	7.38%	Increased
1945	CIM CIM Investment Management Pittsburgh, Pennsylvania	$60.3M	+$27.5M	8	11.48%	Increased
1946	Shepherd Financial Partners Winchester, Massachusetts	$60M	+$84.6K	7	6.35%	Increased
1947	Caption Management Oklahoma City, Oklahoma	$60M	-$877M	10	0.66%	Reduced
1948	Csenge Advisory Group Clearwater, Florida	$59.8M	-$1.58M	8	3.15%	Reduced
1949	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$59.8M	-$287K	7	13.55%	Reduced
1950	Wellington Shields & Co New York	$59.8M	+$769K	7	16.92%	Increased