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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	RFMS RWQ Financial Management Services Naples, Florida	$69.5M	+$6.8M	6	30.17%	Increased
1927	Jackson Square Capital San Francisco, California	$69.5M	+$5.36M	7	15.16%	Increased
1928	BW Gestao de Investimentos Sao Paulo, Brazil	$69.5M	-$39M	4	3.04%	Reduced
1929	Constitution Capital Shelton, Connecticut	$69.4M	+$4.71M	3	32.46%	Increased
1930	Hayek Kallen Investment Management Fairhope, Alabama	$69.4M	-$854K	6	21.91%	Reduced
1931	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$69.3M	+$842K	2	15.15%	Increased
1932	Apollon Financial Mount Pleasant, South Carolina	$69.3M	+$3.93M	7	11.52%	Increased
1933	Bell Asset Management Melbourne, Australia	$69.2M	-$35.1M	4	18.93%	Reduced
1934	Richard Bernstein Advisors New York	$69.2M	-$74.8M	5	1.97%	Reduced
1935	Laffer Tengler Investments Nashville, Tennessee	$69.1M	+$1.39M	6	10.94%	Increased
1936	Lake Street Private Wealth Chicago, Illinois	$69.1M	+$4.06M	11	8.9%	Increased
1937	Manhattan West Asset Management Los Angeles, California	$69M	+$218K	7	14.58%	Increased
1938	Sierra Summit Advisors Incline Village, Nevada	$69M	-$5.34M	9	10.51%	Reduced
1939	BWCP LP Dallas, Texas	$68.9M	+$17.3M	2	11.95%	Increased
1940	FIM FWL Investment Management Dallas, Texas	$68.8M	+$1.65M	9	17.93%	Increased
1941	Hodges Capital Management Dallas, Texas	$68.7M	-$145K	7	5.88%	Reduced
1942	SP SIH Partners Wilmington, Delaware	$68.7M	-$93M	9	1.95%	Reduced
1943	Blue Zone Wealth Advisors Los Angeles, California	$68.6M	+$23.4M	7	13.7%	Increased
1944	Westerkirk Capital Victoria,	$68.6M	+$1.83M	8	7.84%	Increased
1945	Fulcrum Asset Management London, United Kingdom	$68.5M	-$2.31M	5	19%	Reduced
1946	Shepherd Financial Partners Winchester, Massachusetts	$68.5M	+$208K	7	6.52%	Increased
1947	Chemistry Wealth Management New York	$68.4M	+$1.41M	6	13.21%	Increased
1948	Ascent Wealth Partners New Hartford, New York	$68.4M	-$6.91M	7	7.94%	Reduced
1949	Vishria Bird Financial Group Memphis, Tennessee	$68.4M	+$312K	6	13.42%	Increased
1950	Punch & Associates Investment Management Edina, Minnesota	$68.4M	-$6.59M	4	3.96%	Reduced