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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
1951	K Kemper Chicago, Illinois	$4.31M	$0	1	1.41%	Maintained
1952	GMA Goldstein Munger & Associates San Ramon, California	$4.3M	$0	2	1.8%	Maintained
1953	WA Wheatland Advisors Lancaster, Pennsylvania	$4.29M	+$4.13M	3	4.5%	New
1954	Brookfield Corp Toronto, Ontario, Canada	$4.27M	-$4.02M	1	0.02%	Reduced
1955	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$4.26M	-$6.77M	1	2.46%	Reduced
1956	CD Carl Domino West Palm Beach, Florida	$4.24M	-$269K	3	2.31%	Reduced
1957	MBT Monroe Bank & Trust Monroe, Michigan	$4.24M	+$2.88K	5	1.65%	Increased
1958	IIM Ironwood Investment Management Boston, Massachusetts	$4.23M	+$116K	2	0.59%	Increased
1959	AIA Affinity Investment Advisors Newport Beach, California	$4.22M	-$4.16M	1	0.51%	Reduced
1960	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$4.18M	-$101K	4	4.16%	Reduced
1961	CAM Cypress Asset Management Houston, Texas	$4.18M	+$156K	3	0.73%	Increased
1962	HIS Horizon Investment Services Hammond, Indiana	$4.18M	+$84.3K	1	2.53%	Increased
1963	TIA Trust Investment Advisors Indianapolis, Indiana	$4.17M	+$4.04M	2	4.31%	New
1964	KFP Keystone Financial Planning Cleveland, Ohio	$4.16M	+$4.04M	2	3.33%	New
1965	JC Jetstream Capital Brentwood, Tennessee	$4.15M	-$3.43M	1	0.11%	Reduced
1966	TSS Thomas Story & Son Culver, Indiana	$4.14M	+$3.69M	2	2.27%	Increased
1967	Managed Asset Portfolios Rochester, Michigan	$4.13M	+$4.01M	1	2.9%	New
1968	Donaldson Capital Management Evansville, Indiana	$4.11M	-$8.87M	3	0.79%	Reduced
1969	Mountain Pacific Investment Advisers Boise, Idaho	$4.08M	-$59K	4	0.51%	Reduced
1970	FIM Freedom Investment Management Hartford, Connecticut	$4.08M	+$26.1K	6	1.01%	Increased
1971	RIM Reliant Investment Management Memphis, Tennessee	$4.08M	+$3.75M	3	3.9%	New
1972	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$4.07M	+$259K	4	0.52%	Increased
1973	1GA 1st Global Advisors Dallas, Texas	$4.06M	-$397K	6	0.76%	Reduced
1974	MWVC Morgens Waterfall Vintiadis & Co New York	$4.05M	-$1.92M	2	2.78%	Reduced
1975	Bell Bank Fargo, North Dakota	$4.03M	-$5.89M	4	2.09%	Reduced