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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	Bingham Osborn & Scarborough San Francisco, California	$10M	+$204K	6	0.98%	Increased
1952	WAM Winslow Asset Management Beachwood, Ohio	$10M	-$8.21M	2	2.04%	Reduced
1953	LK Lumbard & Kellner Hollis, New Hampshire	$9.9M	+$1.08M	3	5.87%	Increased
1954	Comerica Securities Detroit, Michigan	$9.9M	+$3.93M	9	1.56%	Increased
1955	EI EDMP Inc Lutz, Florida	$9.9M	-$675K	4	8.9%	Reduced
1956	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$9.9M	+$4.15M	1	6.11%	Increased
1957	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$9.9M	-$328K	3	4.48%	Reduced
1958	Signet Financial Management Parsippany, New Jersey	$9.8M	+$753K	5	2.14%	Increased
1959	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$9.8M	$0	3	3.04%	Maintained
1960	HW Hedeker Wealth Lincolnshire, Illinois	$9.8M	-$1.21M	5	9.31%	Reduced
1961	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$9.8M	+$4.69M	3	4.39%	Increased
1962	DAM Doheny Asset Management Los Angeles, California	$9.8M	-$433K	4	4.43%	Reduced
1963	LBC Lawrence B. Cohen	$9.8M	-$873K	3	6.04%	Reduced
1964	SCM Sanoor Capital Management Greenwich, Connecticut	$9.8M	+$10.8M	1	5.54%	New
1965	TCM Tradition Capital Management Summit, New Jersey	$9.8M	-$1.34M	4	3.18%	Reduced
1966	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$9.7M	-$64.2K	2	9.63%	Reduced
1967	ACM Avalon Capital Management Port Of Redwood City, California	$9.7M	-$2.77M	4	6.74%	Reduced
1968	Kennedy Capital Management St Louis, Missouri	$9.7M	+$7.25M	1	0.17%	Increased
1969	Balasa Dinverno & Foltz	$9.7M	-$324K	5	1.64%	Reduced
1970	SFA Staton Financial Advisors Charlotte, North Carolina	$9.7M	-$311K	2	8.33%	Reduced
1971	Financial Architects (New Jersey) Marlton, New Jersey	$9.7M	+$1.02M	13	1.71%	Increased
1972	Jefferies Financial Group New York	$9.7M	+$9.5M	2	0.79%	New
1973	OIM Orca Investment Management Roseburg, Oregon	$9.7M	-$48.1K	4	8.81%	Reduced
1974	FSA Financial Sense Advisors San Diego, California	$9.6M	+$456K	3	5.79%	Increased
1975	WIA Westbourne Investment Advisors Annapolis, Maryland	$9.6M	+$420K	5	7.93%	Increased