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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	CBT Central Bank & Trust Lexington, Kentucky	$20.7M	-$479K	6	4.98%	Reduced
1952	Herald Investment Management London, United Kingdom	$20.6M	-$146K	9	6.25%	Reduced
1953	Rice Partnership Honolulu, Hawaii	$20.6M	+$1.07M	4	13.85%	Increased
1954	Magnus Financial Group New York	$20.6M	+$7.41M	8	2.81%	Increased
1955	Hayek Kallen Investment Management Fairhope, Alabama	$20.6M	-$655K	4	13.82%	Reduced
1956	Institute for Wealth Management Denver, Colorado	$20.6M	-$1.43M	7	6.35%	Reduced
1957	Radnor Capital Management Wayne, Pennsylvania	$20.6M	-$1.25M	6	8.44%	Reduced
1958	Horizon Kinetics Asset Management New York	$20.5M	+$243K	6	0.91%	Increased
1959	Parkside Investments Deerfield, Illinois	$20.5M	+$4.46M	4	6.78%	Increased
1960	MKC M. Kraus & Co Shelburne, Vermont	$20.5M	-$114K	3	12.44%	Reduced
1961	GCM Gabalex Capital Management New York	$20.5M	-$1.64M	1	7.06%	Reduced
1962	YorkBridge Wealth Partners New York	$20.4M	-$5.05M	7	12.57%	Reduced
1963	MJP Michael J. Puzo	$20.4M	-$780K	4	8.98%	Reduced
1964	Lake Street Private Wealth Chicago, Illinois	$20.4M	+$3.31M	6	9.27%	Increased
1965	Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$20.3M	+$175K	11	10.75%	Increased
1966	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$20.3M	-$1.29M	3	19.96%	Reduced
1967	Brian C. Broderick	$20.2M	+$275K	5	7.99%	Increased
1968	HIM Hotaling Investment Management Wayne, Pennsylvania	$20.2M	-$226K	4	15.03%	Reduced
1969	Sigma Investment Counselors Northville, Michigan	$20.2M	-$2.19M	5	2.57%	Reduced
1970	CIA Covington Investment Advisors Ligonier, Pennsylvania	$20.1M	-$3.38M	2	7.65%	Reduced
1971	Krilogy Financial St. Louis, Missouri	$20.1M	+$3.48M	6	3.83%	Increased
1972	Farmers & Merchants Trust Company Long Beach, California	$20.1M	-$203K	6	10.89%	Reduced
1973	GC Gruss & Co West Palm Beach, Florida	$20.1M	-$5.91M	4	37.45%	Reduced
1974	Avestar Capital New York	$20.1M	+$6.39M	9	10.96%	Increased
1975	LaFleur & Godfrey Grand Rapids, Michigan	$20.1M	-$108K	3	5.98%	Reduced