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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	Chicago Partners Investment Group Chicago, Illinois	$25.6M	+$1.92M	10	3.2%	Increased
1952	Convergence Investment Partners Palm Beach Gardens, Florida	$25.6M	-$1.2M	9	8.79%	Reduced
1953	MJP Michael J. Puzo	$25.6M	-$470K	4	9.56%	Reduced
1954	Chapman Investment Management San Anselmo, California	$25.5M	+$26.7K	3	20.9%	Increased
1955	BCA Bray Capital Advisors Naples, Florida	$25.5M	-$340K	8	9.83%	Reduced
1956	Congress Park Capital Saratoga Springs, New York	$25.5M	-$3.38M	6	19.57%	Reduced
1957	Drexel Morgan & Co Radnor, Pennsylvania	$25.5M	-$12.1M	4	9.63%	Reduced
1958	Koshinski Asset Management Decatur, Illinois	$25.5M	+$1.17M	10	4.13%	Increased
1959	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$25.5M	-$888K	2	9.6%	Reduced
1960	Quadrant Private Wealth Management Center Valley, Pennsylvania	$25.4M	+$4.21M	7	14.68%	Increased
1961	MKC M. Kraus & Co Shelburne, Vermont	$25.4M	-$358K	3	13.15%	Reduced
1962	Stokes Family Office New Orleans, Louisiana	$25.4M	+$1.31M	7	6.41%	Increased
1963	Hamilton Wealth Encino, California	$25.4M	-$3.78M	5	15.14%	Reduced
1964	Allworth Financial Folsom, California	$25.4M	-$14.3M	16	0.78%	Reduced
1965	Brian C. Broderick	$25.4M	-$351K	5	8.45%	Reduced
1966	Radnor Capital Management Wayne, Pennsylvania	$25.4M	+$639K	7	9.16%	Increased
1967	Capital City Trust Tallahassee, Florida	$25.3M	+$257K	5	9.71%	Increased
1968	Symmetry Partners Glastonbury, Connecticut	$25.3M	+$7.43M	6	3.16%	Increased
1969	Sargent Investment Group Bethesda, Maryland	$25.3M	-$33.9K	6	9.51%	Reduced
1970	ECM EagleClaw Capital Management Boston, Massachusetts	$25.3M	-$1.99M	5	9.82%	Reduced
1971	GA GFS Advisors Houston, Texas	$25.2M	-$2.48M	6	7.78%	Reduced
1972	L.J. Altfest & Co New York	$25.2M	-$416K	9	7.26%	Reduced
1973	Fort Sheridan Advisors Highland Park, Illinois	$25.2M	+$252K	8	15.47%	Increased
1974	MCI McDonald Capital Investors Orinda, California	$25.2M	+$4.82M	1	2.36%	Increased
1975	Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$25.1M	-$1.27M	12	10.4%	Reduced