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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	Bessemer Securities New York	$40.4M	+$909K	3	11.77%	Increased
1952	Steigerwald Gordon & Koch Leesburg, Virginia	$40.4M	-$535K	6	6.16%	Reduced
1953	WCM Woodson Capital Management Greenwich, Connecticut	$40.3M	+$39.4M	1	4.82%	New
1954	Cota Capital Management San Francisco, California	$40.3M	-$1.04M	1	8.51%	Reduced
1955	Berkshire Bank Pittsfield, Massachusetts	$40.3M	-$198K	6	9.57%	Reduced
1956	Canvas Wealth Advisors Shawnee, Kansas	$40.3M	+$3.72M	7	14.7%	Increased
1957	American National Registered Investment Advisor Galveston, Texas	$40.3M	-$1.31M	8	14.42%	Reduced
1958	Hutchinson Capital Management San Rafael, California	$40.2M	+$73.4K	5	9.36%	Increased
1959	Alpha Omega Wealth Management Richmond, Virginia	$40.2M	+$3.53M	8	6.35%	Increased
1960	HCR Wealth Advisors Los Angeles, California	$40.2M	-$847K	5	6.56%	Reduced
1961	Oxler Private Wealth Rye Brook, New York	$40.1M	-$692K	6	18.11%	Reduced
1962	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$40.1M	-$3.53M	5	7.09%	Reduced
1963	Nicholas Investment Partners Rancho Santa Fe, California	$40.1M	+$5.87M	6	2.85%	Increased
1964	CCC Chelsea Counsel Company Los Angeles, California	$40.1M	-$708K	5	17.65%	Reduced
1965	Aaron Wealth Advisors Chicago, Illinois	$40M	+$10.3M	14	9.22%	Increased
1966	NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$39.8M	-$3.49M	4	10.92%	Reduced
1967	Zions Bancorporation Salt Lake City, Utah	$39.8M	+$7.94M	18	3.57%	Increased
1968	Sycomore Asset Management Paris, France	$39.8M	-$2.97M	4	6.94%	Reduced
1969	IBEX Wealth Advisors Bedminster, New Jersey	$39.8M	-$4.65M	5	7.62%	Reduced
1970	GWSG GPS Wealth Strategies Group Centennial, Colorado	$39.7M	-$9.9K	15	8.97%	Reduced
1971	SG Swarthmore Group Philadelphia, Pennsylvania	$39.7M	+$942K	5	10.14%	Increased
1972	Perpetual Investment Management Sydney, Australia	$39.7M	+$2.21M	8	4.98%	Increased
1973	Beck Bode LLC Dedham, Massachusetts	$39.6M	+$14.1M	6	8.93%	Increased
1974	Cornerstone Wealth Group Huntersville, North Carolina	$39.6M	+$3.99M	7	7.28%	Increased
1975	Eventide Asset Management Boston, Massachusetts	$39.6M	$0	1	0.62%	Maintained