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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	NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$31.4M	-$484K	4	10.34%	Reduced
1952	HIM Hotaling Investment Management Wayne, Pennsylvania	$31.4M	+$1.48M	5	13.64%	Increased
1953	TLW Wealth Management Indian Rocks Beach, Florida	$31.4M	-$1.16M	3	24.5%	Reduced
1954	Draper Asset Management Smithtown, New York	$31.4M	-$326K	6	36.88%	Reduced
1955	Naples Global Advisors Naples, Florida	$31.4M	+$1.17M	6	4.07%	Increased
1956	IIA IPG Investment Advisors San Diego, California	$31.4M	-$3.18M	6	7.84%	Reduced
1957	Renaissance Investment Group Lenox, Massachusetts	$31.3M	-$623K	5	10.2%	Reduced
1958	Thames Capital Management Roseland, New Jersey	$31.3M	-$24.2M	2	12.58%	Reduced
1959	West Branch Capital Amherst, Massachusetts	$31.3M	+$59	14	18.09%	Increased
1960	Foundations Investment Advisors Phoenix, Arizona	$31.3M	+$5.2M	9	1.31%	Increased
1961	Rehmann Capital Advisory Group Lansing, Michigan	$31.3M	+$2.77M	9	3.44%	Increased
1962	Live Oak Private Wealth Wilmington, North Carolina	$31.2M	+$3.47M	5	6.57%	Increased
1963	Cypress Asset Management Houston, Texas	$31.2M	-$847K	4	11.15%	Reduced
1964	Phraction Management Colchester, Connecticut	$31.2M	+$6.58M	4	20.5%	Increased
1965	Wealthcare Advisory Partners West Chester, Pennsylvania	$31.2M	+$2.34M	9	1.89%	Increased
1966	NorthRock Partners Minneapolis, Minnesota	$31.2M	+$167M	6	3.24%	Increased
1967	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$31.1M	+$147K	6	7.12%	Increased
1968	WM WS Management Jacksonville, Florida	$31.1M	+$4.7M	2	2.53%	Increased
1969	Duff & Phelps Investment Management Chicago, Illinois	$31M	+$463K	6	0.38%	Increased
1970	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$31M	+$1.16M	7	7.64%	Increased
1971	Zions Bancorporation Salt Lake City, Utah	$31M	+$468K	18	3.1%	Increased
1972	GM Advisory Group Melville, New York	$30.9M	-$3.19M	7	4.81%	Reduced
1973	VST Van Strum & Towne San Francisco, California	$30.8M	+$15K	5	13.14%	Increased
1974	Susquehanna International Group (Ireland) Dublin, Ireland	$30.8M	+$25.5M	5	7.33%	Increased
1975	Sheets Smith Wealth Management Winston-Salem, North Carolina	$30.7M	-$2.5M	5	5.06%	Reduced