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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	Advisornet Financial Minnetonka, Minnesota	$27.9M	-$4.02M	25	2.75%	Reduced
1952	NorthRock Partners Minneapolis, Minnesota	$27.9M	+$1.58M	6	3.18%	Increased
1953	Sendero Wealth Management San Antonio, Texas	$27.9M	+$6.06M	4	9.92%	Increased
1954	Live Oak Private Wealth Wilmington, North Carolina	$27.9M	-$1.03M	4	5.76%	Reduced
1955	Arthedge Capital Management Jericho, New York	$27.8M	+$341K	4	35.44%	Increased
1956	Anchor Capital Advisors Boston, Massachusetts	$27.8M	-$1.53M	5	0.71%	Reduced
1957	Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$27.8M	+$872K	6	8.95%	Increased
1958	Freshford Capital Management Rye Brook, New York	$27.8M	-$83.4K	1	5.97%	Reduced
1959	Sargent Investment Group Bethesda, Maryland	$27.8M	+$407K	6	8.62%	Increased
1960	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$27.8M	-$1.2M	7	6.69%	Reduced
1961	IIA IPG Investment Advisors San Diego, California	$27.7M	+$1.22M	6	7.73%	Increased
1962	MCI McDonald Capital Investors Orinda, California	$27.7M	-$298K	2	2.3%	Reduced
1963	Waycross Partners Louisville, Kentucky	$27.7M	+$13.3M	4	10.05%	Increased
1964	Laidlaw Wealth Management New York City, New York	$27.7M	+$470K	6	5.94%	Increased
1965	SKBA Capital Management San Francisco, California	$27.5M	+$334K	2	5.08%	Increased
1966	KWMG King Wealth Management Group Naples, Florida	$27.5M	-$3.09M	5	6.57%	Reduced
1967	Family Management New York	$27.4M	-$1.12M	5	6.68%	Reduced
1968	Cutler Investment Counsel Jacksonville, Oregon	$27.3M	-$1.03M	5	4.17%	Reduced
1969	Azzad Asset Management Falls Church, Virginia	$27.3M	-$16.9M	5	4.32%	Reduced
1970	Scholtz & Company Stamford, Connecticut	$27.3M	+$294K	3	19.34%	Increased
1971	Royal Fund Management Lady Lake, Florida	$27.3M	+$2.23M	7	4.34%	Increased
1972	Lathrop Investment Management Little Rock, Arkansas	$27.3M	+$1.73M	5	6.03%	Increased
1973	Brian C. Broderick	$27.3M	-$1.6M	4	8.08%	Reduced
1974	WealthSource Partners San Luis Obispo, California	$27.2M	-$3.54M	7	1.93%	Reduced
1975	HeadInvest LLC Portland, Maine	$27.2M	+$682K	6	6.1%	Increased