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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	Continuum Advisory Eagle, Idaho	$38.8M	-$286K	6	6.18%	Reduced
1952	Barometer Capital Management Toronto, Ontario, Canada	$38.8M	+$8.46M	4	10.36%	Increased
1953	Constitution Capital Shelton, Connecticut	$38.7M	-$166K	4	22.05%	Reduced
1954	Live Oak Private Wealth Wilmington, North Carolina	$38.7M	-$405K	4	7.7%	Reduced
1955	West Branch Capital Amherst, Massachusetts	$38.6M	-$219K	14	19.25%	Reduced
1956	NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$38.6M	-$485K	4	11.36%	Reduced
1957	Brian C. Broderick	$38.6M	-$121K	4	10.17%	Reduced
1958	Fiduciary Alliance Greenville, South Carolina	$38.5M	+$1.04M	18	8.27%	Increased
1959	Stephens Investment Management Group Houston, Texas	$38.5M	+$28.6M	6	0.6%	Increased
1960	GPM Growth Investors Bloomfield Hills, Michigan	$38.5M	+$23.4K	5	20.18%	Increased
1961	Soditic Asset Management Tonbridge, United Kingdom	$38.5M	+$32.2M	2	28.06%	Increased
1962	Premier Fund Managers Guildford, United Kingdom	$38.4M	+$8.07M	3	1.52%	Increased
1963	Bedell Frazier Investment Counselling Walnut Creek, California	$38.3M	-$10.2M	5	11.22%	Reduced
1964	Moran Wealth Management Naples, Florida	$38.3M	-$181K	4	1.44%	Reduced
1965	Sunbelt Securities Houston, Texas	$38.3M	+$453K	24	5.5%	Increased
1966	Atlas Capital Advisors Jackson, Wyoming	$38.2M	-$2.41M	11	5.79%	Reduced
1967	Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$38.1M	-$3.47M	1	3.72%	Reduced
1968	VST Van Strum & Towne San Francisco, California	$38.1M	+$45.3K	5	15.77%	Increased
1969	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$38.1M	-$286K	7	7.44%	Reduced
1970	Sands Capital Ventures Arlington, Virginia	$38M	+$28.1K	1	11.23%	Increased
1971	Advisornet Financial Minnetonka, Minnesota	$37.9M	-$629K	26	3.25%	Reduced
1972	Wilsey Asset Management San Diego, California	$37.9M	$0	1	8.38%	Maintained
1973	Asset Dedication LLC San Francisco, California	$37.9M	+$1M	19	3.23%	Increased
1974	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$37.9M	+$19.9M	2	9.43%	Increased
1975	Journey Advisory Group Covington, Kentucky	$37.8M	-$2.62M	7	5.62%	Reduced