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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	Colonial Trust Spartanburg, South Carolina	$38.3M	-$1.48M	14	9.47%	Reduced
1952	Perry Creek Capital New York	$38.2M	-$19M	1	14.65%	Reduced
1953	McIlrath & Eck Arlington, Washington	$38.2M	-$6.75M	15	7.68%	Reduced
1954	Steel Grove Capital Advisors Memphis, Tennessee	$38.2M	+$42.7K	5	5.1%	Increased
1955	Roberts Wealth Advisors Palo Alto, California	$38.2M	+$138K	7	16.78%	Increased
1956	Royal Fund Management Lady Lake, Florida	$38.2M	+$3.99M	11	5.16%	Increased
1957	GM Advisory Group Melville, New York	$38.1M	-$798K	7	3.11%	Reduced
1958	LTS One Management New York	$38M	+$39.9M	2	8.35%	New
1959	Sargent Investment Group Bethesda, Maryland	$37.9M	+$3.19M	6	9.14%	Increased
1960	Sheets Smith Wealth Management Winston-Salem, North Carolina	$37.9M	+$1.95M	5	5.77%	Increased
1961	Rehmann Capital Advisory Group Lansing, Michigan	$37.8M	-$1.89M	9	3.52%	Reduced
1962	IQ EQ Fund Management Dublin 2, Ireland	$37.8M	-$1.6M	6	7.77%	Reduced
1963	CL CIM LLC Albany, New York	$37.8M	-$185K	5	7.2%	Reduced
1964	JCIC Asset Management Toronto, Ontario, Canada	$37.8M	-$1.12M	5	19.13%	Reduced
1965	Marks Group Wealth Management Minnetonka, Minnesota	$37.7M	-$720K	6	4.67%	Reduced
1966	Two Point Capital Management Pittsford, New York	$37.7M	-$234K	3	20.79%	Reduced
1967	West Branch Capital Amherst, Massachusetts	$37.7M	-$122K	14	19.76%	Reduced
1968	NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$37.6M	-$951K	4	12.03%	Reduced
1969	NG Northstar Group New York	$37.6M	-$187K	6	8.92%	Reduced
1970	Carlson Capital Dallas, Texas	$37.6M	+$31.5M	3	2.93%	Increased
1971	Waverly Advisors Birmingham, Alabama	$37.5M	+$8.55M	8	1.64%	Increased
1972	Asset Dedication LLC San Francisco, California	$37.4M	+$300K	19	3.18%	Increased
1973	Sigma Investment Counselors Northville, Michigan	$37.4M	-$203K	6	2.82%	Reduced
1974	Red Door Wealth Management Memphis, Tennessee	$37.3M	-$2.6M	7	9.32%	Reduced
1975	Greenland Capital Management New York	$37.3M	+$16.4M	9	3.64%	Increased