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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
2026	Mayflower Financial Advisors Boston, Massachusetts	$26.2M	+$1.66M	8	3.63%	Increased
2027	Atwood & Palmer Kansas City, Missouri	$26.1M	+$721K	8	2.36%	Increased
2028	Bessemer Securities New York	$26.1M	+$1.2M	4	11.7%	Increased
2029	GM Advisory Group Melville, New York	$26.1M	-$472K	7	2.79%	Reduced
2030	Moran Wealth Management Naples, Florida	$26.1M	+$26.4M	3	0.99%	New
2031	Baker Ellis Asset Management Vancouver, Washington	$26M	+$493K	6	5.04%	Increased
2032	Mather Group Chicago, Illinois	$26M	-$7.63M	6	0.5%	Reduced
2033	Marietta Wealth Management Marietta, Georgia	$26M	+$1.4M	5	5.87%	Increased
2034	NG Northstar Group New York	$26M	+$74K	6	7.36%	Increased
2035	Marks Group Wealth Management Minnetonka, Minnesota	$25.9M	+$6.69M	6	3.53%	Increased
2036	Balboa Wealth Partners Scottsdale, Arizona	$25.9M	+$231K	7	11.66%	Increased
2037	Systematic Financial Management Teaneck, New Jersey	$25.9M	+$601K	2	0.85%	Increased
2038	Asset Dedication LLC San Francisco, California	$25.8M	+$547K	18	2.62%	Increased
2039	River Global Investors London, United Kingdom	$25.8M	-$1.9M	7	5.54%	Reduced
2040	IBEX Wealth Advisors Bedminster, New Jersey	$25.8M	-$105K	5	5.82%	Reduced
2041	Duncker Streett & Co St. Louis, Missouri	$25.8M	-$1.68M	11	6.22%	Reduced
2042	Meridian Wealth Advisors Austin, Texas	$25.8M	+$1.09M	7	6.64%	Increased
2043	Apriem Advisors Irvine, California	$25.7M	+$188K	5	4.46%	Increased
2044	MGM Miura Global Management New York	$25.7M	+$10.1M	2	12.93%	Increased
2045	SlateStone Wealth Jupiter, Florida	$25.7M	+$1.86M	6	6.19%	Increased
2046	First Wilshire Securities Management Pasadena, California	$25.7M	+$33.9K	4	8.98%	Increased
2047	Aquatic Capital Management Chicago, Illinois	$25.7M	+$2.95M	12	1.87%	Increased
2048	Bank of New Hampshire Laconia, New Hampshire	$25.6M	-$1.2M	13	7.72%	Reduced
2049	Cypress Asset Management Houston, Texas	$25.6M	-$1.08M	4	9.29%	Reduced
2050	Clearstead Trust Portland, Maine	$25.6M	+$416K	8	8.53%	Increased