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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	S.E.E.D. Planning Group Binghamton, New York	$35.7M	+$1.17M	4	12.54%	Increased
2027	Atwood & Palmer Kansas City, Missouri	$35.7M	+$1.33M	8	3.19%	Increased
2028	Meridian Wealth Advisors Austin, Texas	$35.7M	-$1.5M	6	8.64%	Reduced
2029	Wealth Alliance Mellville, New York	$35.7M	+$119K	8	5.34%	Increased
2030	Peachtree Investment Partners Indian River Shores,, Florida	$35.7M	+$8.79M	5	16.29%	Increased
2031	Jessup Wealth Management Dayton, Ohio	$35.7M	+$6.91M	3	19.09%	Increased
2032	Sheets Smith Wealth Management Winston-Salem, North Carolina	$35.7M	+$3.17M	5	5.21%	Increased
2033	Royal Fund Management Lady Lake, Florida	$35.6M	-$2.25M	8	4.43%	Reduced
2034	Lakehouse Capital Sydney NSW, Australia	$35.6M	-$3.07M	3	30.59%	Reduced
2035	Iowa State Bank Urbandale, Iowa	$35.5M	-$2.26M	5	8.92%	Reduced
2036	Knuff & Co Foster City, California	$35.5M	+$423K	6	13.3%	Increased
2037	Principal Street Partners Memphis, Tennessee	$35.5M	-$296K	6	8.44%	Reduced
2038	CQS (US) New York	$35.5M	+$1M	1	4.27%	Increased
2039	B.O.S.S. Retirement Advisors Lehi, Utah	$35.4M	-$3.41M	5	7.54%	Reduced
2040	Redwood Capital Management New York	$35.4M	$0	1	5.2%	Maintained
2041	BFSG LLC Irvine, California	$35.4M	+$1.3M	4	6.02%	Increased
2042	Hohimer Wealth Management Seattle, Washington	$35.4M	-$4.41M	6	9.78%	Reduced
2043	Avantax Planning Partners Dubuque, Iowa	$35.4M	+$789K	7	1.41%	Increased
2044	Sentry Investment Management Stevens Point, Wisconsin	$35.4M	-$879K	9	13.36%	Reduced
2045	Cassaday & Co Wealth Management Mclean, Virginia	$35.3M	+$2.03M	6	1.4%	Increased
2046	Edgar Lomax Company Kingstowne, Virginia	$35.3M	-$458K	1	2.32%	Reduced
2047	Cypress Asset Management Houston, Texas	$35.2M	-$626K	4	11.32%	Reduced
2048	Vishria Bird Financial Group Memphis, Tennessee	$35.2M	-$664K	5	20.91%	Reduced
2049	Lathrop Investment Management Little Rock, Arkansas	$35.2M	-$326K	6	7.15%	Reduced
2050	Renaissance Investment Group Lenox, Massachusetts	$35.2M	-$856K	5	9.23%	Reduced