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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	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$40.6M	-$1.11M	6	11.06%	Reduced
2027	Segment Wealth Management Houston, Texas	$40.5M	+$1.39M	8	3.58%	Increased
2028	BFSG LLC Irvine, California	$40.5M	+$700K	10	5.9%	Increased
2029	Perseverance Asset Management International George Town, Cayman Islands	$40.5M	-$5.08M	3	9.65%	Reduced
2030	Strategic Planning Group Bountiful, Utah	$40.5M	+$38M	8	13.43%	New
2031	Lakeside Advisors Seattle, Washington	$40.5M	-$595K	4	28.12%	Reduced
2032	Angeles Wealth Management Santa Monica, California	$40.4M	+$1.34M	6	4.92%	Increased
2033	CCM Consolidated Capital Management Burbank, California	$40.4M	-$6.98M	3	21.52%	Reduced
2034	FP FFG Partners Fort Lauderdale, Florida	$40.3M	+$38.2M	4	21.53%	New
2035	SPX Gestao de Recursos Rio De Janeiro, Brazil	$40.3M	-$52M	3	3.11%	Reduced
2036	Winch Advisory Services Appleton, Wisconsin	$40.2M	-$401K	11	13.34%	Reduced
2037	Mirabaud Asset Management London, United Kingdom	$40.2M	+$38M	4	17.24%	New
2038	Valmark Advisers Akron, Ohio	$40.1M	+$1.04M	9	0.75%	Increased
2039	DoubleLine ETF Adviser Tampa, Florida	$39.9M	-$12.7M	3	11.53%	Reduced
2040	West Coast Financial Santa Barbara, California	$39.9M	-$1.53M	5	5.24%	Reduced
2041	Financial Avengers Oakland, California	$39.9M	-$30.6K	7	24%	Reduced
2042	L.J. Altfest & Co New York	$39.9M	+$1.36M	8	5.78%	Increased
2043	Infusive Asset Management New York	$39.9M	+$1.69M	2	18.08%	Increased
2044	Continuum Advisory Eagle, Idaho	$39.9M	-$2.85M	6	5.67%	Reduced
2045	GWSG GPS Wealth Strategies Group Centennial, Colorado	$39.9M	+$829K	19	7.28%	Increased
2046	Certuity North Palm Beach, Florida	$39.7M	-$236K	8	4.02%	Reduced
2047	STF Management Frisco, Texas	$39.7M	-$5.77M	5	18.66%	Reduced
2048	Cassaday & Co Wealth Management Mclean, Virginia	$39.7M	-$1.3M	6	1.38%	Reduced
2049	Absolute Gestao de Investimentos Sao Paulo, Brazil	$39.6M	+$37.5M	4	15.1%	New
2050	GAMMA Investing Foster City, California	$39.6M	+$36.2M	25	10.73%	New