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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
2051	Dorchester Wealth Management Montreal, Quebec, Canada	$53.6M	-$1.28M	6	10.7%	Reduced
2052	SCM Soros Capital Management New York	$53.6M	-$5.45M	2	8.39%	Reduced
2053	Bornite Capital Management New York	$53.5M	-$27.4M	3	7.2%	Reduced
2054	Jackson Hole Capital Partners Tulsa, Oklahoma	$53.5M	+$1.09M	7	10.8%	Increased
2055	Polymer Capital Management (HK) Hong Kong	$53.3M	+$14.6M	8	9.25%	Increased
2056	Sheets Smith Wealth Management Winston-Salem, North Carolina	$53.3M	+$977K	4	6.51%	Increased
2057	Financial Avengers Oakland, California	$53.2M	-$169K	8	25.08%	Reduced
2058	Timber Creek Capital Management Boston, Massachusetts	$53.2M	+$281K	5	15.35%	Increased
2059	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$52.9M	+$203K	6	11.19%	Increased
2060	Brown Shipley & Co London, United Kingdom	$52.9M	-$2.77M	5	26.26%	Reduced
2061	Koshinski Asset Management Decatur, Illinois	$52.7M	+$308K	8	4.51%	Increased
2062	Fogel Capital Management Stuart, Florida	$52.6M	+$51.6K	2	26.45%	Increased
2063	Jacobi Capital Management Pittston, Pennsylvania	$52.5M	-$618K	8	3.92%	Reduced
2064	First Fiduciary Investment Counsel Cleveland, Ohio	$52.3M	-$441K	4	10.64%	Reduced
2065	1248 Management Kansas City, Missouri	$52.3M	+$49.8M	4	22.54%	New
2066	Shepherd Financial Partners Winchester, Massachusetts	$52.3M	+$838K	6	6.25%	Increased
2067	Jamison Private Wealth Management Milton, Georgia	$52.2M	+$393K	6	7.71%	Increased
2068	Valmark Advisers Akron, Ohio	$52.2M	-$296K	7	0.81%	Reduced
2069	Chemung Canal Trust Elmira, New York	$52.1M	-$1.92M	5	10.87%	Reduced
2070	RWC Asset Advisors Miami, Florida	$52.1M	-$46M	1	10.4%	Reduced
2071	WESPAC Advisors SoCal Pasadena, California	$52.1M	-$3.95M	3	11.79%	Reduced
2072	Brooklyn Investment Group Brooklyn, New York	$52.1M	+$4.52M	22	15.52%	Increased
2073	Foundry Partners Minneapolis, Minnesota	$52M	-$541K	6	2.61%	Reduced
2074	Meridian Wealth Advisors Austin, Texas	$52M	-$992K	6	8.58%	Reduced
2075	Stoneridge Investment Partners Radnor, Pennsylvania	$51.9M	-$1.5M	9	18.56%	Reduced