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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
2076	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$46.1M	+$1.92M	5	8.14%	Increased
2077	Diversify Wealth Management Sandy, Utah	$46.1M	+$7.26M	7	4.4%	Increased
2078	SHFA SS&H Financial Advisors Troy, Michigan	$46M	+$1.91M	6	16.75%	Increased
2079	Lake Street Private Wealth Chicago, Illinois	$45.9M	-$21.7M	7	7.36%	Reduced
2080	Crestline Management Fort Worth, Texas	$45.9M	+$26.8M	10	2.39%	Increased
2081	Marietta Investment Partners Milwaukee, Wisconsin	$45.9M	-$179K	6	9.75%	Reduced
2082	Roberts Wealth Advisors Palo Alto, California	$45.9M	-$379K	6	14.84%	Reduced
2083	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$45.8M	+$420K	4	7.13%	Increased
2084	Waratah Capital Advisors Toronto, Ontario, Canada	$45.8M	-$27.1M	4	0.9%	Reduced
2085	Trust Point Inc La Crosse, Wisconsin	$45.7M	+$214K	6	3.43%	Increased
2086	Sandbox Financial Partners Bethesda, Maryland	$45.7M	+$2.85M	6	16.16%	Increased
2087	Caption Management Oklahoma City, Oklahoma	$45.6M	-$2.43M	6	0.73%	Reduced
2088	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$45.6M	-$21.1M	1	4.14%	Reduced
2089	Kadensa Capital Central, Hong Kong	$45.5M	-$14.1M	2	11.92%	Reduced
2090	Chemistry Wealth Management New York	$45.5M	+$514K	6	10.77%	Increased
2091	Kercheville Advisors San Antonio, Texas	$45.5M	-$1.48M	6	19.19%	Reduced
2092	MJP Michael J. Puzo	$45.5M	+$81.5K	4	11.89%	Increased
2093	Premier Fund Managers Guildford, United Kingdom	$45.5M	-$5.19M	3	1.61%	Reduced
2094	Clearstead Trust Portland, Maine	$45.4M	+$239K	7	10.87%	Increased
2095	Tenere Capital New York	$45.4M	-$16.2M	2	12.07%	Reduced
2096	Parkside Financial Bank & Trust Saint Louis, Missouri	$45.4M	+$459K	21	6.32%	Increased
2097	FAS Wealth Partners Leawood, Kansas	$45.3M	+$1.71M	8	3.6%	Increased
2098	Alpha Omega Wealth Management Richmond, Virginia	$45.2M	-$1.87M	7	8.29%	Reduced
2099	Oxler Private Wealth Rye Brook, New York	$45M	+$33.8K	5	15.69%	Increased
2100	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$45M	-$3.82M	2	11.23%	Reduced