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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	Aprio Wealth Management Atlanta, Georgia	$55.4M	+$8.99M	7	3.03%	Increased
2077	Patton Albertson Miller Group Chattanooga, Tennessee	$55.4M	+$8.47M	6	6.58%	Increased
2078	Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$55.3M	-$159K	6	15.84%	Reduced
2079	Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts	$55.3M	-$3.14M	4	36.46%	Reduced
2080	Sheets Smith Wealth Management Winston-Salem, North Carolina	$55.2M	-$5.15M	6	6.21%	Reduced
2081	Balboa Wealth Partners Scottsdale, Arizona	$55M	-$1.18M	9	9.23%	Reduced
2082	Hayek Kallen Investment Management Fairhope, Alabama	$54.9M	+$60.9M	6	17.89%	New
2083	Verity & Verity Beaufort, South Carolina	$54.9M	+$7.69M	6	4.09%	Increased
2084	Willis Investment Counsel Gainesville, Georgia	$54.8M	-$3.52M	5	2.99%	Reduced
2085	KAS Kemnay Advisory Services New York	$54.8M	+$5.32M	15	8.8%	Increased
2086	Bond Capital Management San Francisco, California	$54.8M	$0	1	49.89%	Maintained
2087	Suvretta Capital Management New York	$54.7M	-$142M	2	1.4%	Reduced
2088	Financial Partners Group (Kansas) Overland Park, Kansas	$54.7M	+$216K	5	6.55%	Increased
2089	GPC Guardian Point Capital Charlottesville, Virginia	$54.7M	+$5.5M	2	22.55%	Increased
2090	Wellington Shields & Co New York	$54.5M	-$399K	7	13.89%	Reduced
2091	Money Concepts Capital Palm Beach Gardens, Florida	$54.5M	+$577K	9	3.01%	Increased
2092	Strategic Global Advisors Newport Beach, California	$54.4M	-$1.44M	5	8.7%	Reduced
2093	L2 Asset Management Wayland, Massachusetts	$54.2M	+$3.2M	11	5.16%	Increased
2094	Greatmark Investment Partners Columbus, Georgia	$54.2M	+$405K	7	6.35%	Increased
2095	MA Menlo Advisors Menlo Park, California	$54.2M	$0	4	24.35%	Maintained
2096	JLB & Associates Plymouth, Michigan	$54.2M	+$771K	3	7.78%	Increased
2097	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$54.2M	-$490K	5	8.34%	Reduced
2098	Huntleigh Advisors St. Louis, Missouri	$54.1M	-$3.65M	10	9.25%	Reduced
2099	Consilio Wealth Advisors Bellevue, Washington	$54M	+$2.65M	7	15.76%	Increased
2100	Lone Pine Capital Greenwich, Connecticut	$53.9M	-$1.1B	1	0.43%	Reduced