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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
2101	HIC Harbor Island Capital Topsfield, Massachusetts	$12.5M	$0	3	12.92%	Maintained
2102	Martin Investment Management Palm Beach Gardens, Florida	$12.5M	-$936K	2	4.03%	Reduced
2103	Regal Investment Advisors Kentwood, Michigan	$12.5M	+$1.12M	6	2.75%	Increased
2104	CGM Centenus Global Management New York	$12.5M	+$4.93M	3	1.99%	Increased
2105	CFO4Life Group Coppell, Texas	$12.5M	-$509K	5	5.49%	Reduced
2106	Cutler Investment Counsel Jacksonville, Oregon	$12.5M	-$3.17M	3	2.69%	Reduced
2107	Eagle Capital Management (Louisiana) Mandeville, Louisiana	$12.5M	-$2.16M	3	9.38%	Reduced
2108	Harbour Capital Advisors Tysons Corner, Virginia	$12.4M	+$86.7K	9	6.18%	Increased
2109	KCP Kenmare Capital Partners New York	$12.4M	+$642K	1	17.51%	Increased
2110	Martin & Co Knoxville, Tennessee	$12.4M	-$125K	5	4.38%	Reduced
2111	Sumitomo Mitsui Financial Group Tokyo, Japan	$12.4M	+$5.96M	4	0.78%	Increased
2112	Mengis Capital Management Portland, Oregon	$12.4M	-$55.1K	3	7.87%	Reduced
2113	Avantax Planning Partners Dubuque, Iowa	$12.4M	-$48.1K	6	0.93%	Reduced
2114	Penbrook Management New York	$12.4M	-$791K	5	14.14%	Reduced
2115	LeJeune Puetz Investment Counsel Traverse City, Michigan	$12.4M	+$1.4M	7	7.72%	Increased
2116	Taylor Wealth Management Partners Boston, Massachusetts	$12.4M	-$788K	3	7.13%	Reduced
2117	Lincoln Capital Corp East Greenwich, Rhode Island	$12.3M	-$257K	3	11.37%	Reduced
2118	AMG National Trust Bank Greenwood Village, Colorado	$12.3M	-$2.52M	6	0.85%	Reduced
2119	Hilltop Holdings Dallas, Texas	$12.3M	-$3.28M	7	3.05%	Reduced
2120	All Terrain Financial Advisors Coon Rapids, Minnesota	$12.3M	+$933K	7	4.9%	Increased
2121	WoodTrust Financial Wisconsin Rapids, Wisconsin	$12.3M	+$1.7M	4	6.93%	Increased
2122	Beck Capital Management Austin, Texas	$12.3M	-$7.92M	3	10.51%	Reduced
2123	Cornerstone Advisory Hunt Valley, Maryland	$12.2M	+$983K	7	3.21%	Increased
2124	Capital Analysts LLC Fort Washington, Pennsylvania	$12.2M	+$377K	9	1.61%	Increased
2125	Newman Dignan & Sheerar Inc Providence, Rhode Island	$12.2M	+$54.2K	7	1.03%	Increased