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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	Valley National Advisers Bethlehem, Pennsylvania	$14.8M	-$1.21M	13	4.23%	Reduced
2102	CIM CIM Investment Management Pittsburgh, Pennsylvania	$14.8M	+$1.83M	7	5.67%	Increased
2103	PT Plimoth Trust Plymouth, Massachusetts	$14.7M	+$1.36M	6	4.9%	Increased
2104	Mirador Capital Partners Pleasanton, California	$14.7M	+$1.3M	8	7.99%	Increased
2105	Avantax Planning Partners Dubuque, Iowa	$14.7M	+$232K	6	1.02%	Increased
2106	Leonard Green & Partners Los Angeles, California	$14.7M	+$1.16M	2	1.4%	Increased
2107	HeadInvest LLC Portland, Maine	$14.7M	-$14.8M	6	4.12%	Reduced
2108	Choreo LLC Rockford, Illinois	$14.7M	+$599K	7	1.8%	Increased
2109	Penbrook Management New York	$14.7M	+$262K	6	15.25%	Increased
2110	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$14.7M	+$868K	4	3.24%	Increased
2111	CWM Catamount Wealth Management Westport, Connecticut	$14.7M	+$3.27M	4	8.34%	Increased
2112	HIC Harbor Island Capital Topsfield, Massachusetts	$14.6M	$0	3	13.72%	Maintained
2113	Lourd Capital Beverly Hills, California	$14.6M	-$3.45M	6	1.43%	Reduced
2114	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$14.6M	+$5.34M	6	1.33%	Increased
2115	LeJeune Puetz Investment Counsel Traverse City, Michigan	$14.6M	+$15.2K	7	7.94%	Increased
2116	III Independent Investors Inc Nesconset, New York	$14.6M	-$445K	5	5.69%	Reduced
2117	Naples Global Advisors Naples, Florida	$14.6M	+$393K	6	3.73%	Increased
2118	Tandem Investment Advisors Charleston, South Carolina	$14.6M	+$1.28M	2	3.21%	Increased
2119	Cornerstone Advisory Hunt Valley, Maryland	$14.5M	+$48.3K	7	3.2%	Increased
2120	Golden State Wealth Management Santa Ana, California	$14.5M	+$13.7M	16	4.86%	New
2121	HH HWG Holdings Houston, Texas	$14.5M	+$7.19M	4	14.51%	Increased
2122	Parkside Investments Deerfield, Illinois	$14.5M	+$3.6M	5	3.96%	Increased
2123	Old Dominion Capital Management Charlottesville, Virginia	$14.5M	-$159K	6	4.96%	Reduced
2124	Nixon Peabody Trust Boston, Massachusetts	$14.5M	+$1.51M	4	9.5%	Increased
2125	KCM Karp Capital Management Sausalito, California	$14.5M	+$2.07M	5	5.15%	Increased