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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	Peninsula Wealth San Francisco, California	$28.9M	-$1.85M	2	10.34%	Reduced
2102	Archon Capital Management Seattle, Washington	$28.8M	+$25.3M	1	4.15%	New
2103	SKBA Capital Management San Francisco, California	$28.8M	+$8.06M	2	4.58%	Increased
2104	Union Heritage Capital Bloomfield Hills, Michigan	$28.8M	+$28.3M	4	14.33%	New
2105	Avitas Wealth Management Los Angeles, California	$28.7M	+$75.8K	7	5.62%	Increased
2106	Visionary Wealth Advisors O'fallon, Illinois	$28.6M	-$475K	6	3.01%	Reduced
2107	Absher Wealth Management Chapel Hill, North Carolina	$28.5M	-$420K	5	5.4%	Reduced
2108	Strategy Asset Managers Pasadena, California	$28.5M	-$1.67M	5	6.54%	Reduced
2109	Harbour Capital Advisors Tysons Corner, Virginia	$28.5M	+$20.2M	8	8.39%	Increased
2110	FVCM F&V Capital Management Boca Raton, Florida	$28.5M	-$820K	4	10.64%	Reduced
2111	Liberty Capital Management Birmingham, Michigan	$28.5M	+$11M	5	9.82%	Increased
2112	DA DSC Advisors Chicago, Illinois	$28.4M	+$2.75M	6	17.6%	Increased
2113	WoodTrust Financial Wisconsin Rapids, Wisconsin	$28.4M	-$260K	5	8.36%	Reduced
2114	Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$28.4M	-$914K	14	9.16%	Reduced
2115	Baker Ellis Asset Management Vancouver, Washington	$28.4M	+$583K	7	6.13%	Increased
2116	FIM FWL Investment Management Dallas, Texas	$28.4M	+$1.8M	6	19.11%	Increased
2117	Ibex Investors Denver, Colorado	$28.3M	-$1.78M	4	9.72%	Reduced
2118	Graham Capital Management Rowayton, Connecticut	$28.3M	-$17.5M	1	1.26%	Reduced
2119	Cadinha & Co Honolulu, Hawaii	$28.3M	-$31.7M	4	4.07%	Reduced
2120	Whitegate Investment Counselors Concord, New Hampshire	$28.3M	-$140K	7	4.31%	Reduced
2121	Ashton Thomas Private Wealth Scottsdale, Arizona	$28.2M	-$75.7K	8	4.78%	Reduced
2122	Brandes Investment Partners La Jolla, California	$28.2M	-$36.7M	4	0.67%	Reduced
2123	Kadensa Capital Central, Hong Kong	$28.2M	+$16.7M	2	14.56%	Increased
2124	Soundmark Wealth Management Kirkland, Washington	$28.2M	-$442K	3	15.45%	Reduced
2125	Atom Investors Austin, Texas	$28.1M	+$1.5M	4	4.71%	Increased