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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	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$32.2M	-$3.98M	1	8.04%	Reduced
2102	Vishria Bird Financial Group Memphis, Tennessee	$32.2M	-$5.97M	5	16.88%	Reduced
2103	Welch Capital Partners Harrison, New York	$32.1M	-$14.5M	4	7.79%	Reduced
2104	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$32.1M	-$30.2M	4	1.99%	Reduced
2105	Personal CFO Solutions Chester, New Jersey	$32.1M	+$1.27M	8	6.58%	Increased
2106	9258 Wealth Management Blue Ash, Ohio	$32.1M	-$265K	9	8.56%	Reduced
2107	Frisch Financial Group Melville, New York	$32.1M	-$11.2M	5	10.69%	Reduced
2108	Live Oak Private Wealth Wilmington, North Carolina	$32M	+$1.1M	5	6.49%	Increased
2109	Cornerstone Wealth Group Huntersville, North Carolina	$31.9M	+$1.31M	6	5.64%	Increased
2110	Davis Rea Toronto, Ontario, Canada	$31.9M	+$811K	4	15.61%	Increased
2111	Hohimer Wealth Management Seattle, Washington	$31.9M	-$7.84M	4	6.69%	Reduced
2112	Atlas Capital Advisors Jackson, Wyoming	$31.9M	-$7.23M	12	5.12%	Reduced
2113	Sahana Capital Management Greenwich, Connecticut	$31.9M	-$30.5M	1	3.64%	Reduced
2114	Cozad Asset Management Champaign, Illinois	$31.9M	-$2.61M	7	4.96%	Reduced
2115	Novo Holdings A/S Hellerup, Denmark	$31.8M	$0	1	1.65%	Maintained
2116	Thomas White International Chicago, Illinois	$31.8M	-$4.17M	6	4.62%	Reduced
2117	Royal Fund Management Lady Lake, Florida	$31.8M	+$2.51M	9	4.63%	Increased
2118	HeadInvest LLC Portland, Maine	$31.7M	-$260K	6	6.01%	Reduced
2119	True North Advisors Dallas, Texas	$31.7M	+$6.15M	4	6.24%	Increased
2120	Archon Capital Management Seattle, Washington	$31.6M	+$2.46M	1	4.47%	Increased
2121	SFE Investment Counsel Los Angeles, California	$31.6M	-$1.58M	7	8.86%	Reduced
2122	Steel Grove Capital Advisors Memphis, Tennessee	$31.6M	+$6.17M	5	7.17%	Increased
2123	CFSG Community Financial Services Group Newport, Vermont	$31.6M	-$1.42M	5	8.6%	Reduced
2124	WealthSource Partners San Luis Obispo, California	$31.5M	+$2.27M	9	2.76%	Increased
2125	Summit Financial Parsippany, New Jersey	$31.5M	+$23.3M	5	2.7%	Increased