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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	Stockman Wealth Management Billings, Montana	$37M	-$678K	6	7.54%	Reduced
2102	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$37M	-$454K	2	8.62%	Reduced
2103	Alpha Omega Wealth Management Richmond, Virginia	$36.9M	-$530K	8	5.67%	Reduced
2104	Capula Management Grand Cayman, Cayman Islands	$36.9M	-$96.1M	3	0.78%	Reduced
2105	KLCM Advisors Milwaukee, Wisconsin	$36.8M	-$1.24M	6	8.02%	Reduced
2106	LMR Partners London, United Kingdom	$36.8M	-$28.1M	6	0.38%	Reduced
2107	Bridgewater Advisors New York	$36.8M	-$885K	9	8.1%	Reduced
2108	Dividend Assets Capital Ridgeland, South Carolina	$36.8M	-$5.02M	9	6.82%	Reduced
2109	Asset Dedication LLC San Francisco, California	$36.6M	+$1.04M	19	4.41%	Increased
2110	Sigma Investment Counselors Northville, Michigan	$36.6M	-$613K	6	2.56%	Reduced
2111	Bright Rock Capital Management Hanover, Massachusetts	$36.6M	+$3.24M	2	8.31%	Increased
2112	Edgestream Partners Princeton, New Jersey	$36.6M	+$14.2M	8	2.28%	Increased
2113	Titleist Capital San Antonio, Texas	$36.5M	+$38.9M	7	7.02%	New
2114	CCM Conway Capital Management Burbank, California	$36.5M	+$1.37M	8	21.44%	Increased
2115	Donor Advised Charitable Giving San Francisco, California	$36.5M	-$26.1M	4	3.51%	Reduced
2116	Woodmont Investment Counsel Nashville, Tennessee	$36.4M	+$1.07M	5	4.65%	Increased
2117	Manchester Capital Management Manchester, Vermont	$36.3M	-$3.33M	16	4.76%	Reduced
2118	Personal CFO Solutions Chester, New Jersey	$36.3M	+$1.5M	8	6.8%	Increased
2119	FPFS First Personal Financial Services Charlotte, North Carolina	$36.3M	-$344K	8	8.13%	Reduced
2120	Saber Capital Management Fuquay Varina, North Carolina	$36.2M	+$37.1M	3	28.62%	New
2121	HeadInvest LLC Portland, Maine	$36.2M	+$469K	6	6.42%	Increased
2122	Canal Insurance Company Greenville, South Carolina	$36.2M	-$118K	3	10.59%	Reduced
2123	Welch Capital Partners Harrison, New York	$36.2M	+$1.64M	4	7.96%	Increased
2124	Abacus Planning Group Columbia, South Carolina	$36M	+$970K	7	9.63%	Increased
2125	TEC Tiger Eye Capital Nashville, Tennessee	$36M	+$8.69M	3	9.91%	Increased