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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	FAS Wealth Partners Leawood, Kansas	$37.8M	+$1.77M	8	3.59%	Increased
2102	Berkshire Bank Pittsfield, Massachusetts	$37.7M	-$380K	6	9.99%	Reduced
2103	Alpha Capital Management Austin, Texas	$37.6M	-$1.53M	6	7.78%	Reduced
2104	Marietta Investment Partners Milwaukee, Wisconsin	$37.6M	+$2.29M	6	9.37%	Increased
2105	McDonough Capital Management Orlando, Florida	$37.6M	-$51.3K	3	32.48%	Reduced
2106	LJHT Laurie J. Hall Trustee	$37.6M	+$446K	11	14.4%	Increased
2107	Delta Investment Management San Francisco, California	$37.5M	-$2.14M	5	9.31%	Reduced
2108	Vista Equity Partners Management San Francisco, California	$37.5M	-$32M	3	0.92%	Reduced
2109	WealthPLAN Partners Omaha, Nebraska	$37.5M	+$502K	7	3.86%	Increased
2110	Glen Eagle Advisors Kingston, New Jersey	$37.5M	-$923K	15	7.8%	Reduced
2111	Providence Capital Advisors Charlotte, North Carolina	$37.5M	+$230K	8	9%	Increased
2112	Hawk Ridge Capital Management Los Angeles, California	$37.5M	-$44.2M	2	2.15%	Reduced
2113	JGP Wealth Management Bend, Oregon	$37.5M	-$128K	6	5.56%	Reduced
2114	TRUE Private Wealth Advisors Salem, Oregon	$37.5M	-$601K	7	4.74%	Reduced
2115	SIM SW Investment Management Telluride, Colorado	$37.5M	-$6.99M	1	12.91%	Reduced
2116	UG Investment Advisers Taipei, Taiwan	$37.3M	+$37M	2	11.79%	Increased
2117	Apollon Financial Mount Pleasant, South Carolina	$37.3M	+$35.3M	5	14.71%	New
2118	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$37.3M	-$2.65M	6	7.4%	Reduced
2119	Bank Hapoalim BM Tel Aviv, Israel	$37.3M	+$2.23M	9	5.1%	Increased
2120	Zhang Financial Portage, Michigan	$37.3M	+$1.93M	6	3.2%	Increased
2121	Pacifica Capital Investments Leander, Texas	$37.3M	-$13.9M	2	11.05%	Reduced
2122	WealthPlan Investment Management Omaha, Nebraska	$37.2M	+$508K	5	5.95%	Increased
2123	Sirios Capital Management Boston, Massachusetts	$37.2M	+$1.54M	3	7.58%	Increased
2124	Alaska Permanent Fund Juneau, Alaska	$37.1M	+$1.08M	6	0.61%	Increased
2125	Stoneridge Investment Partners Radnor, Pennsylvania	$37.1M	-$1.97M	4	15.6%	Reduced