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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
2126	Capital Asset Advisory Services Williamston, Michigan	$28.1M	+$10.5M	13	4.19%	Increased
2127	West Coast Financial Santa Barbara, California	$28.1M	+$677K	5	4.88%	Increased
2128	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$28.1M	-$1.27M	7	7.99%	Reduced
2129	TRUE Private Wealth Advisors Salem, Oregon	$28M	+$3.07M	7	4.52%	Increased
2130	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$28M	+$42.7K	4	9.49%	Increased
2131	Arden Trust Wilmington, Delaware	$28M	-$1.6M	12	4.71%	Reduced
2132	Parkside Investments Deerfield, Illinois	$27.9M	+$1.35M	4	5.81%	Increased
2133	LJHT Laurie J. Hall Trustee	$27.9M	-$1.28M	11	10.71%	Reduced
2134	Cooper Financial Group Irvine, California	$27.9M	-$5.27M	8	6.3%	Reduced
2135	FPFS First Personal Financial Services Charlotte, North Carolina	$27.8M	-$1.63M	7	7.61%	Reduced
2136	Krilogy Financial St. Louis, Missouri	$27.8M	+$3.3M	8	2.94%	Increased
2137	Sitrin Capital Management Century City, California	$27.8M	+$2.47M	5	13.18%	Increased
2138	Tiger Pacific Capital New York	$27.8M	-$15.7M	1	5.02%	Reduced
2139	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$27.7M	+$18.4M	4	6.24%	Increased
2140	McIlrath & Eck Arlington, Washington	$27.6M	-$4.76M	15	9.61%	Reduced
2141	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$27.5M	-$8.25M	6	8.52%	Reduced
2142	McDonald Partners Cleveland, Ohio	$27.5M	+$2.06M	7	7.06%	Increased
2143	CFSG Community Financial Services Group Newport, Vermont	$27.4M	-$595K	5	8.12%	Reduced
2144	LCM Lionstone Capital Management New York	$27.4M	+$1.91M	1	6.99%	Increased
2145	BCP Berylson Capital Partners Boston, Massachusetts	$27.4M	-$4.33M	2	6.66%	Reduced
2146	HRC Hoertkorn Richard Charles	$27.3M	-$301K	6	13.48%	Reduced
2147	Virtue Capital Management Brentwood, Tennessee	$27.3M	-$1.14M	9	6.43%	Reduced
2148	Univest Financial Souderton, Pennsylvania	$27.3M	+$7.18M	3	7.69%	Increased
2149	Hollencrest Capital Management Newport Beach, California	$27.2M	-$105K	8	2.58%	Reduced
2150	Oakview Capital Management Dallas, Texas	$27.2M	-$9.9M	2	9.88%	Reduced