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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	Avidian Wealth Enterprises Houston, Texas	$32.3M	-$1.66M	9	2.48%	Reduced
2127	MJP Michael J. Puzo	$32.3M	-$2.28M	3	10.04%	Reduced
2128	Westover Capital Advisors Wilmington, Delaware	$32.3M	+$2.36M	5	10.37%	Increased
2129	FPFS First Personal Financial Services Charlotte, North Carolina	$32.2M	+$80.9K	7	8.23%	Increased
2130	Whitegate Investment Counselors Concord, New Hampshire	$32.2M	-$391K	8	4.57%	Reduced
2131	Pensionfund DSM Netherlands Sittard, Netherlands	$32.2M	-$1.67M	3	4.14%	Reduced
2132	Old Second National Bank of Aurora Aurora, Illinois	$32.1M	-$991K	8	8.82%	Reduced
2133	Ninety One Cape Town, South Africa	$32.1M	+$1.58M	5	11.74%	Increased
2134	Canal Insurance Company Greenville, South Carolina	$32.1M	-$635K	2	11.28%	Reduced
2135	Simplicity Solutions Minneapolis, Minnesota	$32.1M	+$4.55M	9	6.34%	Increased
2136	CFSG Community Financial Services Group Newport, Vermont	$32M	+$100K	5	8.94%	Increased
2137	Stoneridge Investment Partners Radnor, Pennsylvania	$32M	-$2.43M	7	15.57%	Reduced
2138	TRUE Private Wealth Advisors Salem, Oregon	$32M	+$80.9K	7	4.76%	Increased
2139	Jupiter Wealth Management Glendale, Colorado	$32M	-$1.55M	7	15.31%	Reduced
2140	Calixto Global Investors Coral Gables, Florida	$31.9M	+$15M	2	18.75%	Increased
2141	WCM Woodson Capital Management Greenwich, Connecticut	$31.7M	-$11.7M	1	2.04%	Reduced
2142	KCM Karp Capital Management Sausalito, California	$31.7M	+$2.02M	6	4.69%	Increased
2143	Rice Hall James & Associates San Diego, California	$31.6M	+$25.1M	4	1.12%	Increased
2144	Central Asset Investments & Management Holdings Hong Kong	$31.5M	+$12.3M	4	11.81%	Increased
2145	Valmark Advisers Akron, Ohio	$31.5M	+$1.48M	10	0.58%	Increased
2146	McDonald Partners Cleveland, Ohio	$31.4M	+$159K	7	7.42%	Increased
2147	LJHT Laurie J. Hall Trustee	$31.3M	-$994K	11	11.8%	Reduced
2148	9258 Wealth Management Blue Ash, Ohio	$31.3M	+$1.03M	9	8.41%	Increased
2149	Fernwood Investment Management Quincy, Massachusetts	$31.2M	+$658K	10	10.33%	Increased
2150	Forvis Mazars Wealth Advisors Springfield, Missouri	$31.2M	-$2.5M	6	1.45%	Reduced