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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	Wells Trecaso Financial Group Akron, Ohio	$26.5M	-$105K	4	13.72%	Reduced
2127	MGM Miura Global Management New York	$26.4M	-$23M	3	18.11%	Reduced
2128	ICA Group Wealth Management Denver, Colorado	$26.4M	-$73.7M	10	4.94%	Reduced
2129	Buckhead Capital Management Atlanta, Georgia	$26.4M	+$2.63M	6	6.54%	Increased
2130	JCIC Asset Management Toronto, Ontario, Canada	$26.4M	-$19.6M	5	14.19%	Reduced
2131	Soltis Investment Advisors St. George, Utah	$26.3M	-$636K	7	3.82%	Reduced
2132	Congress Park Capital Saratoga Springs, New York	$26.3M	+$241K	7	15.98%	Increased
2133	McDonough Capital Management Orlando, Florida	$26.3M	-$458K	3	29.04%	Reduced
2134	SKBA Capital Management San Francisco, California	$26.3M	+$3.18M	2	5.25%	Increased
2135	Ausdal Financial Partners Davenport, Iowa	$26.3M	+$5.72M	8	3.96%	Increased
2136	Kadensa Capital Central, Hong Kong	$26.3M	+$10.3M	1	9.97%	Increased
2137	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$26.2M	-$11.1M	6	3.28%	Reduced
2138	Bluegrass Capital Partners Palm Beach, Florida	$26.2M	+$6.3M	2	23.67%	Increased
2139	Westbourne Investment Advisors Annapolis, Maryland	$26.1M	-$1M	3	16.21%	Reduced
2140	Corbenic Partners Bethlehem, Pennsylvania	$26.1M	+$1.22M	10	6.87%	Increased
2141	Wealth Alliance Mellville, New York	$26.1M	+$8.46M	7	5%	Increased
2142	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$26M	-$2.2M	3	5.4%	Reduced
2143	CenterBook Partners Greenwich, Connecticut	$26M	+$15M	8	5.57%	Increased
2144	Kelleher Financial Advisors New York	$25.9M	+$3.36M	5	11.67%	Increased
2145	Perennial Investment Advisors Los Angeles, California	$25.9M	-$1.33M	7	10.11%	Reduced
2146	Alpha Capital Management Austin, Texas	$25.8M	+$2.18M	6	7.05%	Increased
2147	MJP Michael J. Puzo	$25.7M	-$65.6K	3	9.11%	Reduced
2148	AAM AO Asset Management New York	$25.7M	-$21.4M	5	17.71%	Reduced
2149	Financial Partners Group (Kansas) Overland Park, Kansas	$25.6M	+$568K	5	6.42%	Increased
2150	Sunbelt Securities Houston, Texas	$25.6M	+$2.62M	8	5.41%	Increased