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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	Winch Advisory Services Appleton, Wisconsin	$50.7M	-$735K	10	12.38%	Reduced
2127	Alpha Omega Wealth Management Richmond, Virginia	$50.6M	-$1.01M	7	9.06%	Reduced
2128	Advisornet Financial Minnetonka, Minnesota	$50.5M	-$1.06M	22	3.26%	Reduced
2129	MAM Mystic Asset Management Warwick, Rhode Island	$50.5M	+$8.71K	8	12.22%	Increased
2130	Bornite Capital Management New York	$50.5M	+$26.3M	2	5.06%	Increased
2131	Gavilan Investment Partners Burlingame, California	$50.5M	$0	1	12.13%	Maintained
2132	VST Van Strum & Towne San Francisco, California	$50.5M	-$611K	6	15.92%	Reduced
2133	Relyea Zuckerberg Hanson Stamford, Connecticut	$50.4M	+$1.84M	8	5.91%	Increased
2134	Beverly Hills Private Wealth Beverly Hills, California	$50.4M	+$253K	12	9.44%	Increased
2135	JGP Wealth Management Bend, Oregon	$50.4M	+$356K	6	6.1%	Increased
2136	Lingotto Investment Management London, United Kingdom	$50.4M	-$7.6M	3	1.07%	Reduced
2137	Brown Shipley & Co London, United Kingdom	$50.3M	-$4.59M	6	27.68%	Reduced
2138	Catalyst Financial Partners Boston, Massachusetts	$50.3M	+$3.84M	8	5.49%	Increased
2139	Bearing Point Capital Bloomington, Minnesota	$50.2M	+$2.05M	6	9.24%	Increased
2140	Paragon Capital Management (Colorado) Denver, Colorado	$50.2M	-$48.7K	7	9.1%	Reduced
2141	BWCP LP Dallas, Texas	$50.2M	+$44.5M	2	8.2%	New
2142	Hanson & Doremus Investment Management Burlington, Vermont	$50.1M	-$1.75M	10	6.71%	Reduced
2143	Alpha Capital Management Austin, Texas	$50.1M	-$280K	7	8.63%	Reduced
2144	Capital & Planning LLC Jonesboro, Georgia	$50.1M	+$141K	3	34.01%	Increased
2145	Family Management New York	$50.1M	-$2.88M	7	7.49%	Reduced
2146	McRae Capital Management Morristown, New Jersey	$50M	+$2.62M	6	10.25%	Increased
2147	Security National Bank Omaha, Nebraska	$50M	-$133K	8	8.66%	Reduced
2148	Oxler Private Wealth Rye Brook, New York	$50M	-$326K	5	15.72%	Reduced
2149	Financial Advocates Investment Management Olympia, Washington	$50M	+$997K	11	4.07%	Increased
2150	Wealth Alliance Mellville, New York	$50M	-$1.92M	10	5.58%	Reduced