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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
2151	Lakehouse Capital Sydney NSW, Australia	$36.3M	-$2.7M	3	29.04%	Reduced
2152	FPFS First Personal Financial Services Charlotte, North Carolina	$36.3M	-$520K	8	8.83%	Reduced
2153	Draper Asset Management Smithtown, New York	$36.3M	-$166K	4	34.16%	Reduced
2154	Lawson Kroeker Investment Management Omaha, Nebraska	$36.2M	-$2.39M	3	7.43%	Reduced
2155	Cherry Creek Investment Advisors Englewood, Colorado	$36.2M	+$1.61M	9	22.09%	Increased
2156	Westover Capital Advisors Wilmington, Delaware	$36.1M	+$1.29M	6	11.76%	Increased
2157	Randolph Company Cincinnati, Ohio	$36.1M	-$21.2M	2	4.8%	Reduced
2158	In-Depth Partners Miami, Florida	$36.1M	$0	4	31.52%	Maintained
2159	Fernwood Investment Management Quincy, Massachusetts	$36M	+$1.1M	9	11.86%	Increased
2160	Decatur Capital Management Decatur, Georgia	$36M	+$1.07M	3	21.55%	Increased
2161	Grove Bank & Trust Miami, Florida	$35.9M	+$2.89M	10	6.61%	Increased
2162	TLW Wealth Management Indian Rocks Beach, Florida	$35.9M	-$640K	3	25.57%	Reduced
2163	Fifth Third Wealth Advisors Cincinnati, Ohio	$35.9M	+$4.38M	6	11.65%	Increased
2164	9258 Wealth Management Blue Ash, Ohio	$35.8M	+$292K	7	6.3%	Increased
2165	Portfolio Design Labs Encino, California	$35.8M	+$33.9M	7	13.57%	New
2166	Glassman Wealth Services Vienna, Virginia	$35.8M	-$66K	21	5.07%	Reduced
2167	Canal Insurance Company Greenville, South Carolina	$35.7M	-$1.92M	3	9.88%	Reduced
2168	RAM Investment Partners Bellevue, Washington	$35.7M	+$6.34M	5	12.45%	Increased
2169	Sentry Investment Management Stevens Point, Wisconsin	$35.7M	+$299K	10	15.32%	Increased
2170	Trust Point Inc La Crosse, Wisconsin	$35.6M	+$33.8M	6	2.95%	New
2171	Consolidated Investment Group Englewood, Colorado	$35.6M	-$997K	4	6.28%	Reduced
2172	Long Road Investment Counsel Kalamazoo, Michigan	$35.6M	+$11.3M	4	14.78%	Increased
2173	CC Codex Capital New York	$35.6M	-$878K	6	20.75%	Reduced
2174	Pinnacle Wealth Planning Services Mansfield, Ohio	$35.6M	-$71.8K	9	5.59%	Reduced
2175	Poplar Forest Capital Pasadena, California	$35.6M	-$20.7M	3	5.17%	Reduced