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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	MJP Michael J. Puzo	$47.5M	-$1.93M	4	13.29%	Reduced
2152	Nicolet Advisory Services Green Bay, Wisconsin	$47.5M	+$1.04M	6	4.36%	Increased
2153	Lingotto Investment Management London, United Kingdom	$47.5M	-$11.2M	2	1.27%	Reduced
2154	Mission Creek Capital Partners San Francisco, California	$47.5M	+$9.7M	8	10.35%	Increased
2155	Rockline Wealth Management Plainview, New York	$47.4M	+$1.38M	6	12.67%	Increased
2156	Capital & Planning LLC Jonesboro, Georgia	$47.4M	+$45.4M	6	34.66%	New
2157	MONECO Advisors Fairfield, Connecticut	$47.4M	+$5.84M	6	5%	Increased
2158	Wolverine Asset Management Chicago, Illinois	$47.4M	+$18.4M	13	0.47%	Increased
2159	Formidable Asset Management Cincinnati, Ohio	$47.3M	+$902K	8	7.78%	Increased
2160	Unio Capital Princeton, New Jersey	$47.3M	+$9.12M	3	16.93%	Increased
2161	MPM MBB Public Markets Chicago, Illinois	$47.2M	+$25M	3	4.39%	Increased
2162	Davis Rea Toronto, Ontario, Canada	$47.2M	-$29.8M	5	23.91%	Reduced
2163	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$47.2M	-$58K	4	7.4%	Reduced
2164	Wright Investors Service Shelton, Connecticut	$47.1M	-$9.33M	6	15.3%	Reduced
2165	Wealth Alliance Mellville, New York	$47.1M	-$448K	9	5.63%	Reduced
2166	Orion Investment Company St. Louis, Missouri	$47M	+$221K	4	18.74%	Increased
2167	Relyea Zuckerberg Hanson Stamford, Connecticut	$47M	+$14.5M	8	6.32%	Increased
2168	Wilsey Asset Management San Diego, California	$47M	+$23K	1	8.71%	Increased
2169	Bay Colony Advisors Concord, Massachusetts	$47M	+$105K	6	6.96%	Increased
2170	Destiny Wealth Partners Tavares, Florida	$46.9M	+$2.09M	5	7.67%	Increased
2171	Camden National Bank Camden, Maine	$46.9M	-$737K	6	7.02%	Reduced
2172	EFG Asset Management Portland, Oregon	$46.9M	+$3.98M	5	6.41%	Increased
2173	ECM EagleClaw Capital Management Boston, Massachusetts	$46.9M	+$974K	6	7.43%	Increased
2174	SWK Stephen W. Kidder	$46.8M	-$20.4K	4	14.09%	Reduced
2175	Spectrum Wealth Counsel Indianapolis, Indiana	$46.8M	-$312K	7	5.49%	Reduced