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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
2176	Parsifal Capital Management Greenwich, Connecticut	$46.7M	-$20.4M	1	3.9%	Reduced
2177	Asset Dedication LLC San Francisco, California	$46.7M	-$10.1M	18	3.68%	Reduced
2178	NFJ Investment Group Dallas, Texas	$46.7M	+$5.25M	3	1.5%	Increased
2179	Resonant Capital Advisors Madison, Wisconsin	$46.6M	+$865K	7	3.4%	Increased
2180	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$46.6M	-$1.49M	4	1.96%	Reduced
2181	SFE Investment Counsel Los Angeles, California	$46.5M	+$936K	5	9.88%	Increased
2182	Perseverance Asset Management International George Town, Cayman Islands	$46.5M	+$28.2M	2	6.27%	Increased
2183	McKinley Carter Wealth Services Wheeling, West Virginia	$46.5M	+$125K	6	2.84%	Increased
2184	Weik Capital Management Wyomissing, Pennsylvania	$46.4M	-$243K	5	18.89%	Reduced
2185	Alpha Omega Wealth Management Richmond, Virginia	$46.3M	-$548K	7	8.78%	Reduced
2186	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$46.3M	-$471K	2	12.26%	Reduced
2187	CV Advisors Aventura, Florida	$46.3M	+$13.7M	4	16.11%	Increased
2188	SimplyRich Carlsbad, California	$46.3M	+$73K	7	13.2%	Increased
2189	Hamilton Capital Partners Atlanta, Georgia	$46.2M	+$45.3M	4	28.87%	New
2190	Confluence Wealth Services Mcmurray, Pennsylvania	$46.2M	+$601K	7	3.01%	Increased
2191	Delta Investment Management San Francisco, California	$46.2M	-$1.38M	6	9%	Reduced
2192	Westbourne Investment Advisors Annapolis, Maryland	$46.1M	+$311K	4	15.78%	Increased
2193	Heirloom Wealth Management Greenwood Village, Colorado	$46M	-$1.34M	4	13.8%	Reduced
2194	Wittenberg Investment Management Carlisle, Massachusetts	$46M	-$6.26M	4	18.05%	Reduced
2195	Argonautica Private Wealth Management Wellesley, Massachusetts	$46M	-$318K	6	14.85%	Reduced
2196	Sage Capital Advisors Sioux Falls, South Dakota	$46M	+$157K	4	11.96%	Increased
2197	HH HWG Holdings Houston, Texas	$45.9M	-$962K	3	15.03%	Reduced
2198	Fort Point Capital Partners San Francisco, California	$45.7M	+$717K	6	4.98%	Increased
2199	Avidian Wealth Enterprises Houston, Texas	$45.7M	+$744K	7	2.06%	Increased
2200	Cutler Investment Counsel Jacksonville, Oregon	$45.7M	-$689K	5	5.69%	Reduced