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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
2201	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$33.3M	+$516K	5	7.92%	Increased
2202	Soltis Investment Advisors St. George, Utah	$33.3M	-$229K	7	4.69%	Reduced
2203	Cozad Asset Management Champaign, Illinois	$33.3M	-$1.01M	7	4.71%	Reduced
2204	Tenere Capital New York	$33.2M	+$33.8M	3	13.18%	New
2205	Harbour Investment Management Edmonds, Washington	$33.1M	-$787K	4	15.08%	Reduced
2206	Consolidated Investment Group Englewood, Colorado	$33.1M	$0	4	5.24%	Maintained
2207	EFG Asset Management Portland, Oregon	$33.1M	+$32.9M	3	4.31%	New
2208	Security National Bank Omaha, Nebraska	$33M	-$734K	5	7.48%	Reduced
2209	Trust Company of Kansas Wichita, Kansas	$33M	-$7.54M	5	17.5%	Reduced
2210	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$33M	+$483K	7	7.76%	Increased
2211	Ashford Capital Management Wilmington, Delaware	$33M	-$2.05M	5	3.29%	Reduced
2212	Krilogy Financial St. Louis, Missouri	$33M	-$2.09M	7	3.32%	Reduced
2213	Blackhill Capital Morristown, New Jersey	$33M	$0	4	2.82%	Maintained
2214	CSNH Crow's Nest Holdings Richmond, Virginia	$32.9M	+$34.4M	3	25.46%	New
2215	Gordian Capital (Singapore) Singapore	$32.9M	+$33.7M	7	26.26%	New
2216	Alpha Capital Management Austin, Texas	$32.9M	+$1.06M	6	7.26%	Increased
2217	Prelude Capital Management New York	$32.8M	+$5.58M	14	0.84%	Increased
2218	BNC Wealth Management Beaverton, Oregon	$32.8M	+$1.72M	4	15.54%	Increased
2219	Kavar Capital Partners Group Leawood, Kansas	$32.8M	+$443K	5	6.82%	Increased
2220	Delta Investment Management San Francisco, California	$32.8M	-$10.8K	5	9.43%	Reduced
2221	Fort Point Capital Partners San Francisco, California	$32.8M	+$1.83M	6	4.4%	Increased
2222	Meridian Wealth Advisors Austin, Texas	$32.7M	+$362K	5	7.96%	Increased
2223	Jupiter Wealth Management Glendale, Colorado	$32.7M	-$2.56M	5	16.96%	Reduced
2224	Magnolia Capital Advisors Jackson, Mississippi	$32.7M	-$3.47M	7	9.58%	Reduced
2225	WealthSource Partners San Luis Obispo, California	$32.6M	-$2.04M	9	2.61%	Reduced