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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	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$25.5M	+$222K	3	5.24%	Increased
2202	JWCA J.W. Coons Advisors Columbus, Ohio	$25.5M	-$10.7K	6	7.31%	Reduced
2203	Westover Capital Advisors Wilmington, Delaware	$25.5M	+$360K	4	9.43%	Increased
2204	Heron Bay Capital Management Bloomfield Hills, Michigan	$25.4M	+$2.85M	5	9.88%	Increased
2205	BBR Partners New York	$25.4M	+$898K	6	2.93%	Increased
2206	Argonautica Private Wealth Management Wellesley, Massachusetts	$25.4M	-$2.23M	5	12.79%	Reduced
2207	Executive Wealth Management Brighton, Michigan	$25.3M	+$1.52M	4	2.81%	Increased
2208	American Investment Services Great Barrington, Massachusetts	$25.3M	$0	5	5.21%	Maintained
2209	Private Capital Advisors Darien, Connecticut	$25.3M	-$7.97M	4	4.77%	Reduced
2210	Selway Asset Management	$25.3M	+$2.91M	4	12.14%	Increased
2211	Unio Capital Princeton, New Jersey	$25.3M	-$86.2K	3	13.54%	Reduced
2212	Premier Fund Managers Guildford, United Kingdom	$25.2M	+$12.6M	2	1%	Increased
2213	Cabot Wealth Management Salem, Massachusetts	$25.2M	+$263K	6	3.98%	Increased
2214	Keel Point Huntsville, Alabama	$25.2M	+$853K	6	3.63%	Increased
2215	Gibraltar Capital Management Tulsa, Oklahoma	$25.1M	-$83.4K	4	11.73%	Reduced
2216	Allied Investment Advisors Billings, Montana	$25.1M	+$407K	3	7.78%	Increased
2217	Blume Capital Management Berkeley, California	$25M	-$1.39M	9	7.92%	Reduced
2218	Dividend Assets Capital Ridgeland, South Carolina	$25M	$0	8	5.3%	Maintained
2219	MIG Capital Newport Beach, California	$25M	-$10.7M	1	4.32%	Reduced
2220	Frisch Financial Group Melville, New York	$25M	+$694K	5	9.68%	Increased
2221	Knollwood Investment Advisory Hunt Valley, Maryland	$24.9M	+$205K	6	4.83%	Increased
2222	Broadleaf Partners Hudson, Ohio	$24.9M	-$547K	3	8.89%	Reduced
2223	Frank Rimerman Advisors Palo Alto, California	$24.9M	+$235K	7	6.89%	Increased
2224	Hodges Capital Management Dallas, Texas	$24.9M	+$3.87M	5	2.04%	Increased
2225	Strong Tower Advisory Services Minneapolis, Minnesota	$24.9M	+$1.32M	3	13.12%	Increased