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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	Portfolio Design Labs Encino, California	$41.4M	+$2.31M	6	11.56%	Increased
2202	1834 Investment Advisors Milwaukee, Wisconsin	$41.4M	-$2.65M	6	4.81%	Reduced
2203	McGuire Investment Group Wakefield, Rhode Island	$41.3M	-$730K	5	5.82%	Reduced
2204	Concentric Wealth Management Lafayette, California	$41.3M	-$738K	6	10.07%	Reduced
2205	Fort Point Capital Partners San Francisco, California	$41.3M	+$2.47M	6	5.09%	Increased
2206	McDonald Partners Cleveland, Ohio	$41.3M	+$61.8K	7	10.32%	Increased
2207	Avantax Planning Partners Dubuque, Iowa	$41.2M	-$9.7M	7	1.48%	Reduced
2208	Boyd Watterson Asset Management Cleveland, Ohio	$41.2M	-$418K	10	11.29%	Reduced
2209	BG BRX Global New York	$41.2M	$0	2	26.95%	Maintained
2210	Alliance Wealth Advisors (Utah) Centerville, Utah	$41.1M	+$623K	7	10.81%	Increased
2211	Embree Financial Group Chicago, Illinois	$41.1M	+$414K	6	7.32%	Increased
2212	Strategy Asset Managers Pasadena, California	$41M	-$3.39M	5	7.88%	Reduced
2213	Missouri Trust & Investment Company Springfield, Missouri	$41M	+$4.88M	10	14.32%	Increased
2214	Bank of New Hampshire Laconia, New Hampshire	$41M	+$123K	11	10.27%	Increased
2215	Kozak & Associates Highlands Ranch, Colorado	$41M	+$593K	9	9.68%	Increased
2216	Pavion Blue Capital Newport Beach, California	$40.8M	+$182K	6	19.01%	Increased
2217	L.J. Altfest & Co New York	$40.8M	-$5.41M	7	5.43%	Reduced
2218	Prelude Capital Management New York	$40.8M	+$960K	18	2.47%	Increased
2219	Benin Management Corp Wilton, Connecticut	$40.7M	+$2.29M	6	11.46%	Increased
2220	Horizon Investments Charlotte, North Carolina	$40.7M	-$8.54M	12	1.07%	Reduced
2221	L.M. Kohn & Company Cincinnati, Ohio	$40.6M	-$321K	7	10.3%	Reduced
2222	NatWest Group Edinburgh, Scotland, United Kingdom	$40.6M	+$2.96K	4	11.99%	Increased
2223	Miller Investment Management West Conshohocken, Pennsylvania	$40.5M	+$12.5M	6	4.22%	Increased
2224	NBW Capital Boston, Massachusetts	$40.5M	+$1.49M	3	7.64%	Increased
2225	Callan Capital La Jolla, California	$40.5M	+$9.9M	7	2.83%	Increased