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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	Cutler Investment Counsel Jacksonville, Oregon	$54M	-$1.29M	6	5.66%	Reduced
2202	Strategy Asset Managers Pasadena, California	$54M	-$1M	6	9.72%	Reduced
2203	MJP Michael J. Puzo	$53.9M	-$365K	4	14.7%	Reduced
2204	Genus Capital Management Vancouver, British Columbia, Canada	$53.8M	-$3.98M	8	6.24%	Reduced
2205	Glynn Capital Management Menlo Park, California	$53.7M	-$40M	6	16.96%	Reduced
2206	Patton Albertson Miller Group Chattanooga, Tennessee	$53.7M	+$465K	6	6.48%	Increased
2207	Draper Asset Management Smithtown, New York	$53.7M	-$1.22M	3	32.21%	Reduced
2208	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$53.6M	+$23M	7	1.86%	Increased
2209	Hood River Capital Management Palm Beach Gardens, Florida	$53.6M	+$3.44M	3	0.63%	Increased
2210	IIA IPG Investment Advisors San Diego, California	$53.5M	+$13.9M	8	9.55%	Increased
2211	Radnor Capital Management Wayne, Pennsylvania	$53.5M	+$1.43M	8	8.14%	Increased
2212	Glen Eagle Advisors Kingston, New Jersey	$53.5M	+$1.08M	15	7.43%	Increased
2213	Van Berkom & Associates Montreal, Quebec, Canada	$53.5M	+$12.3M	1	1.55%	Increased
2214	Bennett Selby Investments Falmouth, Maine	$53.4M	+$45.1K	4	17.66%	Increased
2215	SWK Stephen W. Kidder	$53.4M	-$728K	4	15.3%	Reduced
2216	Principal Street Partners Memphis, Tennessee	$53.3M	-$82.1M	7	8.51%	Reduced
2217	Missouri Trust & Investment Company Springfield, Missouri	$53.3M	+$108K	12	15.75%	Increased
2218	TLW Wealth Management Indian Rocks Beach, Florida	$53.3M	-$1.64M	3	30.48%	Reduced
2219	CFO4Life Group Coppell, Texas	$53.3M	+$3.73M	6	7.74%	Increased
2220	Greenoaks Capital Partners Orinda, California	$53.1M	$0	1	1.73%	Maintained
2221	Long Walk Management Greenwich, Connecticut	$53.1M	-$17.9M	1	10.74%	Reduced
2222	TM TigerOak Management Albuquerque, New Mexico	$53.1M	+$475K	6	16.48%	Increased
2223	Armis Advisers Atlanta, Georgia	$53.1M	+$6.66M	7	4.84%	Increased
2224	Paragon Capital Management (Colorado) Denver, Colorado	$53.1M	-$1.32M	7	9.98%	Reduced
2225	AIA AIMZ Investment Advisors Los Altos, California	$53M	-$982K	7	16.63%	Reduced