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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
2226	Moser Wealth Advisors Bellevue, Washington	$20.4M	-$991K	6	16.2%	Reduced
2227	WealthSource Partners San Luis Obispo, California	$20.3M	-$617K	7	2.71%	Reduced
2228	MFP Michael F. Price	$20.3M	+$3.89M	2	3.67%	Increased
2229	Millennium TVP Management New York	$20.2M	+$18.1M	1	15.87%	New
2230	Bright Rock Capital Management Hanover, Massachusetts	$20.2M	$0	2	5.99%	Maintained
2231	Nachman Norwood & Parrott Greenville, South Carolina	$20.2M	+$168K	18	2.72%	Increased
2232	Dumont & Blake Investment Advisors Princeton, New Jersey	$20.2M	-$349K	6	7.67%	Reduced
2233	Northwest Bancshares Warren, Pennsylvania	$20.2M	+$407K	6	5.22%	Increased
2234	Nepsis Inc Minneapolis, Minnesota	$20.2M	-$3.33M	4	9.69%	Reduced
2235	Alight Capital Management New York	$20.2M	-$13.4M	3	7.16%	Reduced
2236	Boston Research & Management Manchester, Massachusetts	$20.2M	-$458K	6	7.88%	Reduced
2237	Cabot Wealth Management Salem, Massachusetts	$20.1M	+$130K	6	3.66%	Increased
2238	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$20.1M	$0	1	1.14%	Maintained
2239	Principal Street Partners Memphis, Tennessee	$20.1M	+$1.79M	6	7.07%	Increased
2240	BNC Wealth Management Beaverton, Oregon	$20.1M	+$20.3M	12	14.15%	New
2241	Stockman Wealth Management Billings, Montana	$20.1M	+$3.99M	5	7.33%	Increased
2242	Carlson Capital Dallas, Texas	$20.1M	-$16.5M	2	0.59%	Reduced
2243	Pegasus Partners Mequon, Wisconsin	$20M	-$1.77M	4	6.08%	Reduced
2244	Ascent Wealth Partners New Hartford, New York	$20M	+$32.5K	4	5.12%	Increased
2245	Sloy Dahl & Holst Vancouver, Washington	$20M	-$9.8M	5	7.62%	Reduced
2246	Concentric Wealth Management Lafayette, California	$20M	+$4.9K	6	8.6%	Increased
2247	True North Advisors Dallas, Texas	$20M	-$15.1M	4	5.82%	Reduced
2248	Ibex Investors Denver, Colorado	$20M	-$2.85M	3	10.51%	Reduced
2249	Punch & Associates Investment Management Edina, Minnesota	$19.9M	-$233K	2	1.71%	Reduced
2250	PFG Advisors Phoenix, Arizona	$19.9M	+$1.5M	7	3.82%	Increased