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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
2251	Rench Wealth Management Denton, Texas	$24.4M	+$788K	4	11.7%	Increased
2252	Shepherd Financial Partners Winchester, Massachusetts	$24.4M	+$222K	5	4.08%	Increased
2253	LeJeune Puetz Investment Counsel Traverse City, Michigan	$24.3M	-$459K	7	8.72%	Reduced
2254	Riverstone Advisors New Braunfels, Texas	$24.3M	+$1.03M	6	15.53%	Increased
2255	Pembroke Management Montreal, Quebec, Canada	$24.2M	+$10.6M	1	2.65%	Increased
2256	Quattro Financial Advisors The Woodlands, Texas	$24.2M	+$4M	5	9.92%	Increased
2257	Marietta Investment Partners Milwaukee, Wisconsin	$24.1M	+$174K	5	6.72%	Increased
2258	Engle Capital Management Greenwich, Connecticut	$24.1M	+$16.4M	2	7.9%	Increased
2259	DT Investment Partners Chadds Ford, Pennsylvania	$24.1M	+$94.3K	8	2.92%	Increased
2260	Court Place Advisors Ellicott City, Maryland	$24M	-$339K	5	8.69%	Reduced
2261	Barometer Capital Management Toronto, Ontario, Canada	$24M	+$10.8M	2	6.15%	Increased
2262	Rings Capital Management Chicago, Illinois	$23.9M	$0	1	25.3%	Maintained
2263	VDBMI Van Den Berg Management I Austin, Texas	$23.9M	+$335K	5	8.9%	Increased
2264	GFG Capital Miami, Florida	$23.8M	+$2.57M	5	5.12%	Increased
2265	Lincluden Management Mississauga, Ontario, Canada	$23.8M	-$644K	3	2.71%	Reduced
2266	GIM Greylin Investment Management Orange, Virginia	$23.8M	+$2.81M	4	4.34%	Increased
2267	Abacus Planning Group Columbia, South Carolina	$23.8M	+$118K	7	6.14%	Increased
2268	Liberty One Investment Management Libertyville, Illinois	$23.8M	+$2.2M	9	3.24%	Increased
2269	BNC Wealth Management Beaverton, Oregon	$23.8M	-$134K	4	13.28%	Reduced
2270	ICA Group Wealth Management Denver, Colorado	$23.8M	+$182K	20	5.67%	Increased
2271	Stanley Capital Management Houston, Texas	$23.8M	$0	4	7.1%	Maintained
2272	Seaview Investment Managers Miami, Florida	$23.8M	+$1.54M	4	8.17%	Increased
2273	CMG Cavalry Management Group San Francisco, California	$23.8M	+$22.2M	3	13.65%	New
2274	Duality Advisers Miami, Florida	$23.8M	+$4.58M	9	2.69%	Increased
2275	APSI Asset Planning Services Inc Covington, Louisiana	$23.7M	-$863K	3	15.04%	Reduced