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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
2276	Concentric Wealth Management Lafayette, California	$31.1M	-$1.02M	5	8.77%	Reduced
2277	Mayflower Financial Advisors Boston, Massachusetts	$31.1M	+$4.11M	8	4.13%	Increased
2278	Farley Capital New York	$31M	+$1.37M	4	27.74%	Increased
2279	Shepherd Financial Partners Winchester, Massachusetts	$31M	-$376K	5	5.38%	Reduced
2280	Sphera Funds Management Tel Aviv, Israel	$31M	-$3.01M	2	3.41%	Reduced
2281	NTV Asset Management Charleston, West Virginia	$31M	-$1.97M	7	5.14%	Reduced
2282	Wealth Effects Boston, Massachusetts	$30.9M	+$32.1M	10	12.84%	New
2283	Absoluto Partners Gestao de Recursos Leblon, Rio De Janeiro, Rj, Brazil	$30.9M	+$1.96M	5	9.52%	Increased
2284	Virtu Financial New York	$30.9M	-$6.61M	16	3.16%	Reduced
2285	Destiny Wealth Partners Tavares, Florida	$30.9M	+$1.23M	12	5.95%	Increased
2286	Sargent Investment Group Bethesda, Maryland	$30.9M	-$3.16M	6	7.04%	Reduced
2287	Duality Advisers Miami, Florida	$30.9M	+$15.5M	9	3.34%	Increased
2288	Trivium Point Advisory Westport, Connecticut	$30.9M	+$835K	7	6.47%	Increased
2289	Port Capital Chicago, Illinois	$30.8M	+$20.2M	5	1.9%	Increased
2290	Buckhead Capital Management Atlanta, Georgia	$30.7M	-$499K	5	6.5%	Reduced
2291	Brick & Kyle Associates Newtown, Pennsylvania	$30.7M	+$64.3K	4	14.32%	Increased
2292	Wills Financial Group Richmond, Virginia	$30.7M	+$276K	5	12.14%	Increased
2293	Grandview Asset Management Harrisburg, Pennsylvania	$30.7M	+$23.8M	7	12.33%	Increased
2294	Tiemann Investment Advisors Menlo Park, California	$30.6M	-$160K	7	12.95%	Reduced
2295	Boyd Watterson Asset Management Cleveland, Ohio	$30.6M	+$522K	5	10.19%	Increased
2296	Sunbelt Securities Houston, Texas	$30.6M	+$208K	8	4.98%	Increased
2297	Punch & Associates Investment Management Edina, Minnesota	$30.6M	-$685K	4	1.6%	Reduced
2298	Keeler Thomas Management Orem, Utah	$30.5M	+$4.01M	4	13.22%	Increased
2299	First Washington Corp Seattle, Washington	$30.5M	-$1.74M	6	11.81%	Reduced
2300	BCM Bayesian Capital Management Brooklyn, New York	$30.4M	+$9.27M	12	9.62%	Increased