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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
2301	WEO William E. Oberndorf	$10M	$0	1	6.35%	Maintained
2302	BRR OpCo Columbus, Ohio	$10M	+$134K	6	2.08%	Increased
2303	Quadrant Private Wealth Management Center Valley, Pennsylvania	$10M	+$169K	6	10.66%	Increased
2304	WBH Advisory Baltimore, Maryland	$10M	+$77.2K	7	2.43%	Increased
2305	Neumann Capital Management Foster City, California	$10M	-$505K	5	7.53%	Reduced
2306	Providence Capital Advisors Charlotte, North Carolina	$10M	+$4.98M	7	6.88%	Increased
2307	Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$10M	-$3.25M	3	5.03%	Reduced
2308	BTG Pactual Global Asset Management Hamilton, Bermuda	$10M	-$14.8M	2	8.61%	Reduced
2309	WBG Wharton Business Group Malvern, Pennsylvania	$10M	-$194K	5	1.18%	Reduced
2310	Ativo Capital Management Chicago, Illinois	$10M	+$814K	3	4.67%	Increased
2311	Security National Bank Omaha, Nebraska	$10M	+$570K	4	6.23%	Increased
2312	Mount Vernon Associates Baltimore, Maryland	$10M	+$75.9K	4	17.55%	Increased
2313	DLG Daniel L. Goodwin	$10M	+$6.7M	5	5.23%	Increased
2314	Evermay Wealth Management Arlington, Virginia	$9.9M	-$250K	5	3.22%	Reduced
2315	Portland Global Advisors Portland, Maine	$9.9M	+$794K	6	3.99%	Increased
2316	Grandeur Peak Global Advisors Salt Lake City, Utah	$9.9M	+$344K	2	1.28%	Increased
2317	Ascent Wealth Partners New Hartford, New York	$9.9M	+$243K	5	3.88%	Increased
2318	Great Valley Advisor Group Wilmington, Delaware	$9.9M	+$163M	6	3.71%	New
2319	Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$9.9M	-$401K	1	1.16%	Reduced
2320	Principle Wealth Partners Madison, Connecticut	$9.9M	+$10.6M	5	8.32%	New
2321	Governors Lane New York	$9.9M	-$13.8M	1	0.93%	Reduced
2322	JT Stratford LLC Gainesville, Georgia	$9.9M	-$1.12M	3	6.59%	Reduced
2323	Somerset Trust Somerset, Pennsylvania	$9.9M	-$104K	3	5.75%	Reduced
2324	Strategic Blueprint Atlanta, Georgia	$9.9M	+$10.6M	3	14.35%	New
2325	Winslow Asset Management Beachwood, Ohio	$9.9M	-$7.88K	3	2.3%	Reduced