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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	Alliance Wealth Advisors (Utah) Centerville, Utah	$42.6M	-$1.44M	7	10.99%	Reduced
2302	Litman Gregory Wealth Management Larkspur, California	$42.6M	-$1.68M	5	3.69%	Reduced
2303	Greater Midwest Financial Group St. Paul, Minnesota	$42.6M	+$2.45M	6	26.95%	Increased
2304	Bank of New Hampshire Laconia, New Hampshire	$42.5M	-$657K	9	10.94%	Reduced
2305	Mezzasalma Advisors Tinton Falls, New Jersey	$42.5M	-$141K	5	13.71%	Reduced
2306	Canal Insurance Company Greenville, South Carolina	$42.4M	-$331K	2	11%	Reduced
2307	Pavion Blue Capital Newport Beach, California	$42.4M	-$59.9K	6	19.89%	Reduced
2308	Gryphon Financial Partners Columbus, Ohio	$42.4M	-$3.41M	6	6.05%	Reduced
2309	Bennett Selby Investments Falmouth, Maine	$42.3M	+$543K	4	16.8%	Increased
2310	Asio Capital Lexington, Kentucky	$42.3M	-$197K	6	7.99%	Reduced
2311	BCA Bray Capital Advisors Naples, Florida	$42.3M	-$4.56M	6	11.44%	Reduced
2312	TM Thiel Macro Los Angeles, California	$42.3M	+$39.4M	1	35.81%	New
2313	Regal Partners Sydney, NSW, Australia	$42.2M	-$28.7M	3	4.28%	Reduced
2314	Lakeside Advisors Seattle, Washington	$42.2M	-$1.47M	4	27.92%	Reduced
2315	Rockbridge Capital Management Alexandria, Virginia	$42.2M	+$41M	3	23.99%	New
2316	Arax Advisory Partners Denver, Colorado	$42.2M	+$13.5M	26	2.66%	Increased
2317	SC Shellback Capital Boston, Massachusetts	$42.2M	+$39.3M	2	2.91%	New
2318	Berkshire Bank Pittsfield, Massachusetts	$42.1M	+$725K	6	9.8%	Increased
2319	City of London Investment Management London, United Kingdom	$42M	-$14.6M	2	4.17%	Reduced
2320	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$42M	+$1.4M	4	0.81%	Increased
2321	Arthedge Capital Management Jericho, New York	$41.9M	$0	3	24.8%	Maintained
2322	1834 Investment Advisors Milwaukee, Wisconsin	$41.9M	-$1.27M	6	5.3%	Reduced
2323	Chiron Investment Management New York	$41.8M	+$13.7M	6	13.91%	Increased
2324	Moss Adams Wealth Advisors Seattle, Washington	$41.8M	+$2.23M	7	4.41%	Increased
2325	Mayflower Financial Advisors Boston, Massachusetts	$41.7M	+$357K	8	6.23%	Increased