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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	Convergence Investment Partners Palm Beach Gardens, Florida	$49.4M	+$2.81M	10	11.08%	Increased
2302	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$49.3M	-$550K	4	0.78%	Reduced
2303	Miramar Capital Northbrook, Illinois	$49.2M	-$1.08K	3	10.91%	Reduced
2304	Harrell Investment Partners Austin, Texas	$49.1M	-$155K	6	11.6%	Reduced
2305	Brown, Lisle/Cummings Providence, Rhode Island	$48.9M	+$483K	13	12.56%	Increased
2306	Platform Technology Partners New York	$48.9M	+$246K	9	11.72%	Increased
2307	CCAM Codex Capital Asset Management Dallas, Texas	$48.9M	$0	4	18.41%	Maintained
2308	QV Investors Calgary, Alberta, Canada	$48.9M	-$6.14M	3	4.23%	Reduced
2309	WIM WIM Investment Management Hong Kong	$48.9M	-$1.94M	1	12.43%	Reduced
2310	BIMC Benson Investment Management Company Roanoke, Virginia	$48.8M	+$410K	6	16.67%	Increased
2311	GPC Guardian Point Capital Charlottesville, Virginia	$48.7M	$0	2	18.75%	Maintained
2312	Rockport Wealth Fairview Park, Ohio	$48.6M	-$3.2M	4	9.89%	Reduced
2313	HeadInvest LLC Portland, Maine	$48.6M	-$491K	6	10.04%	Reduced
2314	Torray Investment Partners Bethesda, Maryland	$48.6M	-$1.77M	4	6.59%	Reduced
2315	Huber Capital Management El Segundo, California	$48.5M	+$823K	2	7.68%	Increased
2316	RB Capital Management Reno, Nevada	$48.4M	+$399K	6	9.99%	Increased
2317	Artemis Wealth Advisors New York	$48.4M	-$1.25M	5	5.27%	Reduced
2318	Liberty Capital Management Birmingham, Michigan	$48.3M	-$364K	5	9.09%	Reduced
2319	Salomon & Ludwin Richmond, Virginia	$48.3M	+$3.76M	20	4.34%	Increased
2320	Infusive Asset Management New York	$48.2M	-$10.6M	3	22.11%	Reduced
2321	Trust Point Inc La Crosse, Wisconsin	$48.2M	+$6.6M	7	3.89%	Increased
2322	Essex LLC Deer Park, Illinois	$48.2M	+$9.8M	8	8.73%	Increased
2323	Intellus Advisors Naples, Florida	$48.1M	-$401K	7	6.58%	Reduced
2324	Mezzasalma Advisors Tinton Falls, New Jersey	$48.1M	+$304K	5	12.32%	Increased
2325	Silver Oak Securities Jackson, Tennessee	$48.1M	+$6.87M	11	3.6%	Increased