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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	Paralel Advisors Denver, Colorado	$46M	-$37.7M	3	1.91%	Reduced
2302	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$46M	-$1.26M	6	1.42%	Reduced
2303	RB Capital Management Reno, Nevada	$45.9M	-$973K	6	9.75%	Reduced
2304	Westmount Partners Los Angeles, California	$45.8M	+$4.79M	7	11.28%	Increased
2305	Nishkama Capital LLC Dorado, Puerto Rico	$45.7M	-$55.7M	2	2.89%	Reduced
2306	Arrow Financial Glens Falls, New York	$45.7M	-$203K	7	4.6%	Reduced
2307	Kathmere Capital Management Wayne, Pennsylvania	$45.7M	+$6.09M	10	2.81%	Increased
2308	Rench Wealth Management Denton, Texas	$45.7M	+$108K	5	13.75%	Increased
2309	Baker Ellis Asset Management Vancouver, Washington	$45.7M	-$214K	5	5.42%	Reduced
2310	Parr McKnight Wealth Management Group Minneapolis, Minnesota	$45.6M	-$893K	5	5.98%	Reduced
2311	CVFG LLC Shelbyville, Indiana	$45.6M	+$40.4M	6	5.67%	Increased
2312	Infusive Asset Management New York	$45.5M	+$11.8M	4	22.04%	Increased
2313	Argonautica Private Wealth Management Wellesley, Massachusetts	$45.5M	-$976K	7	13.77%	Reduced
2314	McKinley Carter Wealth Services Wheeling, West Virginia	$45.5M	-$5.75M	7	2.62%	Reduced
2315	Troluce Capital Advisors Dorado, Puerto Rico	$45.5M	+$27.3M	2	1.51%	New
2316	Wolverine Asset Management Chicago, Illinois	$45.4M	+$34.9M	7	0.44%	Increased
2317	Renaissance Investment Group Lenox, Massachusetts	$45.4M	-$3.45M	3	9.76%	Reduced
2318	NWK Group San Francisco, California	$45.4M	-$463K	4	17.41%	Reduced
2319	Mission Creek Capital Partners San Francisco, California	$45.3M	+$2.32M	7	9.04%	Increased
2320	JGP Wealth Management Bend, Oregon	$45.3M	+$1.1M	6	4.71%	Increased
2321	Krane Funds Advisors New York	$45.2M	+$22.9M	13	1.86%	Increased
2322	Walter & Keenan Wealth Management Souh Bend, Indiana	$45.2M	-$930K	6	12.74%	Reduced
2323	Liberty One Investment Management Libertyville, Illinois	$45.2M	+$16.9M	8	4.66%	Increased
2324	Monolith Management Hong Kong	$45.2M	+$37.9M	2	13.61%	Increased
2325	True North Advisors Dallas, Texas	$45.1M	-$207K	5	5.14%	Reduced