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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
2326	GPM Growth Investors Bloomfield Hills, Michigan	$18.4M	-$630K	3	12.45%	Reduced
2327	Totem Point Management New York	$18.4M	-$1.51M	1	6.09%	Reduced
2328	Pictet Bank & Trust Nassau, Bahamas	$18.3M	-$194K	4	12.02%	Reduced
2329	V Wealth Advisors Overland Park, Kansas	$18.3M	-$25.7M	6	12.69%	Reduced
2330	Harrington Investments Napa, California	$18.3M	-$904K	5	12.97%	Reduced
2331	Affinity Investment Advisors Newport Beach, California	$18.3M	+$874K	6	8.03%	Increased
2332	Quattro Financial Advisors The Woodlands, Texas	$18.3M	-$8.34M	2	4.4%	Reduced
2333	Horizon Kinetics Asset Management New York	$18.3M	-$6.23M	6	0.73%	Reduced
2334	JT Stratford LLC Gainesville, Georgia	$18.2M	-$1.41M	5	7.86%	Reduced
2335	WA1 Wimmer Associates 1 Pasadena, California	$18.1M	+$1.74M	5	12.2%	Increased
2336	Polaris Wealth Advisory Group San Rafael, California	$18.1M	-$27.1M	5	1.7%	Reduced
2337	FTB First Trust Bank Nassau, Bahamas	$18.1M	-$1.71M	3	31.15%	Reduced
2338	White Pine Investment Company Livonia, Michigan	$18.1M	-$1.81M	3	8.32%	Reduced
2339	Provenire Capital Eden Prairie, Minnesota	$18.1M	+$1.89M	4	21.35%	Increased
2340	Baldwin Investment Management West Conshohocken, Pennsylvania	$18.1M	+$3.6M	5	4.23%	Increased
2341	Univest Financial Souderton, Pennsylvania	$18.1M	-$613K	3	5.72%	Reduced
2342	Augustine Asset Management Jacksonville, Florida	$18.1M	-$700K	3	10.6%	Reduced
2343	LCM Lionstone Capital Management New York	$18M	+$1.42M	1	6.62%	Increased
2344	Ausdal Financial Partners Davenport, Iowa	$18M	+$100K	8	4.36%	Increased
2345	Formidable Asset Management Cincinnati, Ohio	$18M	-$194K	7	5.26%	Reduced
2346	Sonata Capital Group Seattle, Washington	$18M	-$1.29M	7	10.52%	Reduced
2347	LVW Advisors Pittsford, New York	$18M	-$695K	4	3.97%	Reduced
2348	Benin Management Corp Wilton, Connecticut	$18M	-$298K	7	8.04%	Reduced
2349	Howard Hughes Medical Institute Chevy Chase, Maryland	$17.9M	$0	2	5.9%	Maintained
2350	New England Investment & Retirement Group North Andover, Massachusetts	$17.9M	-$97.7K	2	4.52%	Reduced