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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	Teamwork Financial Advisors San Antonio, Texas	$21.6M	+$3.41M	8	5.12%	Increased
2327	Old Dominion Capital Management Charlottesville, Virginia	$21.6M	-$784K	7	5.36%	Reduced
2328	Snow Capital Management Sewickley, Pennsylvania	$21.6M	-$287K	4	3.66%	Reduced
2329	LCM Lionstone Capital Management New York	$21.5M	$0	1	6.36%	Maintained
2330	CFO4Life Group Coppell, Texas	$21.5M	+$367K	6	6.16%	Increased
2331	LAM LifePro Asset Management San Diego, California	$21.4M	+$6.34M	4	6.66%	Increased
2332	Pacifica Capital Investments Leander, Texas	$21.4M	-$666K	1	7.97%	Reduced
2333	MA Menlo Advisors Menlo Park, California	$21.4M	-$518K	3	14.14%	Reduced
2334	Cary Street Partners Investment Advisory Richmond, Virginia	$21.4M	-$12.5M	7	4.11%	Reduced
2335	Cabot Wealth Management Salem, Massachusetts	$21.3M	+$41.6K	6	3.28%	Increased
2336	Orca Investment Management Roseburg, Oregon	$21.3M	+$20.6M	8	22.33%	New
2337	WCA Windsor Creek Advisors Bethel, Vermont	$21.3M	+$3.79M	5	5.39%	Increased
2338	PCA Prospect Capital Advisors Sausalito, California	$21.3M	-$10.3M	2	8.79%	Reduced
2339	Dumont & Blake Investment Advisors Princeton, New Jersey	$21.3M	-$511K	6	7.28%	Reduced
2340	Skylands Capital Milwaukee, Wisconsin	$21.2M	-$676K	5	3.08%	Reduced
2341	F/M Investments Washington, District of Columbia	$21.2M	+$20.6M	3	18.5%	New
2342	North Point Portfolio Managers Orange Village, Ohio	$21.2M	+$631K	4	3.2%	Increased
2343	Buckhead Capital Management Atlanta, Georgia	$21.2M	+$318K	5	5.27%	Increased
2344	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$21.1M	-$22.8M	3	2.38%	Reduced
2345	Baldwin Investment Management West Conshohocken, Pennsylvania	$21.1M	+$1.52M	5	4.17%	Increased
2346	Ascent Wealth Partners New Hartford, New York	$21.1M	-$275K	4	4.69%	Reduced
2347	Providence Capital Advisors Charlotte, North Carolina	$21M	+$1.79M	7	8.59%	Increased
2348	AIM Aigen Investment Management New York	$21M	+$8.29M	8	2.74%	Increased
2349	Signet Financial Management Parsippany, New Jersey	$21M	-$572K	8	4.24%	Reduced
2350	DLG Daniel L. Goodwin	$21M	+$9.18M	9	12.34%	Increased