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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
2476	Mizuho Securities Tokyo, Japan	$11.7M	-$38.5M	5	20.95%	Reduced
2477	QVT Financial New York	$11.7M	-$5.53M	1	2.73%	Reduced
2478	Boardman Bay Capital Management New York	$11.7M	+$5.91M	6	10.87%	Increased
2479	Makena Capital Management Menlo Park, California	$11.7M	+$150K	5	11.3%	Increased
2480	Jackson Hole Capital Partners Tulsa, Oklahoma	$11.7M	+$2.07M	6	8.69%	Increased
2481	Delta Financial Advisors New Orleans, Louisiana	$11.6M	-$2.8M	4	8.01%	Reduced
2482	Kistler-Tiffany Companies Berwyn, Pennsylvania	$11.6M	$0	9	4.12%	Maintained
2483	Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$11.6M	+$938K	5	9.85%	Increased
2484	Trust Company of Oklahoma Tulsa, Oklahoma	$11.6M	+$191K	5	6.04%	Increased
2485	AlphaCrest Capital Management New York	$11.6M	-$20.4M	13	1.41%	Reduced
2486	McKinley Carter Wealth Services Wheeling, West Virginia	$11.6M	-$22.6K	4	3.47%	Reduced
2487	Ardsley Advisory Partners Stamford, Connecticut	$11.6M	-$40M	2	4.54%	Reduced
2488	Stanley-Laman Group Berwyn, Pennsylvania	$11.6M	+$947K	4	3.51%	Increased
2489	Affinity Wealth Management Wilmington, Delaware	$11.5M	-$20.9M	3	6.92%	Reduced
2490	Sculati Wealth Management Bloomfield Hills, Michigan	$11.5M	+$985K	8	12.68%	Increased
2491	Forte Capital Rochester, New York	$11.5M	+$481K	4	3.97%	Increased
2492	Rock Creek Group Washington, District of Columbia	$11.5M	-$376K	3	6.36%	Reduced
2493	SFE Investment Counsel Los Angeles, California	$11.5M	-$237K	4	6.33%	Reduced
2494	AFC AFT Forsyth & Company West Palm Beach, Florida	$11.5M	+$586K	7	11.56%	Increased
2495	Benedict Financial Advisors Atlanta, Georgia	$11.5M	-$489K	1	5.4%	Reduced
2496	Laidlaw Wealth Management New York City, New York	$11.5M	-$331K	6	7.5%	Reduced
2497	Claro Advisors Boston, Massachusetts	$11.4M	+$1.06M	6	10.66%	Increased
2498	SF Symphony Financial Houston, Texas	$11.4M	+$11.9M	4	7.87%	New
2499	Roanoke Asset Management Jersey City, New Jersey	$11.4M	+$160K	4	7.69%	Increased
2500	Tandem Capital Management Woodcliff Lake, New Jersey	$11.4M	+$397K	4	12.85%	Increased