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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	Wealth Effects Boston, Massachusetts	$33.6M	-$357K	8	12.2%	Reduced
2477	AFT Alpha Family Trust Los Angeles, California	$33.6M	$0	5	19.71%	Maintained
2478	Strategy Asset Managers Pasadena, California	$33.6M	+$560K	5	7.45%	Increased
2479	Wildcat Capital Management New York	$33.5M	$0	1	8.2%	Maintained
2480	AIP Alapocas Investment Partners Beverly, Massachusetts	$33.5M	-$1.08M	3	19.91%	Reduced
2481	TCI Wealth Advisors Tucson, Arizona	$33.5M	+$253K	6	3.16%	Increased
2482	SKBA Capital Management San Francisco, California	$33.5M	-$1.02M	3	5.37%	Reduced
2483	Discovery Capital Management South Norwalk, Connecticut	$33.5M	+$32.5M	2	4.3%	New
2484	Analog Century Management New York	$33.4M	+$4.29M	1	3.31%	Increased
2485	CCC Chelsea Counsel Company Los Angeles, California	$33.3M	-$41.7K	7	16.64%	Reduced
2486	Citizens & Northern Corp Wellsboro, Pennsylvania	$33.3M	-$538K	5	10.42%	Reduced
2487	Lazari Capital Management Woodland Hills, California	$33.3M	+$3.66M	7	15.01%	Increased
2488	Lattice Capital Management Kirkland, Washington	$33.3M	-$1.69M	4	1.36%	Reduced
2489	Intrinsic Edge Capital Management Chicago, Illinois	$33.3M	+$31.6M	3	3.01%	Increased
2490	Harrell Investment Partners Austin, Texas	$33.3M	-$649K	4	9.67%	Reduced
2491	AAM AR Asset Management West Hollywood, California	$33.3M	$0	5	8.01%	Maintained
2492	III Independent Investors Inc Nesconset, New York	$33.2M	$0	6	7.29%	Maintained
2493	Nikulski Financial Bettendorf, Iowa	$33.2M	+$66.4K	3	10.55%	Increased
2494	Strengthening Families & Communities LLC Boston, Massachusetts	$33.1M	+$15.3M	11	9.5%	Increased
2495	SIM SW Investment Management Telluride, Colorado	$33.1M	$0	1	10.54%	Maintained
2496	Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$33.1M	+$60.3K	7	3.87%	Increased
2497	Bell & Brown Wealth Advisors Newport Beach, California	$33.1M	+$687K	6	11.99%	Increased
2498	Hardy Reed Tupelo, Mississippi	$33.1M	+$27M	5	3.32%	Increased
2499	Brick & Kyle Associates Newtown, Pennsylvania	$33.1M	+$355K	4	13.65%	Increased
2500	Aurora Investment Managers Naples, Florida	$33M	-$1.12M	5	23.68%	Reduced