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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
2501	Point72 Hong Kong Hong Kong	$11.9M	-$34.3M	9	2.8%	Reduced
2502	Clarity Wealth Advisors San Jose, California	$11.8M	+$11.4M	5	9.94%	New
2503	Brinker Capital Investments Berwyn, Pennsylvania	$11.8M	+$325K	9	0.39%	Increased
2504	ArrowMark Colorado Holdings Denver, Colorado	$11.8M	-$5.72M	3	0.11%	Reduced
2505	Affinity Investment Advisors Newport Beach, California	$11.8M	-$7.8M	3	4.28%	Reduced
2506	Melqart Asset Management London, United Kingdom	$11.8M	$0	1	0.99%	Maintained
2507	Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$11.8M	+$162K	5	8.07%	Increased
2508	Blue Edge Capital Richmond, Virginia	$11.8M	-$3.11M	6	3.72%	Reduced
2509	Stanley-Laman Group Berwyn, Pennsylvania	$11.8M	-$1.08M	6	2.77%	Reduced
2510	Plotkin Financial Advisors Chevy Chase, Maryland	$11.7M	+$11.4M	4	10.93%	New
2511	HIS Horizon Investment Services Hammond, Indiana	$11.7M	-$960K	5	7.75%	Reduced
2512	TBH Global Asset Management Brentwood, Tennessee	$11.7M	+$11.2M	6	3.52%	New
2513	Quadrant Capital Management Fairfield, New Jersey	$11.7M	-$30.2K	3	5.31%	Reduced
2514	Noked Capital Tel Aviv, Israel	$11.7M	+$9.5M	5	13.16%	Increased
2515	Noked Israel Ramat Hasharon, Israel	$11.7M	+$9.5M	5	13.16%	Increased
2516	Tealwood Asset Management Minneapolis, Minnesota	$11.7M	-$1.09M	5	4.89%	Reduced
2517	Grandview Asset Management Harrisburg, Pennsylvania	$11.7M	-$1.42M	6	11.09%	Reduced
2518	Kavar Capital Partners Group Leawood, Kansas	$11.7M	-$101K	5	4.33%	Reduced
2519	Meristem Family Wealth Minnetonka, Minnesota	$11.7M	+$32.3K	7	2.87%	Increased
2520	Tandem Capital Management Woodcliff Lake, New Jersey	$11.7M	+$11.1M	4	10%	New
2521	Kistler-Tiffany Companies Berwyn, Pennsylvania	$11.6M	+$188K	9	4.08%	Increased
2522	ABP Arthur B. Page	$11.6M	-$351K	3	9.38%	Reduced
2523	Long Road Investment Counsel Kalamazoo, Michigan	$11.6M	-$164K	4	6.86%	Reduced
2524	Field & Main Bank Henderson, Kentucky	$11.6M	+$88.3K	7	9.64%	Increased
2525	Cutter & Co Brokerage Ballwin, Missouri	$11.6M	-$4.55M	5	4.06%	Reduced