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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	Inscription Capital Houston, Texas	$11.4M	-$207K	6	7.6%	Reduced
2502	Redmond Asset Management Henrico, Virginia	$11.4M	+$2.62M	5	5.67%	Increased
2503	Old Port Advisors Portland, Maine	$11.4M	+$581K	5	6.94%	Increased
2504	Needham Investment Management New York	$11.4M	+$4.46M	5	3.22%	Increased
2505	Pensionfund Sabic Sittard, Netherlands	$11.4M	-$343K	2	3.87%	Reduced
2506	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$11.4M	-$310K	2	13.44%	Reduced
2507	Hanseatic Management Services Albuquerque, New Mexico	$11.3M	+$3.46M	5	12.06%	Increased
2508	Great Diamond Partners Portland, Maine	$11.3M	-$934K	6	5.83%	Reduced
2509	Doliver Advisors Houston, Texas	$11.3M	+$1.63M	3	5.59%	Increased
2510	Wealth Alliance Mellville, New York	$11.3M	+$6.79M	7	6.1%	Increased
2511	Contravisory Investment Management Norwell, Massachusetts	$11.3M	-$16.5K	4	5.02%	Reduced
2512	SXL Summit X LLC Chesterfield, Missouri	$11.3M	+$4.23M	6	5.28%	Increased
2513	TBH Global Asset Management Brentwood, Tennessee	$11.3M	+$203K	6	4.79%	Increased
2514	Nicolet Bankshares Green Bay, Wisconsin	$11.3M	-$311K	7	5.09%	Reduced
2515	NWK Group San Francisco, California	$11.3M	+$3.2M	8	9.62%	Increased
2516	JT Stratford LLC Gainesville, Georgia	$11.3M	+$324K	5	6.9%	Increased
2517	Stolper & Co Tulsa, Oklahoma	$11.3M	+$12.4M	3	8.08%	New
2518	DeepCurrents Investment Group New York	$11.2M	+$8.57M	2	0.55%	Increased
2519	SP Solel Partners Boston, Massachusetts	$11.2M	+$6.85M	1	5.5%	Increased
2520	Banco BTG Pactual Rio De Janeiro, Brazil	$11.2M	+$8.83M	4	11.65%	Increased
2521	Stableford Capital II Scottsdale, Arizona	$11.2M	+$2.89M	3	7.76%	Increased
2522	Graves Light Lenhart Wealth Harrisonburg, Virginia	$11.2M	+$171K	5	3.03%	Increased
2523	Kessler Investment Group Columbus, Indiana	$11.2M	-$3.2M	5	14.71%	Reduced
2524	Corsair Capital Management New York	$11.2M	+$3.34M	2	5.36%	Increased
2525	OCMI Oaktop Capital Management II Chatham, New Jersey	$11.2M	$0	1	3.43%	Maintained