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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	Cota Capital Management San Francisco, California	$16.9M	+$4.89M	1	9.11%	Increased
2502	Vista Equity Partners Management San Francisco, California	$16.9M	-$15.5M	2	0.26%	Reduced
2503	Investment Management Associates Greenwood Village, Colorado	$16.9M	-$48.6K	2	7.07%	Reduced
2504	Enterprise Bank & Trust Lowell, Massachusetts	$16.8M	+$903K	4	7.96%	Increased
2505	VCM Viewpoint Capital Management Seattle, Washington	$16.8M	+$256K	5	16.27%	Increased
2506	NatWest Group Edinburgh, Scotland, United Kingdom	$16.8M	-$1.59M	3	9.57%	Reduced
2507	Allred Capital Management Dallas, Texas	$16.8M	-$46.7K	6	9.23%	Reduced
2508	Penbrook Management New York	$16.8M	-$1.74M	6	14.33%	Reduced
2509	TAM Telemark Asset Management Boston, Massachusetts	$16.8M	-$11.9M	1	2.55%	Reduced
2510	STC Sarah T. Connolly	$16.8M	+$645K	6	11.4%	Increased
2511	Evolution Wealth Advisors Aventura, Florida	$16.8M	-$614K	6	4.23%	Reduced
2512	Oak Harvest Investment Services Houston, Texas	$16.8M	-$1.72M	4	4.36%	Reduced
2513	Annandale Capital Dallas, Texas	$16.7M	+$1.97M	4	5.51%	Increased
2514	M. Kulyk & Associates Decatur, Georgia	$16.7M	+$365K	5	5.59%	Increased
2515	Titleist Capital San Antonio, Texas	$16.7M	+$2.89M	7	3.91%	Increased
2516	In-Depth Partners Miami, Florida	$16.7M	$0	4	30.43%	Maintained
2517	Harbor Advisory Corp Portsmouth, New Hampshire	$16.7M	-$428K	5	6.82%	Reduced
2518	Beech Hill Advisors New York	$16.6M	-$534K	6	9.23%	Reduced
2519	HA Hamel Associates Chatham, New Jersey	$16.6M	+$7.94M	5	5.76%	Increased
2520	Westmount Partners Los Angeles, California	$16.6M	+$17M	6	8.6%	New
2521	Nixon Peabody Trust Boston, Massachusetts	$16.6M	+$436K	4	13.43%	Increased
2522	AAA Adams Asset Advisors Dallas, Texas	$16.5M	-$109K	2	2.22%	Reduced
2523	Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$16.5M	$0	3	5.18%	Maintained
2524	Altrinsic Global Advisors Stamford, Connecticut	$16.5M	-$5.29M	1	0.71%	Reduced
2525	Hennessy Advisors Inc Novato, California	$16.5M	-$562K	2	1.09%	Reduced