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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	Hardy Reed Tupelo, Mississippi	$31.9M	+$699K	6	2.86%	Increased
2502	American Money Management Rancho Santa Fe, California	$31.9M	-$373K	4	6.37%	Reduced
2503	Wambolt & Associates Littleton, Colorado	$31.9M	+$1.52M	6	8.71%	Increased
2504	Aspen Grove Capital Avon, Colorado	$31.8M	-$1.2M	8	7.04%	Reduced
2505	IC Immersion Capital London, United Kingdom	$31.8M	-$12.9M	1	17.37%	Reduced
2506	Lafayette Investments Ashton, Maryland	$31.8M	+$640K	6	6.71%	Increased
2507	SKBA Capital Management San Francisco, California	$31.8M	-$5.88M	3	4.73%	Reduced
2508	FinTrust Capital Advisors Greenville, South Carolina	$31.8M	+$673K	17	5.38%	Increased
2509	Addison Capital Conshohocken, Pennsylvania	$31.8M	-$138K	5	12.81%	Reduced
2510	Patten Group Chattanooga, Tennessee	$31.7M	+$321K	6	7.05%	Increased
2511	Fernwood Investment Management Quincy, Massachusetts	$31.7M	-$1.35M	9	10.34%	Reduced
2512	Texas Capital Bank Wealth Management Services Dallas, Texas	$31.7M	-$3.38M	6	3.12%	Reduced
2513	Lattice Capital Management Kirkland, Washington	$31.7M	$0	4	28.44%	Maintained
2514	Sierra Capital Miami, Florida	$31.7M	+$3.32M	5	3.78%	Increased
2515	JB Capital Wethersfield, Connecticut	$31.7M	+$675K	7	1.82%	Increased
2516	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$31.7M	-$554K	5	4.13%	Reduced
2517	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$31.6M	+$2.99M	5	11.62%	Increased
2518	Hudson Value Partners Palm Beach, Florida	$31.6M	+$2.03M	4	12.29%	Increased
2519	MYDA Advisors Woodmere, New York	$31.6M	+$1.26M	4	6.93%	Increased
2520	MidWestOne Financial Group Iowa City, Iowa	$31.5M	-$626K	7	4.35%	Reduced
2521	Enclave Advisors Austin, Texas	$31.5M	+$31.1M	5	5.34%	New
2522	Rempart Asset Management Montreal, Canada	$31.5M	-$2.18M	1	5.86%	Reduced
2523	Poehling Capital Management Madison, Wisconsin	$31.5M	+$990K	6	8.06%	Increased
2524	Klingman & Associates New York	$31.5M	+$4.11M	6	1.95%	Increased
2525	SOL Capital Management Rockville, Maryland	$31.4M	-$796K	8	3.49%	Reduced