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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
2526	DI Diligent Investors Redlands, California	$32.5M	+$672K	6	8.06%	Increased
2527	JB Capital Wethersfield, Connecticut	$32.4M	-$377K	7	2.03%	Reduced
2528	MidWestOne Financial Group Iowa City, Iowa	$32.4M	-$818K	7	5.84%	Reduced
2529	Patten Group Chattanooga, Tennessee	$32.3M	+$89.9K	6	7.62%	Increased
2530	Connable Office Inc Kalamazoo, Michigan	$32.3M	-$119K	4	3.47%	Reduced
2531	ArchPoint Investors Coral Gables, Florida	$32.2M	+$11.4M	4	12.11%	Increased
2532	Waterloo Capital Austin, Texas	$32.2M	+$3.12M	7	3.86%	Increased
2533	Arvin Capital Management Austin, Texas	$32.2M	+$4.85M	3	10.14%	Increased
2534	Financial Partners Group (Tennessee) Gallatin, Tennessee	$32.2M	-$544K	5	12.49%	Reduced
2535	New Age Alpha Advisors Rye, New York	$32.2M	-$2.63M	4	17.53%	Reduced
2536	Burke & Herbert Bank & Trust Alexandria, Virginia	$32.1M	+$16.7M	7	7.8%	Increased
2537	DLK Investment Management Solana Beach, California	$32.1M	+$1.31M	7	13.26%	Increased
2538	Westmount Partners Los Angeles, California	$32.1M	+$38.7K	6	10.58%	Increased
2539	Delta Financial Advisors New Orleans, Louisiana	$32M	+$32.3K	5	12.41%	Increased
2540	Governors Lane New York	$32M	-$1.06M	1	2.68%	Reduced
2541	McRae Capital Management Morristown, New Jersey	$32M	-$372K	4	7.3%	Reduced
2542	FIM FWL Investment Management Dallas, Texas	$32M	+$3.04M	8	16.13%	Increased
2543	GoodHaven Capital Management Millburn, New Jersey	$32M	+$34K	2	11.74%	Increased
2544	BOCHK Asset Management Hong Kong	$32M	-$350K	3	10.45%	Reduced
2545	Bridge Creek Capital Management West Barnstable, Massachusetts	$31.9M	-$855K	6	10.27%	Reduced
2546	ShankerValleau Wealth Advisors Skokie, Illinois	$31.9M	+$12.4M	2	13.65%	Increased
2547	Quadcap Wealth Management Frisco, Texas	$31.9M	+$5.17M	7	5.75%	Increased
2548	Bradley & Co Private Wealth Management Miami, Florida	$31.9M	-$958K	6	23.55%	Reduced
2549	Penbrook Management New York	$31.8M	+$87.1K	5	19.44%	Increased
2550	Monograph Wealth Advisors Manhattan Beach, California	$31.8M	-$544K	5	4.65%	Reduced