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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
2551	Howard Hughes Medical Institute Chevy Chase, Maryland	$11.3M	$0	2	4.05%	Maintained
2552	Cooper Financial Group Irvine, California	$11.2M	+$6.16K	5	4.5%	Increased
2553	JT Stratford LLC Gainesville, Georgia	$11.2M	-$908K	5	5.15%	Reduced
2554	L2 Asset Management Wayland, Massachusetts	$11.2M	+$11.1M	7	9.84%	New
2555	1776 Wealth Atlanta, Georgia	$11.2M	+$10.5M	7	9.49%	New
2556	DA DCF Advisers Greenwich, Connecticut	$11.1M	+$11M	2	7.05%	New
2557	Arlington Financial Advisors Santa Barbara, California	$11.1M	-$334K	5	6.17%	Reduced
2558	Amarillo National Bank Amarillo, Texas	$11.1M	-$11.8K	6	3.79%	Reduced
2559	Essex Savings Bank Essex, Connecticut	$11.1M	-$574K	7	5.66%	Reduced
2560	River Road Asset Management Louisville, Kentucky	$11.1M	+$4.85M	2	0.17%	Increased
2561	HCM Highlander Capital Management Short Hills, New Jersey	$11M	+$35.5K	11	6.36%	Increased
2562	Bessemer Securities New York	$11M	-$14.9K	5	4.31%	Reduced
2563	AFC AFT Forsyth & Company West Palm Beach, Florida	$11M	+$159K	6	8.41%	Increased
2564	Aperture Investors New York	$11M	+$9.6M	2	7.89%	New
2565	Empirical Finance Havertown, Pennsylvania	$11M	+$3.52M	7	2.68%	Increased
2566	HA Hamel Associates Chatham, New Jersey	$11M	-$101K	5	4.53%	Reduced
2567	DRH Investments Thousand Oaks, California	$11M	+$10.5M	3	10.68%	New
2568	RV Capital Schindellegi, Switzerland	$11M	-$15.1M	1	6.65%	Reduced
2569	McGuire Investment Group Wakefield, Rhode Island	$11M	-$186K	2	3.26%	Reduced
2570	Truvestments Capital Sarasota, Florida	$11M	+$47.6K	6	7.59%	Increased
2571	FTB First Trust Bank Nassau, Bahamas	$11M	$0	2	33.29%	Maintained
2572	St. Denis J. Villere & Co New Orleans, Louisiana	$11M	+$452K	1	0.72%	Increased
2573	Silicon Valley Capital Partners San Jose, California	$10.9M	+$1.59M	3	3.7%	Increased
2574	Raab & Moskowitz Asset Management Chatham, New Jersey	$10.9M	+$139K	7	4.33%	Increased
2575	Bank OZK Little Rock, Arkansas	$10.9M	+$4.02K	5	4.33%	Increased