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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	Alpine Woods Capital Investors Purchase, New York	$29.7M	-$12.6M	6	7.45%	Reduced
2552	KSCM Kamunting Street Capital Management Miami Beach, Florida	$29.7M	+$21.1M	2	19.9%	Increased
2553	Quotient Wealth Partners Dallas, Texas	$29.6M	-$867K	7	0.95%	Reduced
2554	DI Diligent Investors Redlands, California	$29.6M	+$348K	7	7.19%	Increased
2555	TM Thiel Macro Los Angeles, California	$29.6M	-$10.2M	1	19.31%	Reduced
2556	Silver Oak Securities Jackson, Tennessee	$29.5M	+$262K	10	2.71%	Increased
2557	Brick & Kyle Associates Newtown, Pennsylvania	$29.5M	+$271K	4	13.52%	Increased
2558	Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$29.5M	+$2.35M	6	5.89%	Increased
2559	Citizens & Northern Corp Wellsboro, Pennsylvania	$29.5M	-$932K	5	8.3%	Reduced
2560	Founders Financial Alliance Raleigh, North Carolina	$29.4M	+$2.58M	9	7.13%	Increased
2561	Empire Financial Management Company New York	$29.4M	+$1.26M	7	9.09%	Increased
2562	Cinctive Capital Management New York	$29.4M	-$51.8M	4	2.25%	Reduced
2563	Spinnaker Investment Group Newport Beach, California	$29.4M	-$13.5K	5	6.64%	Reduced
2564	NewSquare Capital Newtown Square, Pennsylvania	$29.4M	+$2.78M	16	2.39%	Increased
2565	Valley National Advisers Bethlehem, Pennsylvania	$29.3M	+$2.28M	14	5.29%	Increased
2566	Frisch Financial Group Melville, New York	$29.3M	-$22.6K	6	8.23%	Reduced
2567	IIA IPG Investment Advisors San Diego, California	$29.3M	+$1.28M	5	6.63%	Increased
2568	Liberty One Investment Management Libertyville, Illinois	$29.3M	+$1.22M	8	2.96%	Increased
2569	MSA Advisors Santa Monica, California	$29.3M	+$2.28M	3	7.49%	Increased
2570	Dover Advisors Richmond, Virginia	$29.2M	+$5.53M	6	12.73%	Increased
2571	Madrona Financial Services Everett, Washington	$29.2M	+$1.93M	5	8.03%	Increased
2572	Lynch Asset Management Yardley, Pennsylvania	$29.2M	+$48.6K	4	13.1%	Increased
2573	Anchor Capital Advisors Boston, Massachusetts	$29.1M	-$1.18M	5	0.87%	Reduced
2574	Lumbard & Kellner Hollis, New Hampshire	$29.1M	+$9.6M	6	12.84%	Increased
2575	Capital Planning Bellevue, Washington	$29.1M	+$1.07M	4	8.14%	Increased