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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	WFI West Family Investments Carlsbad, California	$43.9M	-$3.87M	8	10.32%	Reduced
2552	SmartHarvest Portfolios Poulsbo, Washington	$43.9M	+$43.4M	8	15.27%	New
2553	Seaview Investment Managers Miami, Florida	$43.9M	+$8.46M	5	16.51%	Increased
2554	Pembroke Management Montreal, Quebec, Canada	$43.9M	-$4.82M	5	4.54%	Reduced
2555	Monolith Management Hong Kong	$43.9M	+$9.6M	2	16.43%	Increased
2556	Long Road Investment Counsel Kalamazoo, Michigan	$43.9M	-$2.82M	4	16.61%	Reduced
2557	Interchange Capital Partners Pittsburgh, Pennsylvania	$43.8M	+$1.78M	9	8.13%	Increased
2558	Mirova Paris, France	$43.8M	+$1.27M	3	6.32%	Increased
2559	Regents Gate Capital London, United Kingdom	$43.8M	$0	1	14.02%	Maintained
2560	Evolution Wealth Advisors Aventura, Florida	$43.7M	-$278K	5	4.41%	Reduced
2561	Sovereign Financial Group Stamford, Connecticut	$43.7M	-$256K	6	7.54%	Reduced
2562	Permanent Capital Management Chicago, Illinois	$43.7M	-$151K	5	8.52%	Reduced
2563	Leelyn Smith Geneva, Illinois	$43.7M	+$2.83M	6	6.32%	Increased
2564	BIP Wealth Atlanta, Georgia	$43.7M	+$18.1M	7	1.54%	Increased
2565	Thames Capital Management Roseland, New Jersey	$43.6M	-$4.95M	3	6.33%	Reduced
2566	Fischer Financial Services Harrisburg, Pennsylvania	$43.6M	-$1.74M	4	11.52%	Reduced
2567	Arthedge Capital Management Jericho, New York	$43.5M	-$6.31M	3	28.52%	Reduced
2568	Keebeck Wealth Management Chicago, Illinois	$43.5M	+$2.45M	8	5.02%	Increased
2569	KHCM Kirtland Hills Capital Management Bratenahl, Ohio	$43.5M	+$8.58M	9	15.26%	Increased
2570	Poehling Capital Management Madison, Wisconsin	$43.5M	-$2.97M	6	8.9%	Reduced
2571	WealthPLAN Partners Omaha, Nebraska	$43.5M	-$3.1M	6	6.5%	Reduced
2572	Marathon Capital Management Hunt Valley, Maryland	$43.5M	-$436K	6	9.36%	Reduced
2573	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$43.5M	+$6.93M	10	16.47%	Increased
2574	Harrington Investments Napa, California	$43.5M	-$2.63M	5	21.83%	Reduced
2575	VCM Viewpoint Capital Management Seattle, Washington	$43.4M	+$374K	6	18.8%	Increased