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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
2576	Peregrine Asset Advisers Portland, Oregon	$10.6M	-$967K	6	7.96%	Reduced
2577	Long Road Investment Counsel Kalamazoo, Michigan	$10.6M	+$250K	4	7.56%	Increased
2578	SOL Capital Management Rockville, Maryland	$10.6M	-$68.4K	9	3.49%	Reduced
2579	McGuire Investment Group Wakefield, Rhode Island	$10.5M	-$32.8K	2	4.39%	Reduced
2580	Svenska Handelsbanken Stockholm, Sweden	$10.5M	-$378K	4	13.99%	Reduced
2581	Capital Insight Partners Scottsdale, Arizona	$10.5M	+$1.05M	5	5.56%	Increased
2582	Hamilton Lane Advisors Conshohocken, Pennsylvania	$10.5M	-$2.58M	3	6.08%	Reduced
2583	Raab & Moskowitz Asset Management Chatham, New Jersey	$10.5M	-$118K	4	5.72%	Reduced
2584	Tranquility Partners Brentwood, Tennessee	$10.5M	+$1.61M	4	12.06%	Increased
2585	EGA E&G Advisors Houston, Texas	$10.5M	-$170K	8	5.17%	Reduced
2586	Gibraltar Capital Management Tulsa, Oklahoma	$10.5M	+$377K	3	7.45%	Increased
2587	Plotkin Financial Advisors Chevy Chase, Maryland	$10.5M	-$360K	4	12.69%	Reduced
2588	Moseley Investment Management Bradenton, Florida	$10.5M	+$180K	6	12.28%	Increased
2589	Bessemer Securities New York	$10.4M	-$240K	5	5.18%	Reduced
2590	Brooktree Capital Management Gand Rapids, Michigan	$10.4M	+$3.46M	6	12.1%	Increased
2591	Essex Savings Bank Essex, Connecticut	$10.4M	-$34.2K	6	7.44%	Reduced
2592	IndexIQ Advisors New York	$10.4M	-$3.13M	8	0.49%	Reduced
2593	Israel Discount Bank of New York New York	$10.4M	+$742K	6	8%	Increased
2594	Aperture Investors New York	$10.4M	+$378K	3	4.12%	Increased
2595	IMA Advisory Services Denver, Colorado	$10.4M	+$2.3M	6	4.58%	Increased
2596	Cypress Wealth Services Palm Desert, California	$10.4M	+$619K	7	3.06%	Increased
2597	Grace Capital Quincy, Massachusetts	$10.4M	+$766K	8	10.23%	Increased
2598	TLCM Tiger Legatus Capital Management New York	$10.4M	-$2M	1	6.09%	Reduced
2599	Biltmore Family Office Charlotte, North Carolina	$10.4M	-$10.2M	6	6.81%	Reduced
2600	Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$10.4M	$0	2	7.05%	Maintained