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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	APSI Asset Planning Services Inc Covington, Louisiana	$43.3M	-$2.91M	3	19.13%	Reduced
2577	F1I Fund 1 Investments Rincon, Puerto Rico	$43.3M	+$15.2M	3	5.29%	Increased
2578	Contravisory Investment Management Norwell, Massachusetts	$43.2M	-$571K	11	8.57%	Reduced
2579	Riverview Capital Advisers Boston, Massachusetts	$42.9M	-$429K	4	13%	Reduced
2580	SC Shellback Capital Boston, Massachusetts	$42.9M	-$22.2M	2	4.1%	Reduced
2581	New Republic Capital Charlotte, North Carolina	$42.9M	+$23M	7	11.45%	Increased
2582	Eos Management LP New York	$42.9M	$0	5	16.69%	Maintained
2583	Harvey Investment Company Louisville, Kentucky	$42.8M	-$955K	5	4.56%	Reduced
2584	AMJ Financial Wealth Management Leesburg, Virginia	$42.8M	+$18M	7	10.13%	Increased
2585	Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$42.8M	+$174K	5	8.85%	Increased
2586	Cypress Point Investment Management Mill Valley, California	$42.8M	+$43.1M	4	9.2%	New
2587	Clear Creek Financial Management Silverdale, Washington	$42.8M	+$958K	13	3.49%	Increased
2588	Hourglass Capital Houston, Texas	$42.7M	-$4.47K	7	9.22%	Reduced
2589	MCF Advisors Covington, Kentucky	$42.7M	+$9.8M	17	2.36%	Increased
2590	Rodgers Brothers Harmony, Pennsylvania	$42.7M	-$292K	7	5.11%	Reduced
2591	Mirabaud Asset Management London, United Kingdom	$42.7M	+$3.68M	4	19.77%	Increased
2592	Fairfield, Bush & Co Darien, Connecticut	$42.6M	-$1.55M	6	22.5%	Reduced
2593	Ashton Thomas Securities Rochester, New York	$42.6M	-$2.24M	6	8.09%	Reduced
2594	Chapin Davis Baltimore, Maryland	$42.6M	-$277K	6	9.99%	Reduced
2595	Annandale Capital Dallas, Texas	$42.6M	+$3.54M	4	5.05%	Increased
2596	Indivisible Partners Clearwater, Florida	$42.6M	+$43M	9	4.62%	New
2597	HRC Hoertkorn Richard Charles	$42.5M	-$1.46M	5	16.52%	Reduced
2598	Black Swift Group Boulder, Colorado	$42.5M	+$5.07M	5	7.08%	Increased
2599	Root Financial Partners Encinitas, California	$42.4M	+$3.26M	25	2.17%	Increased
2600	Bradley & Co Private Wealth Management Miami, Florida	$42.4M	-$1.26M	7	22.45%	Reduced