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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
2601	BBR Partners New York	$1.75M	+$1.17M	3	0.29%	Increased
2602	Seven Eight Capital New York	$1.75M	-$1.58M	3	0.6%	Reduced
2603	TI Turner Investments Berwyn, Pennsylvania	$1.74M	-$4.19M	2	0.55%	Reduced
2604	PAWC P.A.W. Capital Greenwich, Connecticut	$1.73M	$0	1	1.98%	Maintained
2605	Aristeia Capital Greenwich, Connecticut	$1.71M	+$1.8M	1	0.14%	New
2606	Corda Investment Management Houston, Texas	$1.7M	+$18.9K	1	0.27%	Increased
2607	SAM Sunnymeath Asset Management Red Bank, New Jersey	$1.7M	+$169K	2	2.49%	Increased
2608	AW Alpha Windward Westwood, Massachusetts	$1.7M	+$265K	7	1.22%	Increased
2609	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.69M	-$49.4K	2	1.08%	Reduced
2610	PTCG Pring Turner Capital Group Alamo, California	$1.69M	-$1.3M	1	2.21%	Reduced
2611	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$1.68M	-$716K	2	1.96%	Reduced
2612	ECM Empire Capital Management Westport, Connecticut	$1.68M	+$827K	1	2.49%	Increased
2613	AFA Abacus FCF Advisors Orlando, Florida	$1.66M	-$188K	1	1.07%	Reduced
2614	IFS Ifrah Financial Services Little Rock, Arkansas	$1.66M	-$221K	2	0.66%	Reduced
2615	DE Day & Ennis Macon, Georgia	$1.66M	-$1.35K	2	1.8%	Reduced
2616	NAM Needelman Asset Management Ladera Ranch, California	$1.65M	-$16.8K	2	4.72%	Reduced
2617	Fairview Capital Investment Management Greenbrae, California	$1.64M	-$36.4K	2	0.13%	Reduced
2618	Point72 Hong Kong Hong Kong	$1.64M	+$964K	6	1.9%	Increased
2619	SMH Sanders Morris Harris Houston, Texas	$1.64M	-$7.2M	4	0.38%	Reduced
2620	Forward Management San Francisco, California	$1.63M	+$47.9K	1	0.14%	Increased
2621	BerganKDV Wealth Management Bloomington, Minnesota	$1.63M	+$397K	4	0.7%	Increased
2622	RTS Round Table Services Westfield, New Jersey	$1.61M	+$528K	3	0.91%	Increased
2623	Baystate Wealth Management Boston, Massachusetts	$1.61M	-$41.7K	3	0.36%	Reduced
2624	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.6M	-$803K	3	0.69%	Reduced
2625	Coastal Bridge Advisors Westport, Connecticut	$1.6M	+$518K	3	0.84%	Increased