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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	Hook Mill Capital Partners New York	$33.5M	+$31.2M	1	3.41%	New
2602	Addison Capital Conshohocken, Pennsylvania	$33.5M	-$55.4K	5	13.31%	Reduced
2603	Sentry Investment Management Stevens Point, Wisconsin	$33.4M	-$4.95M	11	15.94%	Reduced
2604	American Trust Lexington, Kentucky	$33.4M	+$720K	8	2.54%	Increased
2605	Ignite Planners San Clemente, California	$33.4M	+$59.3K	9	7.33%	Increased
2606	Unison Asset Management North Miami Beach, Florida	$33.4M	-$492K	5	16.35%	Reduced
2607	Zeno Equity Partners London, United Kingdom	$33.3M	+$932K	1	9.98%	Increased
2608	Eos Management LP New York	$33.3M	+$2.6M	5	14.01%	Increased
2609	ArrowMark Colorado Holdings Denver, Colorado	$33.2M	-$6.13M	4	0.45%	Reduced
2610	Lynch Asset Management Yardley, Pennsylvania	$33.2M	+$42.6K	4	13.46%	Increased
2611	GoodHaven Capital Management Millburn, New Jersey	$33.2M	$0	2	10.71%	Maintained
2612	Cutter & Co Brokerage Ballwin, Missouri	$33.1M	-$264K	6	8.08%	Reduced
2613	Spinnaker Investment Group Newport Beach, California	$33.1M	+$10M	5	7.99%	Increased
2614	Old Point Trust & Financial Services N A Newport News, Virginia	$33.1M	-$954K	8	11.61%	Reduced
2615	NWK Group San Francisco, California	$33.1M	-$709K	4	12.79%	Reduced
2616	Cavalier Investments Alpharetta, Georgia	$33.1M	+$1.28M	2	11.05%	Increased
2617	LPCM Lynwood Price Capital Management Austin, Texas	$33M	+$32M	2	22.74%	New
2618	CNB Bank Clearfield, Pennsylvania	$33M	+$765K	7	15.34%	Increased
2619	Quarry LP New York	$33M	+$28.4M	18	4.63%	Increased
2620	Diameter Capital Partners New York	$33M	+$29M	1	4.87%	New
2621	Nvidia Corp Santa Clara, California	$33M	+$29M	1	10.83%	New
2622	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$33M	-$211K	5	4.35%	Reduced
2623	Udine Wealth Management Boca Raton, Florida	$32.9M	-$264K	4	21.16%	Reduced
2624	III Independent Investors Inc Nesconset, New York	$32.9M	-$42.6K	6	6.51%	Reduced
2625	Stablepoint Partners Braintree, Massachusetts	$32.9M	-$184K	8	6.03%	Reduced