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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	RFMS RWQ Financial Management Services Naples, Florida	$42.4M	-$31.3M	3	19.49%	Reduced
2602	KSCM Kamunting Street Capital Management Miami Beach, Florida	$42.4M	+$24.1M	3	28.89%	Increased
2603	Empirical Capital Management Hendersonville, Tennessee	$42.4M	+$6.43M	2	27.84%	Increased
2604	PYA Waltman Capital Knoxville, Tennessee	$42.3M	-$1.95M	4	11.36%	Reduced
2605	Buttonwood Financial Advisors Baltimore, Maryland	$42.3M	-$1.26M	5	14.1%	Reduced
2606	Annis Gardner Whiting Capital Advisors Tampa, Florida	$42.2M	+$2.98M	14	8%	Increased
2607	LTS One Management New York	$42.2M	-$5.04M	2	16.29%	Reduced
2608	AIP Alapocas Investment Partners Beverly, Massachusetts	$42.2M	-$1.52M	3	28.28%	Reduced
2609	Lakeside Advisors Seattle, Washington	$42.2M	-$400K	3	26.96%	Reduced
2610	Snider Financial Group Bellevue, Washington	$42.1M	-$3.53M	5	11.23%	Reduced
2611	Monarch Capital Management Fort Wayne, Indiana	$42.1M	-$539K	6	10.35%	Reduced
2612	VWM VCI Wealth Management St Louis, Missouri	$42.1M	+$3.2M	4	11.7%	Increased
2613	Triad Wealth Partners Lawrence, Kansas	$42M	+$8.1M	8	3.99%	Increased
2614	Lincoln Capital Corp East Greenwich, Rhode Island	$42M	-$1.4M	4	14.92%	Reduced
2615	Stableford Capital II Scottsdale, Arizona	$42M	+$995K	7	15.16%	Increased
2616	Ellevest Inc New York	$41.9M	-$802K	11	5.8%	Reduced
2617	Hilltop National Bank Casper, Wyoming	$41.9M	+$10.1M	12	10.14%	Increased
2618	Ardent Capital Management Cincinnati, Ohio	$41.9M	+$274K	4	16.58%	Increased
2619	Greystone Financial Group Bloomfield Hills, Michigan	$41.9M	+$850K	5	6.54%	Increased
2620	Highline Wealth Partners Sherman Oaks, California	$41.9M	-$480K	13	11.79%	Reduced
2621	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$41.9M	-$733K	4	14.12%	Reduced
2622	Addison Capital Conshohocken, Pennsylvania	$41.9M	-$2.48M	5	10.45%	Reduced
2623	CE Cornerstone Enterprises Appleton, Wisconsin	$41.8M	+$2.42M	6	20.02%	Increased
2624	TWP Tyche Wealth Partners Plano, Texas	$41.8M	+$3.47M	7	6.64%	Increased
2625	Old Second National Bank of Aurora Aurora, Illinois	$41.7M	-$2.48M	8	8.34%	Reduced