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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
2626	SC US (TTGP) Menlo Park, California	$6.02M	$0	1	1.28%	Maintained
2627	KA Kaizen Advisory Wheaton, Illinois	$6M	+$3.54M	10	3.05%	Increased
2628	EMR Errol M. Rudman	$5.97M	+$2.48M	2	2.78%	Increased
2629	BPCM Beach Point Capital Management Santa Monica, California	$5.97M	-$5.76M	1	1.22%	Reduced
2630	PIM Partner Investment Management San Francisco, California	$5.96M	-$773K	3	4.82%	Reduced
2631	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$5.96M	+$2.37M	4	2.78%	Increased
2632	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$5.96M	-$1.8M	6	3.12%	Reduced
2633	BIA Barry Investment Advisors New Bedford, Massachusetts	$5.96M	+$5.7M	2	2.28%	Increased
2634	YCM Yakira Capital Management Westport, Connecticut	$5.93M	$0	1	1.44%	Maintained
2635	ACM AidennLair Capital Management New York	$5.93M	-$2.23M	1	2.97%	Reduced
2636	Summit Securities Group New York	$5.92M	+$2.81M	2	0.85%	Increased
2637	RPg Family Wealth Advisory Burlington, Massachusetts	$5.91M	-$1.34M	6	4.59%	Reduced
2638	CAN Claraphi Advisory Network Aliso Viejo, United States	$5.9M	+$225K	7	3.81%	Increased
2639	EM ELCO Management New York	$5.89M	+$216K	3	3.17%	Increased
2640	Park Avenue Securities New York	$5.89M	+$887K	4	1.04%	Increased
2641	CGM Centenus Global Management New York	$5.88M	+$4.42M	2	1.1%	Increased
2642	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$5.87M	-$33K	3	4.96%	Reduced
2643	FNB Farmers National Bank Danville, Kentucky	$5.87M	+$842K	6	3.58%	Increased
2644	BBWA Bell & Brown Wealth Advisors Newport Beach, California	$5.87M	-$320K	5	5.79%	Reduced
2645	GSC G&S Capital Denver, Colorado	$5.84M	-$253K	6	4.47%	Reduced
2646	MPEM Marathon Partners Equity Management New York	$5.84M	+$653K	2	2.04%	Increased
2647	CCA Covey Capital Advisors Atlanta, Georgia	$5.82M	+$337K	2	7.84%	Increased
2648	Good Life Advisors Reading, Pennsylvania	$5.82M	+$319K	7	1.85%	Increased
2649	Banco BTG Pactual Rio De Janeiro, Brazil	$5.82M	+$4.37M	5	3.47%	Increased
2650	NERM New England Research & Management Chicago, Illinois	$5.8M	+$402K	5	3.83%	Increased