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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	Constitution Capital Shelton, Connecticut	$34.9M	-$13.9M	3	17.42%	Reduced
2627	Deuterium Capital Management Clearwater, Florida	$34.8M	+$15M	4	40.49%	Increased
2628	IKE Capital New York	$34.8M	+$8.85M	8	19.65%	Increased
2629	Rare Wolf Capital Bellevue, Washington	$34.8M	+$2.49M	4	22.53%	Increased
2630	Monarch Capital Management Fort Wayne, Indiana	$34.8M	-$174K	5	8.51%	Reduced
2631	Regent Peak Wealth Advisors Atlanta, Georgia	$34.7M	+$890K	6	7.09%	Increased
2632	Parisi Gray Wealth Management Mendham, New Jersey	$34.7M	+$276K	7	8.27%	Increased
2633	Unison Asset Management North Miami Beach, Florida	$34.7M	+$2.92M	4	15.85%	Increased
2634	Valley National Advisers Bethlehem, Pennsylvania	$34.7M	+$261K	15	4.49%	Increased
2635	McAdam LLC Philadelphia, Pennsylvania	$34.7M	+$6.82M	12	1.56%	Increased
2636	Richards, Merrill & Peterson Spokane, Washington	$34.6M	+$3.97M	7	12.71%	Increased
2637	Groupe des Assurances du Credit Mutuel Strasbourg, France	$34.6M	$0	1	17.12%	Maintained
2638	Capital Advisors Wealth Management Yakima, Washington	$34.6M	+$213K	6	4.65%	Increased
2639	Pacific Heights Asset Management San Francisco, California	$34.6M	+$8M	1	1.16%	Increased
2640	HP Hound Partners New York	$34.6M	+$13.5M	2	4.33%	Increased
2641	Ducere Wealth Management Newport Beach, California	$34.6M	+$751K	4	13.75%	Increased
2642	White Pine Capital Bloomington, Minnesota	$34.6M	+$635K	7	9.4%	Increased
2643	JFS Wealth Advisors Hermitage, Pennsylvania	$34.5M	-$957K	23	1.93%	Reduced
2644	United Bank (Georgia) Zebulon, Georgia	$34.4M	+$1.5M	5	11.46%	Increased
2645	Fortis Group Advisors Westwood, New Jersey	$34.4M	+$2.18M	13	5.69%	Increased
2646	FSM Wealth Advisors Cleveland, Ohio	$34.4M	+$104K	6	4.42%	Increased
2647	Buckhead Capital Management Atlanta, Georgia	$34.4M	-$751K	6	12.95%	Reduced
2648	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$34.4M	-$1.18M	10	10.61%	Reduced
2649	Hingham Institution for Savings Hingham, Massachusetts	$34.3M	-$9.27M	1	30.35%	Reduced
2650	Channing Capital Management Chicago, Illinois	$34.3M	+$10.6M	3	0.88%	Increased