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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
2651	FIM FWL Investment Management Dallas, Texas	$20.6M	-$420K	5	14.07%	Reduced
2652	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$20.6M	-$349K	7	5.67%	Reduced
2653	Benedict Financial Advisors Atlanta, Georgia	$20.6M	-$634K	3	5.66%	Reduced
2654	Legato Capital Management San Francisco, California	$20.6M	-$2.12M	8	2.79%	Reduced
2655	Engle Capital Management Greenwich, Connecticut	$20.6M	-$4.78M	2	6.37%	Reduced
2656	Naviter Wealth Little Rock, Arkansas	$20.6M	+$1.87M	6	5.23%	Increased
2657	Orca Investment Management Roseburg, Oregon	$20.5M	-$313K	5	22.38%	Reduced
2658	Marvin & Palmer Associates Wilmington, Delaware	$20.5M	+$19.3M	2	9.25%	New
2659	Advocate Group Minnetonka, Minnesota	$20.5M	+$140K	2	4.51%	Increased
2660	Tsai Capital New York	$20.5M	-$396K	4	18.57%	Reduced
2661	Carderock Capital Management Chevy Chase, Maryland	$20.5M	-$1.97M	2	6.34%	Reduced
2662	Souders Financial Advisors Cincinnati, Ohio	$20.5M	-$1.01M	5	3.91%	Reduced
2663	Sitrin Capital Management Century City, California	$20.4M	+$134K	5	11.49%	Increased
2664	Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$20.4M	$0	1	7.47%	Maintained
2665	Nikulski Financial Bettendorf, Iowa	$20.4M	-$18K	3	8.45%	Reduced
2666	Matthew 25 Management Corp Ambler, Pennsylvania	$20.4M	+$4.3M	2	7.54%	Increased
2667	MIC Maxi Investments CY Limassol, Cyprus	$20.4M	$0	3	14.62%	Maintained
2668	Mill Creek Capital Advisors Conshohocken, Pennsylvania	$20.4M	+$193K	6	0.66%	Increased
2669	Founders Financial Alliance Raleigh, North Carolina	$20.3M	+$3.56M	8	8.01%	Increased
2670	Essex Savings Bank Essex, Connecticut	$20.3M	+$135K	6	6.78%	Increased
2671	Farther Finance Advisors San Francisco, California	$20.3M	+$6.88M	22	4.43%	Increased
2672	Tradewinds LLC Raleigh, North Carolina	$20.2M	+$273K	5	11.93%	Increased
2673	Roanoke Asset Management Jersey City, New Jersey	$20.2M	+$821K	4	8.01%	Increased
2674	Brown Miller Wealth Management Mclean, Virginia	$20.2M	+$670K	6	10.91%	Increased
2675	Bedel Financial Consulting Indianapolis, Indiana	$20.2M	+$154K	7	4.22%	Increased