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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	Zullo Investment Group Scranton, Pennsylvania	$33.1M	-$2.2M	6	13.42%	Reduced
2652	Weiss Asset Management Boston, Massachusetts	$33.1M	+$26.2M	5	0.38%	Increased
2653	SKBA Capital Management San Francisco, California	$33.1M	-$2.76M	3	4.76%	Reduced
2654	Tranquility Partners Brentwood, Tennessee	$33.1M	+$55.9K	6	11.81%	Increased
2655	Tectonic Advisors Frisco, Texas	$33M	-$1.04M	6	1.92%	Reduced
2656	Pekin Hardy Strauss Chicago, Illinois	$33M	-$12.4M	7	3.75%	Reduced
2657	Forest Avenue Capital Management Miami, Florida	$33M	$0	1	2.57%	Maintained
2658	Lummis Asset Management Fort Worth, Texas	$32.9M	-$80K	5	21.55%	Reduced
2659	Honeycomb Asset Management New York	$32.9M	-$25.5M	1	19.15%	Reduced
2660	Whitebark Investors Incline Village, Nevada	$32.9M	-$2.61M	1	15.89%	Reduced
2661	Penbrook Management New York	$32.9M	-$881K	6	24.72%	Reduced
2662	Tremblant Capital Group West Palm Beach, Florida	$32.8M	-$4.62M	1	3.16%	Reduced
2663	Privium Fund Management Amsterdam, Netherlands	$32.8M	-$12.3M	1	7.07%	Reduced
2664	Kathmere Capital Management Wayne, Pennsylvania	$32.7M	+$1.3M	9	2.52%	Increased
2665	VDBMI Van Den Berg Management I Austin, Texas	$32.7M	+$1.15M	5	9.3%	Increased
2666	Connable Office Inc Kalamazoo, Michigan	$32.7M	+$2.83M	5	3.24%	Increased
2667	DGS Capital Management Jersey City, New Jersey	$32.7M	+$1.56M	9	6.75%	Increased
2668	Rempart Asset Management Montreal, Canada	$32.7M	-$1.49M	1	6.27%	Reduced
2669	BAM Bosun Asset Management Chicago, Illinois	$32.6M	+$12.5M	5	9.71%	Increased
2670	HBW Advisory Services Simi Valley, California	$32.6M	+$1.17M	6	4.02%	Increased
2671	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$32.5M	+$243K	5	8.23%	Increased
2672	CIA Citadel Investment Advisory Chesterland, Ohio	$32.5M	-$987K	6	15.75%	Reduced
2673	Transatlantique Private Wealth New York	$32.5M	-$50.8K	8	11.94%	Reduced
2674	AIP Alapocas Investment Partners Beverly, Massachusetts	$32.4M	-$1.62M	3	20.82%	Reduced
2675	DoubleLine ETF Adviser Tampa, Florida	$32.4M	+$1.42M	3	10.39%	Increased