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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
2676	Harbert Fund Advisors Birmingham, Alabama	$20.5M	+$8.23M	4	14.59%	Increased
2677	Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$20.4M	-$831K	6	2.39%	Reduced
2678	FIM FWL Investment Management Dallas, Texas	$20.4M	-$213K	9	13.68%	Reduced
2679	Gryphon Financial Partners Columbus, Ohio	$20.4M	+$1.35M	6	4.73%	Increased
2680	Brown Miller Wealth Management Mclean, Virginia	$20.4M	+$759K	6	11.37%	Increased
2681	Trust Company of Oklahoma Tulsa, Oklahoma	$20.3M	+$761K	5	8.11%	Increased
2682	BC Belmont Capital Los Angeles, California	$20.3M	-$923K	8	10.98%	Reduced
2683	Bienville Capital Management New York	$20.3M	-$509K	4	5.63%	Reduced
2684	Mission Creek Capital Partners San Francisco, California	$20.3M	-$510K	5	6.82%	Reduced
2685	Redwood Grove Capital Palo Alto, California	$20.3M	+$260K	2	8.14%	Increased
2686	Mayar Capital London, United Kingdom	$20.3M	$0	1	17.32%	Maintained
2687	Fairhaven Wealth Management Oak Brook, Illinois	$20.3M	-$8.83K	5	8.08%	Reduced
2688	Biltmore Family Office Charlotte, North Carolina	$20.3M	+$3.91M	6	4.6%	Increased
2689	HCM Hall Capital Management Barrington, Rhode Island	$20.2M	-$685K	5	12.93%	Reduced
2690	Ravenstone Capital Management Toronto,	$20.2M	-$500K	3	16.73%	Reduced
2691	Graphene Investments SAS Paris, France	$20.1M	+$3.43M	4	14.11%	Increased
2692	Advocate Group Minnetonka, Minnesota	$20.1M	-$92.1K	2	4.65%	Reduced
2693	Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$20M	+$7.33M	3	6.38%	Increased
2694	Carderock Capital Management Chevy Chase, Maryland	$20M	-$437K	2	6.72%	Reduced
2695	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$20M	+$112K	7	5.77%	Increased
2696	Van Leeuwen & Company Princeton, New Jersey	$20M	-$356K	5	12.47%	Reduced
2697	Hikari Power Tokyo, Japan	$20M	-$77.6K	2	1.96%	Reduced
2698	First Wilshire Securities Management Pasadena, California	$20M	+$1.72M	4	6.84%	Increased
2699	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$20M	+$574K	8	8.43%	Increased
2700	Orca Investment Management Roseburg, Oregon	$19.9M	-$367K	5	22.14%	Reduced