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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	Long Walk Management Greenwich, Connecticut	$23.6M	-$8.04M	2	15.31%	Reduced
2677	Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland	$23.6M	$0	2	12.35%	Maintained
2678	ALAM Asahi Life Asset Management Tokyo, Japan	$23.6M	-$29.5M	7	12.75%	Reduced
2679	Midland Wealth Advisors Effingham, Illinois	$23.6M	+$22.6M	6	1.62%	New
2680	Triangle Securities Wealth Management Raleigh, North Carolina	$23.6M	-$141K	6	7.35%	Reduced
2681	Convergence Investment Partners Palm Beach Gardens, Florida	$23.6M	+$964K	8	12.34%	Increased
2682	Evolutionary Tree Capital Management Alexandria, Virginia	$23.6M	+$446K	5	26.01%	Increased
2683	Lazari Capital Management Woodland Hills, California	$23.5M	-$1.86M	6	13.44%	Reduced
2684	Stonebrook Private Northville, Michigan	$23.5M	+$22.2M	6	7.84%	New
2685	Once Capital Management New York	$23.5M	$0	3	16.87%	Maintained
2686	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$23.5M	-$1.03M	3	6.25%	Reduced
2687	Stolper & Co Tulsa, Oklahoma	$23.4M	-$359K	5	9.44%	Reduced
2688	HCM Highlander Capital Management Short Hills, New Jersey	$23.4M	+$1.3M	13	8.35%	Increased
2689	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$23.4M	-$687K	4	10.53%	Reduced
2690	Tranquility Partners Brentwood, Tennessee	$23.4M	-$1.85M	5	9.79%	Reduced
2691	DCM Dudley Capital Management Middleburg, Virginia	$23.4M	+$414K	6	14.9%	Increased
2692	Strait & Sound Wealth Management San Francisco, California	$23.3M	+$634K	6	14.57%	Increased
2693	Louisbourg Investments Dieppe, New Brunswick, Canada	$23.3M	+$25.8M	6	7.04%	New
2694	SPC Stony Point Capital New York	$23.3M	+$13.3M	3	7.7%	Increased
2695	Red Spruce Capital Berwyn, Pennsylvania	$23.3M	-$136K	6	11.96%	Reduced
2696	AT Arlington Trust Birmingham, Alabama	$23.3M	+$13.1M	14	6.53%	Increased
2697	Daily Journal Corp Los Angeles, California	$23.3M	$0	1	12.56%	Maintained
2698	Carlson Capital Management Northfield, Minnesota	$23.3M	+$2.25M	6	1.19%	Increased
2699	CIA Citadel Investment Advisory Chesterland, Ohio	$23.2M	+$53.3K	6	14.23%	Increased
2700	Mission Creek Capital Partners San Francisco, California	$23.2M	-$81.6K	5	5.97%	Reduced