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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	Connable Office Inc Kalamazoo, Michigan	$33.9M	-$834K	6	3.34%	Reduced
2677	KPP Advisory Services Louisville, Kentucky	$33.9M	-$456K	9	4.92%	Reduced
2678	Oakcliff Capital Partners New York	$33.9M	$0	1	14.96%	Maintained
2679	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$33.8M	-$323K	5	7.54%	Reduced
2680	DA DCF Advisers Greenwich, Connecticut	$33.8M	+$2.11M	5	9.02%	Increased
2681	LPCM Lynwood Price Capital Management Austin, Texas	$33.8M	-$4.39M	2	18.14%	Reduced
2682	Red Spruce Capital Berwyn, Pennsylvania	$33.7M	+$266K	7	13.86%	Increased
2683	Evelyn Partners Investment Management (Europe) Dublin,	$33.7M	-$611K	8	11.61%	Reduced
2684	Cypress Wealth Services Palm Desert, California	$33.7M	-$771K	6	4.76%	Reduced
2685	Black Swift Group Boulder, Colorado	$33.7M	-$5.89M	4	5.89%	Reduced
2686	Citizens & Northern Corp Wellsboro, Pennsylvania	$33.7M	+$714K	6	8.39%	Increased
2687	Highlander Partners Dallas, Texas	$33.6M	-$7.87K	4	13.16%	Reduced
2688	Concord Asset Management (Virginia) Abingdon, Virginia	$33.6M	+$686K	6	5.68%	Increased
2689	Biltmore Family Office Charlotte, North Carolina	$33.6M	-$128K	6	4.7%	Reduced
2690	TLC True Light Capital Singapore,	$33.5M	$0	1	16.95%	Maintained
2691	Chickasaw Capital Management Memphis, Tennessee	$33.5M	+$200K	7	1.18%	Increased
2692	Triavera Capital Larkspur, California	$33.5M	+$2.43M	2	20%	Increased
2693	Advyzon Investment Management Lisle, Illinois	$33.5M	+$1.14M	6	3%	Increased
2694	AlpenGlobal Capital Tahoe City, California	$33.5M	+$36.4M	5	21.29%	New
2695	Fairbanks Capital Management Rancho Santa Fe, California	$33.4M	-$3.32M	5	20.89%	Reduced
2696	Altman Advisors Chicago, Illinois	$33.4M	+$1.22M	7	13.84%	Increased
2697	Blue Whale Capital London, United Kingdom	$33.4M	+$36.5M	1	1.59%	New
2698	Curtis Advisory Group Santa Barbara, California	$33.3M	+$3.32M	4	7.18%	Increased
2699	Philosophy Capital Management Alamo, California	$33.3M	+$37.7M	1	2.04%	New
2700	Finer Wealth Management Salem, Massachusetts	$33.3M	-$451K	5	16.7%	Reduced