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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
2701	Smithbridge Asset Management Chadds Ford, Pennsylvania	$15.2M	-$405K	5	7%	Reduced
2702	Carrhae Capital London, United Kingdom	$15.2M	-$47.7M	1	8.11%	Reduced
2703	St. Denis J. Villere & Co New Orleans, Louisiana	$15.2M	-$235K	2	0.92%	Reduced
2704	Tree Line Advisors Central, Hong Kong	$15.1M	-$75M	1	2.56%	Reduced
2705	Dendur Capital New York	$15.1M	-$28.2M	1	3.59%	Reduced
2706	Marks Group Wealth Management Minnetonka, Minnesota	$15.1M	+$174K	6	2.35%	Increased
2707	Affinity Investment Advisors Newport Beach, California	$15.1M	-$3.97M	5	6.09%	Reduced
2708	Bar Harbor Trust Services Ellsworth, Maine	$15.1M	+$46.5K	4	5.63%	Increased
2709	Sterling Investment Management Tucson, Arizona	$15.1M	-$131K	4	10.7%	Reduced
2710	AMI Investment Management Kendallville, Indiana	$15.1M	+$7.24K	4	6.65%	Increased
2711	Soditic Asset Management Tonbridge, United Kingdom	$15M	+$14.5M	2	15%	New
2712	Terra Nova Asset Management New York	$15M	+$14.9M	6	15.17%	New
2713	WrapManager Inc Mill Valley, California	$15M	+$1.33M	7	4.39%	Increased
2714	3LCM 3D/L Capital Management Hartford, Connecticut	$15M	+$14.4M	5	18.62%	New
2715	Long Road Investment Counsel Kalamazoo, Michigan	$15M	+$32.9K	4	7.3%	Increased
2716	Journey Advisory Group Covington, Kentucky	$15M	+$14.4M	5	5.62%	New
2717	WealthBridge Capital Management Westerville, Ohio	$15M	+$329K	6	6.57%	Increased
2718	WHAM Windmill Hill Asset Management Waddesdon, United Kingdom	$15M	+$3.97M	4	4.41%	Increased
2719	MIC Capital Partners (Public) (US) IM Al Maryah Island Abu Dhabi, United Arab Emirates	$14.9M	$0	1	3.92%	Maintained
2720	MM Meridian Management Little Rock, Arkansas	$14.9M	+$1.12M	6	4.8%	Increased
2721	Gryphon Financial Partners Columbus, Ohio	$14.9M	+$325K	5	3.84%	Increased
2722	DCM Advisors New York	$14.9M	+$14.5M	9	8.68%	New
2723	Loews Corp New York	$14.9M	-$1.68M	1	0.15%	Reduced
2724	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$14.9M	+$322K	3	5.39%	Increased
2725	Bessemer Securities New York	$14.9M	-$571K	5	6.23%	Reduced