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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	HCM Highlander Capital Management Short Hills, New Jersey	$20.1M	+$168K	14	9.42%	Increased
2702	Van Leeuwen & Company Princeton, New Jersey	$20.1M	-$3.2M	4	14.79%	Reduced
2703	Convergence Investment Partners Palm Beach Gardens, Florida	$20.1M	-$1.02M	8	10.36%	Reduced
2704	Chatham Capital Group Savannah, Georgia	$20.1M	-$322K	6	3.89%	Reduced
2705	Huber Capital Management El Segundo, California	$20.1M	$0	4	4.97%	Maintained
2706	RMSCM R.M. Sincerbeaux Capital Management New York	$20.1M	-$271K	2	12.71%	Reduced
2707	Brown Miller Wealth Management Mclean, Virginia	$20.1M	+$662K	5	11.6%	Increased
2708	SkyOak Wealth Southfield, Michigan	$20M	-$268K	8	5.57%	Reduced
2709	AIP Alapocas Investment Partners Beverly, Massachusetts	$20M	-$223K	3	17.2%	Reduced
2710	Stiles Financial Services Edina, Minnesota	$20M	+$684K	9	10.01%	Increased
2711	DRW Securities Chicago, Illinois	$20M	+$7.37M	7	0.54%	Increased
2712	Strong Tower Advisory Services Minneapolis, Minnesota	$20M	-$880K	3	10.21%	Reduced
2713	Old Point Trust & Financial Services N A Newport News, Virginia	$20M	-$445K	3	8.17%	Reduced
2714	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$19.9M	-$150K	2	15.35%	Reduced
2715	Old Port Advisors Portland, Maine	$19.9M	-$140K	7	6.79%	Reduced
2716	Goodman Financial Houston, Texas	$19.9M	+$1.11M	3	5.65%	Increased
2717	AMC Asset Management Corp Northbrook, Illinois	$19.9M	+$2.16M	6	9.93%	Increased
2718	Parisi Gray Wealth Management Mendham, New Jersey	$19.9M	-$183K	6	8.06%	Reduced
2719	Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$19.9M	+$114K	6	3.26%	Increased
2720	DCM Difesa Capital Management New York	$19.8M	+$419K	3	10.02%	Increased
2721	Hickory Lane Capital Management New York	$19.8M	+$6.58M	3	12.11%	Increased
2722	M. Kulyk & Associates Decatur, Georgia	$19.8M	+$63.9K	6	5.41%	Increased
2723	Beacon Financial Group Dallas, Texas	$19.8M	+$778K	7	2.64%	Increased
2724	Kadensa Capital Central, Hong Kong	$19.8M	-$154M	1	10.09%	Reduced
2725	1WCM 12 West Capital Management New York	$19.8M	$0	1	1.2%	Maintained