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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
2726	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$18.1M	+$131K	9	4.56%	Increased
2727	Bank OZK Little Rock, Arkansas	$18.1M	+$16.5K	6	8.18%	Increased
2728	Brown Miller Wealth Management Mclean, Virginia	$18M	+$138K	5	11.32%	Increased
2729	Nicholas Investment Partners Rancho Santa Fe, California	$18M	+$6.28M	4	1.32%	Increased
2730	Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$18M	$0	2	7.25%	Maintained
2731	FCA FLC Capital Advisors Palm Desert, California	$18M	+$277K	6	5.32%	Increased
2732	Geneva Partners Lake Geneva, Wisconsin	$18M	-$12.2M	2	8.53%	Reduced
2733	Canal Capital Management Richmond, Virginia	$18M	-$65.7K	5	5.13%	Reduced
2734	Corsair Capital Management New York	$18M	+$497K	3	3.43%	Increased
2735	Solstein Capital Menlo Park, California	$18M	+$11.5M	9	10.32%	Increased
2736	DA DCF Advisers Greenwich, Connecticut	$17.9M	-$7.83M	4	7.92%	Reduced
2737	Kirr Marbach & Co Columbus, Indiana	$17.9M	-$528K	1	5.25%	Reduced
2738	Cumberland Advisors Sarasota, Florida	$17.9M	-$381K	5	4.15%	Reduced
2739	Horizon Kinetics Asset Management New York	$17.9M	-$700K	3	0.42%	Reduced
2740	UMC United Maritime Capital New York	$17.9M	-$27.7M	6	19.93%	Reduced
2741	Kingfisher Capital Charlotte, North Carolina	$17.9M	+$330K	4	4.64%	Increased
2742	VFG V2 Financial group Naperville, Illinois	$17.8M	+$4.16M	6	15.38%	Increased
2743	Impala Asset Management Palm Beach, Florida	$17.8M	+$18.2M	1	1.27%	New
2744	Emerald Advisers Leola, Pennsylvania	$17.8M	+$1.3M	5	0.65%	Increased
2745	Plancorp LLC Saint Louis, Missouri	$17.8M	+$2.45M	7	1.23%	Increased
2746	Kennedy Capital Management St Louis, Missouri	$17.8M	-$4.25M	1	0.4%	Reduced
2747	Waycross Partners Louisville, Kentucky	$17.7M	-$9.2M	4	11.17%	Reduced
2748	Fairhaven Wealth Management Oak Brook, Illinois	$17.7M	+$863K	5	7.3%	Increased
2749	SOL Capital Management Rockville, Maryland	$17.7M	+$393K	9	3.52%	Increased
2750	Piscataqua Savings Bank Portsmouth, New Hampshire	$17.7M	-$84K	7	15.27%	Reduced