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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
2751	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$37.3M	+$3.09M	6	6.35%	Increased
2752	MMM Mendel Money Management Northbrook, Illinois	$37.3M	-$591K	5	13.64%	Reduced
2753	AA Altman Advisors Chicago, Illinois	$37.2M	-$1.73M	6	13.36%	Reduced
2754	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$37.2M	-$436K	17	8.28%	Reduced
2755	SCM Stonebridge Capital Management Los Angeles, California	$37.2M	-$5.25M	6	17.93%	Reduced
2756	FWM Finer Wealth Management Salem, Massachusetts	$37.2M	-$468K	5	16.62%	Reduced
2757	FI Firetrail Investments Sydney, NSW, Australia	$37.2M	+$12.9M	4	10.48%	Increased
2758	WA1 Wimmer Associates 1 Pasadena, California	$37M	-$1.21M	5	16.75%	Reduced
2759	AP Anchyra Partners Atlanta, Georgia	$37M	+$584K	10	8.88%	Increased
2760	WCM Wisconsin Capital Management Madison, Wisconsin	$36.9M	-$274K	4	17.53%	Reduced
2761	NRCM Northern Right Capital Management Darien, Connecticut	$36.9M	+$14.9M	3	10.95%	Increased
2762	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$36.9M	-$905K	6	8.43%	Reduced
2763	SAM Sagewood Asset Management New York	$36.9M	+$2.65M	12	8.34%	Increased
2764	SL Salomon & Ludwin Richmond, Virginia	$36.8M	-$632K	21	3.03%	Reduced
2765	SFA Souders Financial Advisors Cincinnati, Ohio	$36.8M	+$635K	7	3.7%	Increased
2766	CFO CVA Family Office Denver, Colorado	$36.8M	+$307K	20	3.33%	Increased
2767	AW Atlas Wealth Cincinnati, Ohio	$36.7M	-$744K	6	5.24%	Reduced
2768	GCM Gibraltar Capital Management Tulsa, Oklahoma	$36.7M	+$2.81M	6	5.65%	Increased
2769	CA CGN Advisors Manhattan, Kansas	$36.7M	+$1.51M	6	2.68%	Increased
2770	DCM Dudley Capital Management Middleburg, Virginia	$36.7M	+$595K	6	14.67%	Increased
2771	CRI Colonial River Investments Midlothian, Virginia	$36.7M	-$660K	8	10.44%	Reduced
2772	MJFG Mars Jewett Financial Group Bellevue, Washington	$36.7M	+$1.46M	4	7.43%	Increased
2773	BFO Biltmore Family Office Charlotte, North Carolina	$36.7M	-$1.1M	7	4.82%	Reduced
2774	EML Eos Management LP New York	$36.6M	$0	5	14.52%	Maintained
2775	SP Stablepoint Partners Braintree, Massachusetts	$36.6M	-$444K	8	5.07%	Reduced