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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	Mount Vernon Associates Baltimore, Maryland	$19.2M	-$63.3K	4	21.25%	Reduced
2752	Alpha Square Group S New York	$19.2M	+$1.06M	7	19.46%	Increased
2753	HCM Highlander Capital Management Short Hills, New Jersey	$19.2M	+$1.9M	13	7.54%	Increased
2754	Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$19.2M	-$1.36M	10	5.36%	Reduced
2755	Engine No 1 LLC San Francisco, California	$19.1M	+$2.24M	1	10.08%	Increased
2756	Hixon Zuercher Findlay, Ohio	$19.1M	+$271K	4	10.03%	Increased
2757	HH HWG Holdings Houston, Texas	$19.1M	-$837K	4	10.39%	Reduced
2758	BE Bonness Enterprises Washington, District of Columbia	$19.1M	$0	4	8.74%	Maintained
2759	MONECO Advisors Fairfield, Connecticut	$19.1M	+$585K	6	5.17%	Increased
2760	Chapman Investment Management San Anselmo, California	$19M	+$2.82M	3	16.12%	Increased
2761	CNA Financial Chicago, Illinois	$19M	+$1.5M	2	10.68%	Increased
2762	VeraBank Henderson, Texas	$19M	+$981K	5	7.3%	Increased
2763	Founders Financial Alliance Raleigh, North Carolina	$19M	-$788K	9	8.3%	Reduced
2764	Strait & Sound Wealth Management San Francisco, California	$19M	+$822K	6	16.3%	Increased
2765	Allen Capital Group Grand Island, Nebraska	$19M	-$181K	6	3.36%	Reduced
2766	BWCP LP Dallas, Texas	$19M	-$8.4M	1	6.81%	Reduced
2767	Buck Wealth Strategies Denver, Colorado	$18.9M	-$875K	8	7.62%	Reduced
2768	Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$18.9M	$0	1	7.22%	Maintained
2769	Acorn Financial Advisory Services Reston, Virginia	$18.9M	+$2.92M	11	3.38%	Increased
2770	Kerrisdale Advisers Miami, Florida	$18.9M	+$3.47M	4	5.98%	Increased
2771	Summit Creek Advisors Minneapolis, Minnesota	$18.9M	+$7.16M	1	2.57%	Increased
2772	One River Asset Management Stamford, Connecticut	$18.9M	+$17.8M	5	0.58%	Increased
2773	AMI Investment Management Kendallville, Indiana	$18.9M	-$547K	4	8.48%	Reduced
2774	Peloton Wealth Strategists Indianapolis, Indiana	$18.8M	-$1.38M	4	8.69%	Reduced
2775	BSW Wealth Partners Boulder, Colorado	$18.8M	-$1.79M	9	4.19%	Reduced