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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
2776	GCMG Gyroscope Capital Management Group Naples, Florida	$20.5M	-$331K	5	7.21%	Reduced
2777	Pecaut & Co Sioux City, Iowa	$20.5M	+$48.3K	3	10.39%	Increased
2778	Old Port Advisors Portland, Maine	$20.5M	-$602K	7	6.93%	Reduced
2779	SOL Capital Management Rockville, Maryland	$20.4M	+$1.46M	10	3.69%	Increased
2780	Cumberland Advisors Sarasota, Florida	$20.4M	-$138K	5	4.28%	Reduced
2781	Bank OZK Little Rock, Arkansas	$20.4M	-$149K	6	8.31%	Reduced
2782	SNS Financial Group Minneapolis, Minnesota	$20.4M	-$341K	6	2.18%	Reduced
2783	Tandem Capital Management Woodcliff Lake, New Jersey	$20.4M	-$453K	4	11.75%	Reduced
2784	CSA Cottage Street Advisors Marion, Massachusetts	$20.4M	-$568K	5	11.53%	Reduced
2785	MAM Mystic Asset Management Warwick, Rhode Island	$20.4M	+$20.1M	10	9.62%	New
2786	Poehling Capital Management Madison, Wisconsin	$20.3M	-$1.79M	5	6.57%	Reduced
2787	Emerald Advisers Leola, Pennsylvania	$20.3M	+$158K	7	0.75%	Increased
2788	Boundary Creek Advisors New York	$20.3M	+$9.12M	1	3.74%	Increased
2789	Cary Street Partners Investment Advisory Richmond, Virginia	$20.3M	+$1.58M	7	5.62%	Increased
2790	Taika Capital Sunny Isles Beach, Florida	$20.3M	+$19.8M	2	16.02%	New
2791	CH Canton Hathaway Providence, Rhode Island	$20.3M	-$326K	7	5.49%	Reduced
2792	Morton Capital Management Calabasas, California	$20.3M	+$19.9M	7	8.2%	New
2793	Curtis Advisory Group Santa Barbara, California	$20.2M	+$40.2K	3	6.64%	Increased
2794	Game Creek Capital Boston, Massachusetts	$20.2M	-$940K	4	8.4%	Reduced
2795	Lombard Odier Asset Management (USA) New York	$20.2M	+$2.4M	7	0.79%	Increased
2796	Kingfisher Capital Charlotte, North Carolina	$20.2M	+$396K	4	4.67%	Increased
2797	Canal Capital Management Richmond, Virginia	$20.2M	+$732K	5	4.87%	Increased
2798	Neumann Capital Management Foster City, California	$20.2M	-$126K	5	8.22%	Reduced
2799	DCM Difesa Capital Management New York	$20.2M	+$20.6M	3	13.7%	New
2800	Advisor OS Chicago, Illinois	$20.2M	+$1.27M	5	4.11%	Increased