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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	HIS Horizon Investment Services Hammond, Indiana	$26.1M	+$3.14M	5	11.14%	Increased
2777	Ramirez Asset Management New York	$26M	-$356K	12	4.99%	Reduced
2778	Deepwater Asset Management Minneapolis, Minnesota	$26M	-$3.77M	3	9.13%	Reduced
2779	KAM Kinney Asset Management Chicago, Illinois	$26M	-$4.03M	1	24.33%	Reduced
2780	Pine Ridge Advisers New York	$26M	-$1.75M	4	2.59%	Reduced
2781	Harvey Investment Company Louisville, Kentucky	$26M	+$522K	5	2.93%	Increased
2782	F1I Fund 1 Investments Rincon, Puerto Rico	$26M	+$25.7M	2	2.42%	New
2783	Goodman Advisory Group Needham, Massachusetts	$25.9M	+$311K	5	7.41%	Increased
2784	Arax Advisory Partners Denver, Colorado	$25.9M	+$462K	24	2.31%	Increased
2785	Welch Capital Partners Harrison, New York	$25.9M	$0	3	5.78%	Maintained
2786	Mattson Financial Services Kentwood, Michigan	$25.9M	-$165K	5	9.27%	Reduced
2787	BOK Financial Private Wealth Denver, Colorado	$25.9M	-$974K	15	1.87%	Reduced
2788	Broadwater Capital Boston, Massachusetts	$25.9M	-$221K	8	19.05%	Reduced
2789	Advocate Group Minnetonka, Minnesota	$25.8M	-$795K	2	4.69%	Reduced
2790	Dover Advisors Richmond, Virginia	$25.8M	+$700K	6	14.65%	Increased
2791	Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$25.8M	$0	1	7.59%	Maintained
2792	Highline Wealth Partners Sherman Oaks, California	$25.8M	+$103K	11	8.62%	Increased
2793	Seneca House Advisors Richmond, Virginia	$25.7M	+$179K	5	10.84%	Increased
2794	Aspire Capital Advisors Seattle, Washington	$25.7M	+$674K	6	7.67%	Increased
2795	World Equity Group Schaumburg, Illinois	$25.7M	-$9.8M	7	9.29%	Reduced
2796	Hillman Capital Management Bethesda, Maryland	$25.7M	+$15.3K	4	8.8%	Increased
2797	Advisory Research Chicago, Illinois	$25.7M	-$3.81M	4	4.56%	Reduced
2798	Ravenstone Capital Management Toronto,	$25.6M	+$463K	3	15.43%	Increased
2799	Neumann Capital Management Foster City, California	$25.6M	-$636K	4	8.52%	Reduced
2800	Clarity Capital Partners Newport Beach, California	$25.6M	-$328K	8	15.11%	Reduced