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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
2801	SP Solel Partners Boston, Massachusetts	$30.9M	+$32.7M	1	6.6%	New
2802	Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$30.9M	+$688K	7	2.6%	Increased
2803	LOM Asset Management Hamilton,	$30.8M	-$194K	9	8.87%	Reduced
2804	Lakehouse Capital Sydney NSW, Australia	$30.8M	+$3.46M	3	20.8%	Increased
2805	CCC Chelsea Counsel Company Los Angeles, California	$30.8M	-$4.03M	8	13.69%	Reduced
2806	KAM Kazazian Asset Management Fort Lauderdale, Florida	$30.8M	-$838K	7	33.62%	Reduced
2807	Dumont & Blake Investment Advisors Princeton, New Jersey	$30.8M	-$625K	7	7.7%	Reduced
2808	LBMC Investment Advisors Brentwood, Tennessee	$30.8M	+$149K	9	1.88%	Increased
2809	Seneca House Advisors Richmond, Virginia	$30.8M	-$1.75M	5	12.22%	Reduced
2810	Rings Capital Management Chicago, Illinois	$30.7M	$0	1	16.51%	Maintained
2811	L.J. Altfest & Co New York	$30.7M	-$4.42M	6	3.28%	Reduced
2812	Ellis Investment Partners Berwyn, Pennsylvania	$30.7M	+$675K	6	5.32%	Increased
2813	Tranquility Partners Brentwood, Tennessee	$30.6M	-$151K	6	11.53%	Reduced
2814	FCG Investment Company Germantown, Tennessee	$30.6M	+$33.6M	5	13.39%	New
2815	Regents Gate Capital London, United Kingdom	$30.6M	-$9.46M	1	6.51%	Reduced
2816	Fort Point Capital Partners San Francisco, California	$30.5M	+$2.62M	7	3.7%	Increased
2817	Gibraltar Capital Management Tulsa, Oklahoma	$30.5M	-$4M	5	5.26%	Reduced
2818	Nadler Financial Group Deerfield, Illinois	$30.5M	-$2.01M	6	2.94%	Reduced
2819	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$30.5M	+$45.2K	5	15.08%	Increased
2820	Clay Northam Wealth Management Huntington Beach, California	$30.5M	-$220K	6	17.1%	Reduced
2821	RIHO Partners Tucson, Arizona	$30.4M	-$3.79M	3	19.14%	Reduced
2822	United Bank (Virginia) Vienna, Virginia	$30.4M	-$524K	4	3.9%	Reduced
2823	Capricorn Fund Managers London, United Kingdom	$30.4M	+$1.08M	4	4.74%	Increased
2824	Decker Wealth Management LLC Nashville, Tennessee	$30.3M	+$3.3M	5	6.88%	Increased
2825	Insight Wealth Strategies San Ramon, California	$30.3M	+$993K	5	3.39%	Increased