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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
2976	SCM Soros Capital Management New York	$14.1M	-$69.7M	1	2.59%	Reduced
2977	Sentinel Trust Houston, Texas	$14.1M	-$2.46M	6	2.21%	Reduced
2978	Legato Capital Management San Francisco, California	$14M	-$5.27M	3	2.66%	Reduced
2979	AWH Capital Dallas, Texas	$14M	$0	2	14.71%	Maintained
2980	MONECO Advisors Fairfield, Connecticut	$14M	+$1.34M	8	5.53%	Increased
2981	Humankind Investments New York	$14M	-$2.16M	3	6.37%	Reduced
2982	Carlson Capital Management Northfield, Minnesota	$14M	+$70K	6	1.49%	Increased
2983	QVR San Francisco, California	$14M	+$13.9M	5	0.91%	Increased
2984	CGFI Cypress Growth Fund III Menlo Park, California	$14M	$0	4	11.75%	Maintained
2985	Matthew 25 Management Corp Ambler, Pennsylvania	$14M	+$1.21M	1	3.95%	Increased
2986	Distillate Capital Partners Chicago, Illinois	$14M	-$9.7M	4	3.71%	Reduced
2987	Aspen Investment Management Grand Rapids, Michigan	$13.9M	+$308K	6	7.37%	Increased
2988	Bernzott Capital Advisors Camarillo, California	$13.9M	-$934K	2	1.25%	Reduced
2989	CC Claybrook Capital Wellesley, Massachusetts	$13.9M	-$34.8M	5	7.03%	Reduced
2990	Engrave Wealth Partners The Woodlands, Texas	$13.9M	+$3.84M	6	4.1%	Increased
2991	San Luis Wealth Advisors San Luis Obispo, California	$13.9M	+$14.4M	6	7.74%	New
2992	PCM Prime Capital Management Hong Kong	$13.9M	-$106M	1	4.29%	Reduced
2993	Privium Fund Management (UK) London, United Kingdom	$13.9M	-$1.14M	4	14.87%	Reduced
2994	Uncommon Cents Investing Janesville, Wisconsin	$13.8M	+$628K	5	5.6%	Increased
2995	Calixto Global Investors Coral Gables, Florida	$13.8M	-$14.9M	1	6.53%	Reduced
2996	Diamant Asset Management Ridgefield, Connecticut	$13.8M	+$14.2M	3	11.44%	New
2997	Reliant Investment Management Memphis, Tennessee	$13.8M	+$459K	4	6.85%	Increased
2998	OCMI Oaktop Capital Management II Chatham, New Jersey	$13.8M	$0	1	1.91%	Maintained
2999	Arlington Financial Advisors Santa Barbara, California	$13.7M	-$38.6K	4	5.38%	Reduced
3000	Paces Ferry Wealth Advisors Atlanta, Georgia	$13.7M	+$63.1K	8	10.97%	Increased