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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
3001	Oakcliff Capital Partners New York	$28.8M	$0	1	12.42%	Maintained
3002	Kesler Norman & Wride Ogden, Utah	$28.8M	-$490K	8	5.64%	Reduced
3003	Lumbard & Kellner Hollis, New Hampshire	$28.8M	-$6.42M	6	10.58%	Reduced
3004	Advocate Group Minnetonka, Minnesota	$28.8M	-$1.08M	3	4.73%	Reduced
3005	First Bankers Trust Louisville, Kentucky	$28.8M	-$952K	6	10.02%	Reduced
3006	Caliber Wealth Management (Kansas) Overland Park, Kansas	$28.7M	-$47M	8	3.21%	Reduced
3007	GWM GSB Wealth Management Guilford, Connecticut	$28.7M	-$1.22M	6	6.51%	Reduced
3008	Oak Asset Management Westlake Village, California	$28.7M	-$730K	6	9.83%	Reduced
3009	Fort Point Capital Partners San Francisco, California	$28.7M	-$32.2M	6	3.38%	Reduced
3010	WT Wealth Management Scottsdale, Arizona	$28.7M	-$2.18M	5	8.26%	Reduced
3011	McAdam LLC Philadelphia, Pennsylvania	$28.7M	+$2.39M	9	1.41%	Increased
3012	AMI Investment Management Kendallville, Indiana	$28.6M	-$1.53M	5	6.64%	Reduced
3013	WCM Woodson Capital Management Greenwich, Connecticut	$28.5M	-$8.83M	1	5.13%	Reduced
3014	Excalibur Management Waltham, Massachusetts	$28.5M	-$419K	6	10.36%	Reduced
3015	Triavera Capital Larkspur, California	$28.5M	$0	2	13.88%	Maintained
3016	LCNB Corp Lebanon, Ohio	$28.5M	-$455K	6	9.97%	Reduced
3017	Peregrine Investment Management Toronto, Ontario, Canada	$28.5M	+$1.49M	3	13.99%	Increased
3018	DA DCF Advisers Greenwich, Connecticut	$28.5M	-$7.08M	3	9.15%	Reduced
3019	Mathes Company New York	$28.4M	-$323K	4	10.21%	Reduced
3020	Ovata Capital Management Hong Kong	$28.4M	+$1.4M	2	5.69%	Increased
3021	Sonata Capital Group Seattle, Washington	$28.4M	+$267K	6	10.48%	Increased
3022	RBA Wealth Management Newport Beach, California	$28.4M	+$3.77M	5	9.79%	Increased
3023	RMSCM R.M. Sincerbeaux Capital Management New York	$28.4M	+$26.2K	3	15.26%	Increased
3024	Everest Management Corp Cupertino, California	$28.4M	-$1.32M	5	18.08%	Reduced
3025	BigSur Wealth Management Miami, Florida	$28.4M	-$3.87M	6	6.95%	Reduced