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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
3026	Bank of Marin Novato, California	$15.6M	-$200K	5	11.39%	Reduced
3027	IMA Advisory Services Denver, Colorado	$15.6M	+$1.32M	9	3.59%	Increased
3028	272 Capital Dallas, Texas	$15.6M	+$5.99M	1	7.45%	Increased
3029	Excalibur Management Waltham, Massachusetts	$15.5M	+$51.7K	6	6.73%	Increased
3030	Acorn Financial Advisory Services Reston, Virginia	$15.5M	+$551K	11	3.11%	Increased
3031	Adirondack Trust Company Saratoga Springs, New York	$15.5M	+$858K	12	7.35%	Increased
3032	Horizon Wealth Management La Grange, Illinois	$15.5M	+$644K	7	4.81%	Increased
3033	Occidental Asset Management Burlingame, California	$15.5M	+$767K	6	3.96%	Increased
3034	Kapitalo Investimentos Sao Paulo, Brazil	$15.5M	-$246K	4	15.85%	Reduced
3035	Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$15.5M	-$1.78M	1	2.03%	Reduced
3036	Phocas Financial Corp Alameda, California	$15.5M	+$486K	5	1.92%	Increased
3037	Front Row Advisors Tiburon, California	$15.4M	+$249K	15	6.21%	Increased
3038	GCM Gabalex Capital Management New York	$15.4M	+$1.5M	1	7.11%	Increased
3039	Almanack Investment Partners Wayne, Pennsylvania	$15.4M	+$354K	6	1.34%	Increased
3040	Full Sail Capital Oklahoma City, Oklahoma	$15.4M	+$3.97M	6	1.29%	Increased
3041	WT Wealth Management Scottsdale, Arizona	$15.4M	+$806K	3	5.91%	Increased
3042	Plotkin Financial Advisors Chevy Chase, Maryland	$15.4M	-$693K	6	10.75%	Reduced
3043	DA DCF Advisers Greenwich, Connecticut	$15.4M	-$1.12M	2	6.73%	Reduced
3044	BCFD Boit C.F. David	$15.4M	-$645K	7	10.1%	Reduced
3045	CQS (US) New York	$15.4M	+$15M	1	1.06%	New
3046	Buttonwood Financial Advisors Baltimore, Maryland	$15.3M	+$1.92M	3	13.83%	Increased
3047	Cavalier Investments Alpharetta, Georgia	$15.2M	-$649K	5	3.98%	Reduced
3048	Sheets Smith Investment Management Houston, Texas	$15.2M	+$598K	2	18.73%	Increased
3049	FGIM First Growth Investment Manager San Francisco, California	$15.2M	+$1.71M	3	11.09%	Increased
3050	TEC Tiger Eye Capital Nashville, Tennessee	$15.2M	-$18.9M	3	5.81%	Reduced