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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
3051	Point72 Hong Kong Hong Kong	$20.8M	-$80.2M	6	1.42%	Reduced
3052	Ballast Advisors Woodbury, Minnesota	$20.8M	-$819K	6	6.43%	Reduced
3053	Adirondack Trust Company Saratoga Springs, New York	$20.8M	+$34.3K	9	8.02%	Increased
3054	ROI Financial Advisors Beaverton, Oregon	$20.8M	+$584K	4	14.34%	Increased
3055	AGUR Provident & Training Funds Management Tel Aviv, Israel	$20.7M	$0	3	6.32%	Maintained
3056	Integrated Investment Consultants Bloomfield Hills, Michigan	$20.7M	+$8.07M	9	4.52%	Increased
3057	CWM Compass Wealth Management Guilford, Connecticut	$20.7M	-$494K	7	4.88%	Reduced
3058	Trail Ridge Investment Advisors Fort Collins, Colorado	$20.7M	+$39.9K	5	9.88%	Increased
3059	Wealth Alliance Advisory Group Wichita, Kansas	$20.7M	-$100K	6	4.35%	Reduced
3060	Daily Journal Corp Los Angeles, California	$20.7M	$0	1	11.17%	Maintained
3061	Resolute Capital Asset Partners Denver, Colorado	$20.7M	-$7.32M	3	10.76%	Reduced
3062	Solstein Capital Menlo Park, California	$20.7M	$0	5	10.95%	Maintained
3063	Maven Securities St Helier, Jersey	$20.6M	-$8.41M	7	0.4%	Reduced
3064	AFC AFT Forsyth & Company West Palm Beach, Florida	$20.6M	+$1.11M	6	10.17%	Increased
3065	Partners Value Investments Hamilton, Bermuda	$20.6M	$0	1	0.24%	Maintained
3066	AA Alta Advisers London, United Kingdom	$20.6M	+$360K	11	9.42%	Increased
3067	PWAM Pinnacle West Asset Management Casper, Wyoming	$20.6M	-$192K	6	14.78%	Reduced
3068	Fortis Group Advisors Westwood, New Jersey	$20.6M	-$257K	11	3.81%	Reduced
3069	Prosperity Capital Advisors Westlake, Ohio	$20.6M	+$1.64M	6	1.75%	Increased
3070	Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$20.6M	+$8.98M	3	9.66%	Increased
3071	Tower View Wealth Management Shorewood, Wisconsin	$20.6M	+$199K	5	11.25%	Increased
3072	Godshalk Welsh Capital Management Radnor, Pennsylvania	$20.6M	-$780K	5	12.99%	Reduced
3073	HWM HFR Wealth Management Niskayuna, New York	$20.5M	+$247K	5	4.99%	Increased
3074	Brown Capital Management Baltimore, Maryland	$20.5M	-$97K	4	0.44%	Reduced
3075	NFC Investments Memphis, Tennessee	$20.5M	-$11.5K	2	5.89%	Reduced