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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
3101	MJB Mark J. Bradley	$14.5M	+$801K	4	10.34%	Increased
3102	Atticus Wealth Management Palm Beach Gardens, Florida	$14.5M	+$3.1M	10	5.3%	Increased
3103	Diamant Asset Management Ridgefield, Connecticut	$14.5M	-$206K	3	11.11%	Reduced
3104	First Sabrepoint Capital Management Dallas, Texas	$14.5M	$0	1	5.09%	Maintained
3105	CWM CCG Wealth Management San Diego, California	$14.5M	+$4.11M	5	7.1%	Increased
3106	Baker Boyer National Bank Walla Walla, Washington	$14.5M	-$5.93K	6	6.96%	Reduced
3107	WBG Wharton Business Group Malvern, Pennsylvania	$14.5M	-$147K	6	0.88%	Reduced
3108	Quantitative Investment Management Charlottesville, Virginia	$14.4M	-$15.8M	2	1.56%	Reduced
3109	HHLR Advisors Grand Cayman, Cayman Islands	$14.4M	-$50M	1	0.3%	Reduced
3110	Murchinson Toronto, Ontario, Canada	$14.4M	-$102M	2	2.76%	Reduced
3111	Coastal Bridge Advisors Westport, Connecticut	$14.4M	-$3.79M	8	3.32%	Reduced
3112	Woodward Diversified Capital Bakersfield, California	$14.4M	-$3.26M	7	9.44%	Reduced
3113	Kesler Norman & Wride Ogden, Utah	$14.4M	+$762	5	3.21%	Increased
3114	NovaPoint Capital Atlanta, Georgia	$14.4M	-$360K	5	5.24%	Reduced
3115	Jacob Asset Management of New York Hermosa Beach, California	$14.4M	-$844K	5	8.75%	Reduced
3116	XXEC Inc Tulsa, Oklahoma	$14.3M	-$39.2K	2	9.98%	Reduced
3117	CC Claybrook Capital Wellesley, Massachusetts	$14.3M	+$343K	5	7.1%	Increased
3118	Patron Partners Houston, Texas	$14.3M	+$60.2K	6	9.77%	Increased
3119	Orser Capital Management Southlake, Texas	$14.3M	-$531K	4	8.72%	Reduced
3120	Strengthening Families & Communities LLC Boston, Massachusetts	$14.3M	+$696K	9	8.81%	Increased
3121	Exane Asset Management Paris, France	$14.3M	+$1.15M	1	6.9%	Increased
3122	Charles Schwab Trust Henderson, Nevada	$14.3M	-$1.76M	6	2.5%	Reduced
3123	AWH Capital Dallas, Texas	$14.3M	$0	2	14.7%	Maintained
3124	Castle Rock Wealth Management Walnut Creek, California	$14.3M	-$1.23M	4	6.56%	Reduced
3125	Founders Capital Management (Texas) Houston, Texas	$14.2M	$0	7	9.13%	Maintained