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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	Rational Advisors Huntington, New York	$10.4M	+$2.7M	6	0.86%	Increased
3102	DMKJ David M. Knott Jr	$10.4M	$0	4	3.93%	Maintained
3103	PM Parametrica Management Wanchai, Hong Kong	$10.4M	+$2.49M	3	21.28%	Increased
3104	Barings Charlotte, North Carolina	$10.4M	-$1.72M	6	0.37%	Reduced
3105	AA Alta Advisers London, United Kingdom	$10.4M	+$120K	10	6.21%	Increased
3106	HWM HFR Wealth Management Niskayuna, New York	$10.4M	+$4.17M	3	3.01%	Increased
3107	Cambridge Advisors Omaha, Nebraska	$10.4M	-$638K	6	2.78%	Reduced
3108	Shay Capital New York	$10.4M	+$6.52M	5	3.2%	Increased
3109	Revolve Wealth Partners Hackensack, New Jersey	$10.3M	+$474K	6	2.96%	Increased
3110	Leisure Capital Management Costa Mesa, California	$10.3M	-$165K	6	5.34%	Reduced
3111	Unionview LLC Seattle, Washington	$10.3M	+$120K	5	10.34%	Increased
3112	Gabelli & Co Investment Advisers Rye, New York	$10.3M	-$1.91M	2	2.2%	Reduced
3113	CCM Compton Capital Management Providence, Rhode Island	$10.3M	-$2.37M	5	7.45%	Reduced
3114	All Terrain Financial Advisors Coon Rapids, Minnesota	$10.3M	+$57.8K	5	4.56%	Increased
3115	Autumn Glory Partners Dallas, Texas	$10.3M	+$1.21M	5	5.52%	Increased
3116	Fidelis Capital Partners Tampa, Florida	$10.3M	+$11M	5	12.17%	New
3117	Beaton Management Company Haverhill, Massachusetts	$10.3M	+$84.1K	7	6.92%	Increased
3118	Sage Rhino Capital Menlo Park, California	$10.3M	-$603K	6	3.27%	Reduced
3119	Orion Capital Management Coronado, California	$10.3M	-$50.1K	8	7.54%	Reduced
3120	SBK Financial Richmond, Virginia	$10.3M	-$69.6K	6	16.27%	Reduced
3121	Rock Point Advisors Burlington, Vermont	$10.2M	+$61.5K	4	3.54%	Increased
3122	Granite Point Capital Management Boston, Massachusetts	$10.2M	-$1.01M	6	6.53%	Reduced
3123	Beck Capital Management Austin, Texas	$10.2M	-$2.47M	4	4.3%	Reduced
3124	Forefront Wealth Management Malvern, Pennsylvania	$10.2M	+$24.2K	3	13.76%	Increased
3125	Waypoint Wealth Counsel Atlanta, Georgia	$10.2M	+$11M	5	8.21%	New