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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
3126	BCM Bayesian Capital Management Brooklyn, New York	$10.1M	-$14.8M	9	2.65%	Reduced
3127	NERM New England Research & Management Chicago, Illinois	$10.1M	+$1.73M	7	6.26%	Increased
3128	Southport Capital Management Chattanooga, Tennessee	$10.1M	+$492K	6	3.6%	Increased
3129	Richard C. Young & Co Newport, Rhode Island	$10.1M	+$750K	1	1.54%	Increased
3130	HMS Capital Management Nashville, Tennessee	$10.1M	-$2.64M	4	4.58%	Reduced
3131	Integrated Investment Consultants Bloomfield Hills, Michigan	$10.1M	+$510K	9	3.79%	Increased
3132	Leisure Capital Management Costa Mesa, California	$10.1M	+$219K	6	6.56%	Increased
3133	Alta Wealth Advisors Woburn, Massachusetts	$10.1M	+$9.8M	6	8.46%	New
3134	Baugh & Associates Atlanta, Georgia	$10M	-$209K	1	7.15%	Reduced
3135	Liberty Wealth Management Oakland, California	$10M	+$1.93M	16	4.9%	Increased
3136	First Sabrepoint Capital Management Dallas, Texas	$10M	$0	1	3.23%	Maintained
3137	Vigilare Wealth Management Scottsdale, Arizona	$10M	+$506K	7	9.48%	Increased
3138	Anomaly Capital Management New York	$10M	+$9.7M	1	1.22%	New
3139	Gavea Investimentos Rj, Brazil	$10M	+$9.18M	1	16.78%	New
3140	Smith Anglin Financial Dallas, Texas	$10M	+$9.8M	6	1.79%	New
3141	Keeler Thomas Management Orem, Utah	$10M	+$3.96M	4	5.62%	Increased
3142	Tectonic Advisors Frisco, Texas	$10M	+$9.9M	6	2.73%	New
3143	Robertson Opportunity Capital Dallas, Texas	$10M	-$337K	1	4.03%	Reduced
3144	Bay Rivers Group Williamsburg, Virginia	$10M	+$10K	5	8.36%	Increased
3145	NovaPoint Capital Atlanta, Georgia	$10M	+$1.94M	4	5.19%	Increased
3146	Muhlenkamp & Co Wexford, Pennsylvania	$9.9M	+$53.8K	1	4%	Increased
3147	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$9.9M	+$550K	8	2.84%	Increased
3148	First Command Bank Fort Worth, Texas	$9.9M	+$322K	6	2.43%	Increased
3149	First Command Financial Services Fort Worth, Texas	$9.9M	+$322K	6	2.43%	Increased
3150	Oxinas Partners Wealth Management Jeffersonville, Indiana	$9.9M	+$9.7M	3	7.35%	New