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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
3176	OneFund LLC Saint Petersburg, Florida	$25.5M	+$916K	9	16.39%	Increased
3177	Pinkerton Retirement Specialists Coeur D Alene, Idaho	$25.4M	+$3.94M	7	2.73%	Increased
3178	TimesSquare Capital Management New York	$25.4M	+$24.2M	1	0.36%	New
3179	TM Thiel Macro Los Angeles, California	$25.4M	+$25M	1	34.09%	New
3180	Absoluto Partners Gestao de Recursos Leblon, Rio De Janeiro, Rj, Brazil	$25.4M	+$3.13M	6	13.89%	Increased
3181	Charter Research & Investment Group Southport, Connecticut	$25.4M	-$189K	6	17.57%	Reduced
3182	Key Client Fiduciary Advisors Fairfield, New Jersey	$25.4M	-$104K	7	8.4%	Reduced
3183	Myriad Asset Management US West Palm Beach, Florida	$25.3M	+$19.2M	5	13.76%	Increased
3184	Boyar Asset Management New York	$25.3M	+$117K	4	16.01%	Increased
3185	Summit Securities Group New York	$25.3M	+$22.7M	13	5.23%	Increased
3186	Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$25.3M	+$6.41M	4	12.19%	Increased
3187	Ayrshire Capital Management Westport, Connecticut	$25.2M	-$2.82M	3	11.72%	Reduced
3188	Threadgill Financial Spring, Texas	$25.2M	+$13M	4	12.24%	Increased
3189	PHM Prospect Hill Management Short Hills, New Jersey	$25.2M	+$86.3K	3	10.78%	Increased
3190	DI Diligent Investors Redlands, California	$25.2M	+$653K	9	6.37%	Increased
3191	Allegiance Financial Group Advisory Services Vienna, Virginia	$25.2M	+$2.75M	6	5.8%	Increased
3192	Eldred Rock Partners San Antonio, Texas	$25.2M	+$2.36M	2	6.28%	Increased
3193	Compass Capital Corp Braintree, Massachusetts	$25.2M	-$295K	6	11%	Reduced
3194	Isthmus Partners Madison, Wisconsin	$25.2M	-$991K	3	5.59%	Reduced
3195	BIP Wealth Atlanta, Georgia	$25.2M	+$6.35M	6	1.24%	Increased
3196	OP ORG Partners Roanoke, Indiana	$25.2M	+$3.44M	18	4.59%	Increased
3197	West Michigan Advisors Holland, Michigan	$25.2M	+$700K	8	6.05%	Increased
3198	Tower Trust & Investment Company Davenport, Iowa	$25.2M	-$447K	7	16.93%	Reduced
3199	Cox Capital Management Andover, Massachusetts	$25.2M	+$87.9K	3	16.43%	Increased
3200	SA Skyline Advisors Bellingham, Washington	$25.1M	-$420K	3	8.64%	Reduced