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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
3201	EGA E&G Advisors Houston, Texas	$22M	-$1.48M	8	5.7%	Reduced
3202	Vanderbilt University Nashville, Tennessee	$22M	-$2.35M	3	4.15%	Reduced
3203	OneFund LLC Saint Petersburg, Florida	$22M	-$72.5K	9	15.81%	Reduced
3204	Baugh & Associates Atlanta, Georgia	$22M	+$1.12M	3	11.45%	Increased
3205	Welch Capital Partners Harrison, New York	$22M	-$513K	3	4.89%	Reduced
3206	Financial Management Network Mission Viejo, California	$22M	+$543K	6	3.93%	Increased
3207	Soapstone Management Bethesda, Maryland	$21.9M	$0	1	14.56%	Maintained
3208	LA LFL Advisers Evanston, Illinois	$21.9M	+$626K	1	8.77%	Increased
3209	KWMG LLC Overland Park, Kansas	$21.9M	-$154K	5	2.06%	Reduced
3210	ORG Wealth Partners Dallas, Texas	$21.9M	+$512K	16	5.24%	Increased
3211	Jericho Financial Westerville, Ohio	$21.9M	-$314K	3	14.45%	Reduced
3212	Greenup Street Wealth Management Ann Arbor, Michigan	$21.9M	-$25.7K	5	3.81%	Reduced
3213	Convergence Financial Columbia, Missouri	$21.9M	+$1.1M	5	3.76%	Increased
3214	Kera Capital Partners San Jose, California	$21.9M	+$396K	9	4.31%	Increased
3215	EFH Eaton Financial Holdings Coral Springs, Florida	$21.8M	+$5.6M	5	6.72%	Increased
3216	Summit Asset Management Memphis, Tennessee	$21.8M	+$660K	6	3.56%	Increased
3217	NFC Investments Memphis, Tennessee	$21.8M	+$852K	2	6.24%	Increased
3218	Corsair Capital Management New York	$21.8M	+$1.11M	5	4.08%	Increased
3219	Beddow Capital Management Jackson, Wyoming	$21.8M	-$1.87M	5	8.64%	Reduced
3220	Koss-Olinger Consulting Gainesville, Florida	$21.8M	+$201K	6	1.79%	Increased
3221	Norman Fields Gottscho Capital Management New York	$21.8M	-$320K	4	7.2%	Reduced
3222	OIA Optimum Investment Advisors Chicago, Illinois	$21.7M	-$73.3K	10	9.44%	Reduced
3223	Arlington Financial Advisors Santa Barbara, California	$21.7M	-$1.41M	5	3.56%	Reduced
3224	Summa Corp Tomball, Texas	$21.7M	-$4.73M	6	11.27%	Reduced
3225	Alexander Labrunerie & Co Columbia, Missouri	$21.7M	-$292K	6	8.88%	Reduced