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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
3226	EM Excalibur Management Waltham, Massachusetts	$27M	+$1.15M	6	8.89%	Increased
3227	KCPT Kingstone Capital Partners Texas Frisco, Texas	$27M	+$443K	3	14.37%	Increased
3228	ERP Eldred Rock Partners San Antonio, Texas	$27M	+$1.65M	2	5.8%	Increased
3229	AFG Allegheny Financial Group Pittsburgh, Pennsylvania	$27M	+$1.21M	6	2.86%	Increased
3230	JF Jericho Financial Westerville, Ohio	$27M	+$422K	3	13.98%	Increased
3231	CFGW Chancellor Financial Group WB Wilkes-Barre, Pennsylvania	$27M	+$1.56M	5	16.7%	Increased
3232	TC TAGStone Capital Charlotte, North Carolina	$26.9M	+$605K	5	8.56%	Increased
3233	IIA Integral Investment Advisors Turlock, California	$26.9M	+$234K	7	5.93%	Increased
3234	BWM BigSur Wealth Management Miami, Florida	$26.9M	+$2.11M	5	6.47%	Increased
3235	CCP Clifford Capital Partners Alpine, Utah	$26.9M	+$1.62M	1	3.7%	Increased
3236	ESC Eurizon SLJ Capital London,	$26.8M	-$630K	6	9.9%	Reduced
3237	LCM Leisure Capital Management Costa Mesa, California	$26.8M	+$1.11M	6	8.36%	Increased
3238	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$26.8M	+$3.81M	6	15.18%	Increased
3239	CWM Chesapeake Wealth Management Williamsburg, Virginia	$26.8M	-$675K	6	7.51%	Reduced
3240	FP FFG Partners Fort Lauderdale, Florida	$26.7M	-$6.56M	3	7.59%	Reduced
3241	ROC Robertson Opportunity Capital Dallas, Texas	$26.7M	$0	1	10.37%	Maintained
3242	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$26.7M	-$169K	7	5.04%	Reduced
3243	PWP Prasad Wealth Partners Independence, Ohio	$26.7M	-$285K	6	6.42%	Reduced
3244	NLA Northern Lights Advisors Seattle, Washington	$26.7M	+$7.73M	4	14.51%	Increased
3245	BOS Bank of Stockton Stockton, California	$26.7M	-$841K	6	7.48%	Reduced
3246	GCM Glynn Capital Management Menlo Park, California	$26.6M	-$7.24M	7	7.33%	Reduced
3247	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$26.6M	-$65K	7	5.24%	Reduced
3248	BHA Beech Hill Advisors New York	$26.6M	+$1.06M	6	11.77%	Increased
3249	PVM Palogic Value Management Dallas, Texas	$26.6M	-$5.15M	6	8.68%	Reduced
3250	KFAS Keating Financial Advisory Services Manhattan, Kansas	$26.5M	+$1.72M	24	3.49%	Increased