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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
3301	Duality Advisers Miami, Florida	$12.2M	-$18M	8	1.31%	Reduced
3302	OCM Ogborne Capital Management San Francisco, California	$12.2M	+$11.9M	1	12.29%	New
3303	Sprucegrove Investment Management Toronto, Ontario, Canada	$12.2M	-$10.3M	1	0.39%	Reduced
3304	Beddow Capital Management Jackson, Wyoming	$12.2M	+$544K	5	6.44%	Increased
3305	Prosperity Consulting Group Owings Mills, Maryland	$12.2M	+$2.1M	5	9.07%	Increased
3306	Aire Advisors Beverly Hills, California	$12.2M	+$1.26M	6	4.35%	Increased
3307	LCM Capital Management Chicago, Illinois	$12.2M	+$435K	5	9.84%	Increased
3308	JPC Jabodon PT Co Reno, Nevada	$12.2M	-$549K	3	5.54%	Reduced
3309	AC ASB Consultores Aventura, Florida	$12.2M	+$2.95M	7	5.15%	Increased
3310	Wealth Dimensions Group Cincinnati, Ohio	$12.2M	+$522K	7	5.64%	Increased
3311	Marino Stram & Associates Braintree, Massachusetts	$12.2M	+$360K	5	3.84%	Increased
3312	Ranch Capital Advisors Sarasota, Florida	$12.2M	-$738K	4	8.04%	Reduced
3313	Bullseye Investment Management Cincinnati, Ohio	$12.2M	+$503K	4	10.35%	Increased
3314	Brown University Providence, Rhode Island	$12.2M	+$10.2M	2	2.98%	Increased
3315	Twin Lakes Capital Management Redwood Shores, California	$12.2M	+$94.3K	11	6.86%	Increased
3316	Vetamer Capital Management Menlo Park, California	$12.1M	-$3.48M	3	7.81%	Reduced
3317	FA Financial Advisors Andover, Massachusetts	$12.1M	+$208K	5	3.77%	Increased
3318	Oak Family Advisors Chicago, Illinois	$12.1M	-$1.82M	5	4.72%	Reduced
3319	HUB Investment Partners Austin, Texas	$12.1M	-$1.42M	6	2.84%	Reduced
3320	AMG Asset Management Group Stamford, Connecticut	$12.1M	+$371K	5	2.52%	Increased
3321	Bangor Savings Bank Bangor, Maine	$12.1M	-$11.1M	5	1.27%	Reduced
3322	DL DOHJ LLC Seattle, Washington	$12M	-$458K	3	5.79%	Reduced
3323	FCT Family Capital Trust Peabody, Massachusetts	$12M	-$580K	3	3.9%	Reduced
3324	Northcape Wealth Management Williamsville, New York	$12M	+$4.49M	6	3.51%	Increased
3325	KC Kenfarb & Co Ashland, Kentucky	$12M	-$396K	9	9.51%	Reduced