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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	Bradyco Inc Cambridge, Massachusetts	$23.5M	-$14.4M	2	26.59%	Reduced
3302	Monument Capital Management Alexandria, Virginia	$23.5M	+$157K	6	5.86%	Increased
3303	Shaker Investments Cleveland, Ohio	$23.4M	+$7.4M	3	9.38%	Increased
3304	Sage Rhino Capital Menlo Park, California	$23.4M	-$281K	7	4.53%	Reduced
3305	QCM Qsemble Capital Management New York	$23.4M	-$10.2M	9	2.29%	Reduced
3306	Bernard Wealth Management Royal Oak, Michigan	$23.4M	-$49.7K	6	9.77%	Reduced
3307	Veracity Capital Atlanta, Georgia	$23.4M	+$1.63M	9	7.46%	Increased
3308	Legato Capital Management San Francisco, California	$23.4M	-$36.4K	5	2.55%	Reduced
3309	Trivant Custom Portfolio Group San Diego, California	$23.3M	-$163K	4	12%	Reduced
3310	Barrier Capital Management San Francisco, California	$23.3M	+$2.9M	1	17.28%	Increased
3311	Verity Asset Management Durham, North Carolina	$23.3M	+$10.9M	7	7.61%	Increased
3312	NIA Impact Advisors Berkeley, California	$23.3M	+$3.99M	5	7.58%	Increased
3313	Gunderson Capital Management Mt. Pleasant, South Carolina	$23.3M	+$11.8M	4	8.58%	Increased
3314	PA Paragon Advisors College Station, Texas	$23.3M	-$6.7M	5	6.02%	Reduced
3315	CCP Cunning Capital Partners Morrisville, North Carolina	$23.3M	$0	5	10.78%	Maintained
3316	MAM Maytree Asset Management Hong Kong	$23.3M	+$13.4M	2	20.93%	Increased
3317	Peddock Capital Advisors Braintree, Massachusetts	$23.2M	-$449K	6	5.01%	Reduced
3318	Resolute Capital Asset Partners Denver, Colorado	$23.2M	+$6.51M	3	12.16%	Increased
3319	Alexander Labrunerie & Co Columbia, Missouri	$23.2M	-$340K	6	8.57%	Reduced
3320	Vienna Insurance Group Warsaw, Poland	$23.2M	-$993K	2	13.69%	Reduced
3321	F1I Fund 1 Investments Rincon, Puerto Rico	$23.2M	+$17.7M	3	2.57%	Increased
3322	Summit Asset Management Memphis, Tennessee	$23.1M	-$109K	6	3.55%	Reduced
3323	Laurion Capital Management New York	$23.1M	+$20.9M	5	0.4%	Increased
3324	Insight Inv LLC El Segundo, California	$23M	-$51.1K	6	13.53%	Reduced
3325	Howard Financial Services Dallas, Texas	$23M	+$290K	8	2.82%	Increased