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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
3401	Black Creek Investment Management Toronto, Ontario, Canada	$22M	-$5.04M	1	1.04%	Reduced
3402	Lodestar Private Asset Management Alamo, California	$22M	+$378K	8	2.3%	Increased
3403	Fountainhead AM Warren, New Jersey	$22M	+$302K	8	2.89%	Increased
3404	JSF Financial Los Angeles, California	$22M	+$294K	6	4.88%	Increased
3405	Security National Bank of Sioux City Iowa Sioux City, Iowa	$22M	+$56.8K	4	14.31%	Increased
3406	Bornite Capital Management New York	$22M	-$28.9M	1	2.04%	Reduced
3407	Cartenna Capital Stamford, Connecticut	$22M	-$12.2M	1	0.62%	Reduced
3408	Traphagen Investment Advisors Oradell, New Jersey	$22M	-$164K	7	1.89%	Reduced
3409	AmeriFlex Group Las Vegas, Nevada	$21.9M	+$8.15M	14	8.23%	Increased
3410	Daventry Group New York	$21.9M	-$20.7M	1	15.53%	Reduced
3411	Founders Capital Management (Texas) Houston, Texas	$21.9M	+$41.5K	6	11.61%	Increased
3412	BV Boxwood Ventures Chicago, Illinois	$21.9M	$0	3	24.41%	Maintained
3413	Capstone Triton Financial Group Oklahoma City, Oklahoma	$21.9M	+$30.9K	7	14.69%	Increased
3414	Strategies Wealth Advisors Grand Rapids, Michigan	$21.9M	+$2.98M	7	2.28%	Increased
3415	Front Row Advisors Tiburon, California	$21.9M	-$960K	12	7.35%	Reduced
3416	Quantitative Investment Management Charlottesville, Virginia	$21.9M	+$5.43M	6	3.04%	Increased
3417	Prentiss Smith & Co Brattleboro, Vermont	$21.8M	-$1.57M	4	12.32%	Reduced
3418	AMG Asset Management Group Stamford, Connecticut	$21.8M	+$71.3K	5	3.57%	Increased
3419	FFA Florida Financial Advisors Tampa, Florida	$21.8M	+$2.04M	8	6.73%	Increased
3420	Graphene Investments SAS Paris, France	$21.8M	-$1.18M	4	13.76%	Reduced
3421	WBG Wharton Business Group Malvern, Pennsylvania	$21.8M	-$991K	7	0.95%	Reduced
3422	Philip James Wealth Mangement Milton, Georgia	$21.8M	-$1.86M	7	2.54%	Reduced
3423	CIS Custom Index Systems New York	$21.7M	+$6.19M	7	6.46%	Increased
3424	RFG - Bristol Wealth Advisors Taunton, Massachusetts	$21.7M	+$900K	6	6.27%	Increased
3425	Bandera Partners New York	$21.7M	$0	1	9.52%	Maintained