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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
3426	ORC O'Rourke & Company Boston, Massachusetts	$24.2M	-$618K	6	9.43%	Reduced
3427	Key Client Fiduciary Advisors Fairfield, New Jersey	$24.2M	-$1.12M	7	8.27%	Reduced
3428	Aperture Investors New York	$24.2M	+$6.86M	4	2.77%	Increased
3429	Wealth Analytics Partners San Diego, California	$24.2M	+$23.6M	3	9.5%	New
3430	Pine Haven Investment Counsel Fairhaven, Massachusetts	$24.2M	+$410	5	17.22%	Increased
3431	CCP Cunning Capital Partners Morrisville, North Carolina	$24.2M	$0	5	11.2%	Maintained
3432	William Allan Corp Fort Collins, Colorado	$24.2M	-$918K	3	13.73%	Reduced
3433	Millstone Evans Group Boulder, Colorado	$24.2M	+$1.17M	15	14.24%	Increased
3434	Brooks Moore & Associates Chattanooga, Tennessee	$24.2M	-$338K	6	11.89%	Reduced
3435	SNS Financial Group Minneapolis, Minnesota	$24.2M	+$999K	6	2.08%	Increased
3436	North Dallas Bank & Trust Dallas, Texas	$24.2M	+$24M	6	15.76%	New
3437	Pecaut & Co Sioux City, Iowa	$24.2M	-$2.19M	2	7.79%	Reduced
3438	Northcape Wealth Management Williamsville, New York	$24.1M	-$295K	6	6.81%	Reduced
3439	RFL RD Finance Ltd Limassol, Cyprus	$24.1M	+$22.1M	4	24.4%	Increased
3440	HCM Helios Capital Management Singapore	$24.1M	$0	3	16.54%	Maintained
3441	LCM Capital Management Chicago, Illinois	$24.1M	-$194K	6	11.64%	Reduced
3442	Bretton Capital Management San Francisco, California	$24.1M	$0	2	20.15%	Maintained
3443	BridgePort Financial Solutions Fairfield, Iowa	$24.1M	-$440K	6	6.46%	Reduced
3444	James J. Burns & Company Melville, New York	$24.1M	-$235K	7	3.32%	Reduced
3445	Sentinus LLC Oak Brook, Illinois	$24M	+$9.6M	9	2.31%	Increased
3446	Guerra Pan Advisors Montclair, New Jersey	$24M	-$16.1K	7	14.27%	Reduced
3447	Elgethun Capital Management Sioux Falls, South Dakota	$24M	+$753K	6	4.15%	Increased
3448	Alexander Labrunerie & Co Columbia, Missouri	$24M	+$6.25K	6	8.69%	Increased
3449	Deuterium Capital Management Clearwater, Florida	$24M	-$3.33M	2	34.76%	Reduced
3450	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$23.9M	+$17.7M	3	17.86%	Increased