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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
3801	RIM Rovida Investment Management Grand Cayman, Cayman Islands	$12.4M	$0	1	3.7%	Maintained
3802	Vickerman Investment Advisors Spokane, Washington	$12.4M	+$3.65M	4	2.8%	Increased
3803	Joseph Group Capital Management Columbus, Ohio	$12.4M	+$4.78M	3	4.72%	Increased
3804	Quarry LP New York	$12.3M	-$25.6M	13	2.68%	Reduced
3805	Promethium Advisors Bethesda, Maryland	$12.3M	+$1.33M	6	7.9%	Increased
3806	Prudent Man Advisors Naperville, Illinois	$12.3M	+$1.22M	5	4.48%	Increased
3807	Breakwater Investment Management Seattle, Washington	$12.3M	-$64.2K	5	5.26%	Reduced
3808	Roof Eidam Maycock Peralta (REMP) San Francisco, California	$12.3M	+$235K	6	3.27%	Increased
3809	Bank of Marin Novato, California	$12.3M	-$164K	5	15.69%	Reduced
3810	Montz Harcus Wealth Management New Orleans, Louisiana	$12.3M	+$1.04M	5	6.73%	Increased
3811	Aspire Private Capital Cornelius, North Carolina	$12.3M	+$915K	5	3.06%	Increased
3812	Strategic Advocates Logan, Utah	$12.3M	-$1.39M	6	4.27%	Reduced
3813	Gold Investment Management Edmonton, Alberta, Canada	$12.3M	-$1.52M	6	5.19%	Reduced
3814	Sandy Cove Advisors Hingham, Massachusetts	$12.3M	+$96.5K	6	4.94%	Increased
3815	Viking Fund Management Minot, North Dakota	$12.3M	+$2.49M	4	1.77%	Increased
3816	CCA Covey Capital Advisors Atlanta, Georgia	$12.3M	+$394K	4	14.12%	Increased
3817	BIA Bigelow Investment Advisors Portland, Maine	$12.2M	+$77.7K	6	5.82%	Increased
3818	Revisor Wealth Management Akron, Ohio	$12.2M	+$9.08M	6	5.45%	Increased
3819	MFFIA McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts	$12.2M	-$75.4K	3	9%	Reduced
3820	Ceera Investments Bellaire, Texas	$12.2M	-$146K	5	4.21%	Reduced
3821	Omnia Family Wealth Aventura, Florida	$12.2M	+$2.37M	5	5.11%	Increased
3822	Wealthstream Advisors New York	$12.2M	+$205K	7	2.28%	Increased
3823	Pathway Financial Advisers Auburn, Indiana	$12.2M	+$619K	5	4.18%	Increased
3824	Facet Wealth Inc Baltimore, Maryland	$12.2M	-$413K	6	0.31%	Reduced
3825	EWA LLC Pittsbugh, Pennsylvania	$12.1M	-$1.57M	7	4.51%	Reduced