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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
1501	SP Solel Partners Boston, Massachusetts	$62.9M	$0	2	9.38%	Maintained
1502	Lighthouse Investment Partners Palm Beach Gardens, Florida	$62.8M	+$38.3M	7	2.56%	Increased
1503	Biondo Investment Advisors Milford, Pennsylvania	$62.7M	+$6.83M	4	11.81%	Increased
1504	Insigneo Advisory Services Miami, Florida	$62.5M	+$297K	11	12.72%	Increased
1505	Courier Capital Buffalo, New York	$62.4M	-$1.12M	6	5.17%	Reduced
1506	Bourne Lent Asset Management Pawling, New York	$62.1M	-$9.5M	4	27.35%	Reduced
1507	Lake Street Advisors Group Portsmouth, New Hampshire	$62M	+$4.13M	7	3.69%	Increased
1508	Clarkston Capital Partners Rochester, Michigan	$62M	-$379K	6	1.22%	Reduced
1509	Vista Equity Partners Management San Francisco, California	$62M	-$25.4M	4	1.55%	Reduced
1510	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$61.9M	-$2.72M	6	7.36%	Reduced
1511	Wahed Invest New York	$61.6M	+$5.56M	8	20.04%	Increased
1512	Marble Harbor Investment Counsel Boston, Massachusetts	$61.5M	-$217K	6	8.07%	Reduced
1513	Weiss Asset Management Boston, Massachusetts	$61.4M	+$53.6M	4	3.64%	Increased
1514	Ameritas Advisory Services Lincoln, Nebraska	$61.4M	+$24.6M	10	3.07%	Increased
1515	Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$61.4M	+$1.14M	6	13.08%	Increased
1516	Alight Capital Management New York	$61.4M	-$4.44M	9	31.88%	Reduced
1517	Strategic Investment Solutions Orland Park, Illinois	$61.4M	+$60.3M	9	0.76%	Increased
1518	Nicholas Hoffman & Company Atlanta, Georgia	$61.3M	-$354K	6	4.53%	Reduced
1519	Horiko Capital Management New York	$61.3M	+$241K	4	32.22%	Increased
1520	RBF Capital San Francisco, California	$61.2M	-$615K	11	4.02%	Reduced
1521	Alpine Woods Capital Investors Purchase, New York	$61.2M	+$456K	7	9.87%	Increased
1522	Freshford Capital Management Rye Brook, New York	$61.1M	-$5.01M	1	10.16%	Reduced
1523	DA Dash Acquisitions Woodland Hills, California	$61.1M	-$1.99M	5	24.61%	Reduced
1524	Tamar Securities Woodland Hills, California	$61M	-$4.79M	4	14.71%	Reduced
1525	HAP Trading New York	$61M	+$51.9M	4	9.75%	Increased