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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
1526	MGO One Seven Beachwood, Ohio	$43.8M	-$3.83M	10	4.38%	Reduced
1527	Monetary Management Group St Louis, Missouri	$43.7M	-$389K	8	13.65%	Reduced
1528	Goelzer Investment Management Carmel, Indiana	$43.4M	-$583K	6	3.72%	Reduced
1529	Boothbay Fund Management New York	$43.4M	-$10.7M	16	1%	Reduced
1530	Stansberry Asset Management Westlake, Texas	$43.3M	-$702K	4	8.95%	Reduced
1531	Trust Asset Management Houston, Texas	$43.3M	$0	6	5.39%	Maintained
1532	Graham Capital Management Rowayton, Connecticut	$43.3M	+$11.4M	19	1.31%	Increased
1533	IGYL I.G.Y. Ltd London, United Kingdom	$43.3M	$0	1	31.6%	Maintained
1534	Smithfield Trust Pittsburgh, Pennsylvania	$43.1M	-$1.23M	13	2.9%	Reduced
1535	Alerus Financial Grand Forks, North Dakota	$43M	-$22.3M	6	3.94%	Reduced
1536	GCM Grosvenor Holdings Chicago, Illinois	$43M	$0	1	10.98%	Maintained
1537	PKO Investment Management Joint-Stock Warsaw, Poland	$43M	+$9.6M	4	6.26%	Increased
1538	Griffin Asset Management New York	$43M	-$1.38M	6	6.48%	Reduced
1539	Hilton Capital Management Garden City, New York	$42.9M	$0	4	5.65%	Maintained
1540	Howe & Rusling Rochester, New York	$42.8M	-$6.88M	7	5.37%	Reduced
1541	Fulcrum Capital Seattle, Washington	$42.8M	+$2.39M	4	12.37%	Increased
1542	NBT Bank Norwich, New York	$42.8M	-$843K	6	6.24%	Reduced
1543	North Star Investment Management Chicago, Illinois	$42.8M	-$1.82M	16	3.8%	Reduced
1544	Birinyi Associates Westport, Connecticut	$42.8M	-$1.38M	5	20.54%	Reduced
1545	Mitchell Capital Management Leawood, Kansas	$42.8M	-$5.63M	3	11.83%	Reduced
1546	Tufton Capital Management Hunt Valley, Maryland	$42.7M	-$1.31M	5	9.4%	Reduced
1547	Anchor Investment Management Columbia, South Carolina	$42.7M	+$86.4K	19	6.12%	Increased
1548	Avitas Wealth Management Los Angeles, California	$42.7M	+$21.7M	5	9.01%	Increased
1549	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$42.7M	-$1.99M	4	11.65%	Reduced
1550	Fund Management at Engine No 1 San Francisco, California	$42.6M	+$5.6M	9	10.43%	Increased