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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	Capital Investment Counsel Inc Raleigh, North Carolina	$61M	+$2.7M	10	11.81%	Increased
1527	RBF Capital San Francisco, California	$61M	+$2.35M	11	3.8%	Increased
1528	BIT Capital Berlin, Germany	$60.9M	-$35.9M	4	5.65%	Reduced
1529	FourThought Financial Partners Venice, Florida	$60.8M	-$2.66M	7	7.99%	Reduced
1530	DA Dash Acquisitions Woodland Hills, California	$60.8M	+$708K	5	24.11%	Increased
1531	LS Investment Advisors Bloomfield Hills, Michigan	$60.8M	+$1.12M	5	10.67%	Increased
1532	Blue Fin Capital Warren, Rhode Island	$60.7M	+$748K	6	17.34%	Increased
1533	Park Presidio Capital San Francisco, California	$60.7M	+$562K	1	15.36%	Increased
1534	Forte Capital Rochester, New York	$60.6M	+$991K	8	8.74%	Increased
1535	Hilton Capital Management Garden City, New York	$60.6M	+$3.45M	5	7.28%	Increased
1536	Freshford Capital Management Rye Brook, New York	$60.5M	+$5.19M	1	9.26%	Increased
1537	Whetstone Capital Advisors Shawnee Mission, Kansas	$60.5M	+$4.72M	6	33.78%	Increased
1538	Strategic Global Advisors Newport Beach, California	$60.4M	-$7.48M	5	9.29%	Reduced
1539	CANC Culbertson A N & Co Charlottesville, Virginia	$60.3M	+$48.6K	6	11.65%	Increased
1540	Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$60.3M	+$1.1M	7	13.35%	Increased
1541	Matthew Goff Investment Advisor Houston, Texas	$60.2M	-$6.06M	6	14.14%	Reduced
1542	Peninsula Wealth San Francisco, California	$60.2M	-$42.6K	7	15.74%	Reduced
1543	Flagship Harbor Advisors Boston, Massachusetts	$60.2M	-$7.33M	10	4.97%	Reduced
1544	Smithfield Trust Pittsburgh, Pennsylvania	$59.9M	+$8.76K	13	3.62%	Increased
1545	Tompkins Financial Ithaca, New York	$59.9M	-$842K	10	9.38%	Reduced
1546	Cheviot Value Management Beverly Hills, California	$59.8M	+$1.07M	5	13.02%	Increased
1547	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$59.7M	-$813K	5	14.83%	Reduced
1548	Birinyi Associates Westport, Connecticut	$59.7M	+$232K	6	21.8%	Increased
1549	Power Corp of Canada Montreal, Quebec, Canada	$59.6M	+$143K	3	5.91%	Increased
1550	Ardmore Road Asset Management New York	$59.4M	+$28.1M	2	17.9%	Increased