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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
1551	Princeton Capital Management Red Bank, New Jersey	$30.5M	-$292K	8	14.83%	Reduced
1552	AGM Alpine Global Management New York	$30.5M	+$17.8M	1	7.82%	Increased
1553	First Washington Corp Seattle, Washington	$30.5M	+$179K	6	15.16%	Increased
1554	Lombard Odier Asset Management (USA) New York	$30.5M	-$1.3M	4	2.92%	Reduced
1555	Canal Insurance Company Greenville, South Carolina	$30.4M	$0	2	10.77%	Maintained
1556	JLB & Associates Plymouth, Michigan	$30.4M	-$497K	2	6.03%	Reduced
1557	Buckley Wealth Management Las Vegas, Nevada	$30.3M	-$1.76M	6	14.85%	Reduced
1558	Alphabet Inc Mountain View, California	$30.3M	+$31.6M	1	0.91%	New
1559	Provident Investment Management Novi, Michigan	$30.3M	+$1.57M	2	4.54%	Increased
1560	WCM Investment Management Laguna Beach, California	$30.2M	-$114M	3	0.18%	Reduced
1561	North Star Investment Management Chicago, Illinois	$30.2M	-$3.45M	15	3.35%	Reduced
1562	Ipswich Investment Management Beverly, Massachusetts	$30.2M	-$410K	7	9.62%	Reduced
1563	Discovery Capital Management South Norwalk, Connecticut	$30.2M	-$88.9M	1	5.05%	Reduced
1564	Bath Savings Trust Bath, Maine	$30.2M	+$1.55M	6	5.79%	Increased
1565	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$30.1M	-$148K	4	8.56%	Reduced
1566	IHT Wealth Management Chicago, Illinois	$30M	+$3.2M	10	4.08%	Increased
1567	Kelly Lawrence W & Associates Pasadens, California	$30M	+$5.93K	6	5%	Increased
1568	Addenda Capital Montreal, Quebec, Canada	$30M	+$1.06M	4	2.11%	Increased
1569	TRB Advisors New York	$29.9M	-$6.88M	3	24.87%	Reduced
1570	Calixto Global Investors Coral Gables, Florida	$29.9M	-$7.79M	2	23.13%	Reduced
1571	American Assets Investment Management San Diego, California	$29.9M	$0	7	4.78%	Maintained
1572	Lucia Wealth Services San Diego, California	$29.8M	+$422K	8	9.94%	Increased
1573	Elite Wealth Management Kirkland, Washington	$29.8M	-$127K	5	41.14%	Reduced
1574	Spinnaker Trust Portland, Maine	$29.8M	+$580K	7	2.94%	Increased
1575	Auxier Asset Management Aurora, Oregon	$29.8M	-$20.3K	6	5.99%	Reduced