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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
1626	TCM Trybe Capital Management Greenwich, Connecticut	$43.9M	-$1.27M	3	36.04%	Reduced
1627	Scholtz & Company Stamford, Connecticut	$43.9M	-$11.6M	4	26.98%	Reduced
1628	PKO Investment Management Joint-Stock Warsaw, Poland	$43.8M	+$2.85M	4	6.31%	Increased
1629	CFM Wealth Partners Austin, Texas	$43.8M	-$1.8M	7	13.16%	Reduced
1630	GPC Guardian Point Capital Charlottesville, Virginia	$43.7M	$0	1	24.03%	Maintained
1631	TRB Advisors New York	$43.7M	-$49M	1	27.37%	Reduced
1632	BWCP LP Dallas, Texas	$43.6M	+$3.96M	4	23.49%	Increased
1633	DA Dash Acquisitions Woodland Hills, California	$43.6M	+$488K	4	23.84%	Increased
1634	Kore Private Wealth New York	$43.6M	+$1.07M	11	6.72%	Increased
1635	Pacifica Capital Investments Leander, Texas	$43.5M	+$2.45M	2	16.65%	Increased
1636	First Nebraska Trust Lincoln, Nebraska	$43.5M	+$451K	7	5.71%	Increased
1637	Auxier Asset Management Aurora, Oregon	$43.5M	-$546K	7	7.77%	Reduced
1638	IMC Chicago Chicago, Illinois	$43.4M	-$89.6M	5	0.06%	Reduced
1639	Ivy Lane Capital Management Winter Park, Florida	$43.3M	$0	2	41.02%	Maintained
1640	CRB Chad R. Baker	$43.3M	$0	4	12.04%	Maintained
1641	Stanley-Laman Group Berwyn, Pennsylvania	$43.3M	+$7.7M	8	7.7%	Increased
1642	Meritech Capital Associates VI Palo Alto, California	$43.2M	$0	2	41.94%	Maintained
1643	Exchange Capital Management Ann Arbor, Michigan	$43.2M	+$189K	4	9.42%	Increased
1644	River Wealth Advisors Camp Hill, Pennsylvania	$43.1M	+$648K	6	7.95%	Increased
1645	Ironwood Investment Counsel Scottsdale, Arizona	$43.1M	+$1.28M	5	12.11%	Increased
1646	Partners Capital Investment Group Boston, Massachusetts	$43.1M	+$5.13M	4	2.9%	Increased
1647	Buckingham Capital Management (Ohio) Dayton, Ohio	$43M	+$430K	5	8.06%	Increased
1648	Quadrant Capital Group Cincinnati, Ohio	$42.9M	+$1.69M	29	5.76%	Increased
1649	L & S Advisors Los Angeles, California	$42.7M	-$2.38M	6	7.13%	Reduced
1650	Sky Investment Group Hartford, Connecticut	$42.6M	+$293K	6	10.19%	Increased