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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
1651	Advisornet Financial Minnetonka, Minnesota	$20.4M	+$19.6M	13	3.09%	New
1652	Peak Asset Management Louisville, Colorado	$20.4M	-$819K	5	7.44%	Reduced
1653	Horizon Kinetics New York	$20.3M	-$183K	6	0.6%	Reduced
1654	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$20.3M	-$515K	4	6.14%	Reduced
1655	CAIMH Central Asset Investments & Management Holdings Hong Kong	$20.3M	+$7.12M	2	16.63%	Increased
1656	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$20.2M	-$250K	6	7.82%	Reduced
1657	Carrhae Capital London, United Kingdom	$20.2M	-$4.78M	2	5.52%	Reduced
1658	Capital Investment Counsel Inc Raleigh, North Carolina	$20.2M	-$401K	8	8.33%	Reduced
1659	PAM Premier Asset Management Chicago, Illinois	$20.1M	+$492K	4	4.49%	Increased
1660	LVM Capital Management Portage, Michigan	$20.1M	-$302K	5	4.55%	Reduced
1661	CCM Cobalt Capital Management Short Hills, New Jersey	$20.1M	-$26M	1	3.1%	Reduced
1662	Forte Capital Rochester, New York	$20.1M	+$400K	8	5.98%	Increased
1663	Radnor Capital Management Wayne, Pennsylvania	$20.1M	+$296K	7	6.43%	Increased
1664	AIS American Investment Services Great Barrington, Massachusetts	$20.1M	+$1.99M	3	7.33%	Increased
1665	PTB Pioneer Trust Bank Salem, Oregon	$20.1M	-$12.8K	5	9.83%	Reduced
1666	Robeco Schweiz Zurich, Switzerland	$20M	-$772K	3	1.32%	Reduced
1667	BHA Beech Hill Advisors New York	$20M	+$4.09M	5	9.88%	Increased
1668	Trust Company Manhattan, Kansas	$20M	-$779K	8	8.25%	Reduced
1669	LCM Lee Capital Management New York	$20M	-$433K	6	16.99%	Reduced
1670	Linscomb Wealth Houston, Texas	$19.9M	-$342K	6	1.64%	Reduced
1671	BCA Bernzott Capital Advisors Camarillo, California	$19.9M	+$2.99M	2	2.63%	Increased
1672	Summit Partners Public Asset Management Boston, Massachusetts	$19.9M	$0	1	2.6%	Maintained
1673	HA Harbor Advisors West Palm Beach, Florida	$19.8M	+$1.86M	7	6.73%	Increased
1674	Camden National Bank Camden, Maine	$19.8M	-$977K	4	5.75%	Reduced
1675	Global Financial Private Capital Sarasota, Florida	$19.8M	+$1.4M	8	0.68%	Increased