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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	Slow Capital Greenbrae, California	$22.3M	+$2.91M	10	10.74%	Increased
1652	Strategic Vision Investment Hong Kong	$22.2M	+$8.72M	3	65.46%	Increased
1653	LVM Capital Management Portage, Michigan	$22.2M	-$565K	6	5.81%	Reduced
1654	Duff & Phelps Investment Management Chicago, Illinois	$22.1M	+$466K	6	0.37%	Increased
1655	Hendershot Investments Centreville, Virginia	$22.1M	+$60.3K	5	8.72%	Increased
1656	RG Riverstone Group Richmond, Virginia	$22.1M	$0	1	26.65%	Maintained
1657	Cobalt Capital Management Short Hills, New Jersey	$22.1M	+$25.2M	2	6.37%	New
1658	Marcato Capital Management San Francisco, California	$22.1M	-$7.94M	1	4.86%	Reduced
1659	Nicola Wealth Management Vancouver, British Columbia, Canada	$22.1M	$0	4	3.63%	Maintained
1660	HR Hayden Royal Charlotte, North Carolina	$22M	+$23.5M	6	11.24%	New
1661	Oakworth Capital Birmingham, Alabama	$22M	+$1.02M	11	5.01%	Increased
1662	FVCM F&V Capital Management Boca Raton, Florida	$22M	+$990K	5	13.29%	Increased
1663	Tree Line Advisors Central, Hong Kong	$21.9M	+$23.7M	1	35.25%	New
1664	Prelude Capital Management New York	$21.8M	-$1.35M	12	1.46%	Reduced
1665	Blue Fin Capital Warren, Rhode Island	$21.8M	-$359K	6	13.03%	Reduced
1666	Alterna Wealth Management Houston, Texas	$21.8M	+$28.1M	7	3.55%	New
1667	RKL Wealth Management Lancaster, Pennsylvania	$21.8M	-$654K	5	5.02%	Reduced
1668	Horiko Capital Management New York	$21.8M	+$23.2M	3	23.09%	New
1669	Packer & Co Cottesloe, Australia	$21.6M	+$22.3M	1	2.66%	New
1670	Broadleaf Partners Hudson, Ohio	$21.6M	-$3.11M	3	17.24%	Reduced
1671	Holderness Investments Company Greensboro, North Carolina	$21.5M	+$177K	7	11.76%	Increased
1672	Campbell Capital Management Miami, Florida	$21.5M	+$22.6M	4	27.37%	New
1673	Teewinot Capital Advisers New York	$21.4M	+$1.76M	4	9.31%	Increased
1674	UG Investment Advisers Taipei, Taiwan	$21.4M	+$424K	1	57.72%	Increased
1675	Security National Trust Wheeling, West Virginia	$21.4M	-$674K	8	7.94%	Reduced