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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
1701	Aubrey Capital Management Edinburgh, United Kingdom	$24M	+$1.11M	2	11.53%	Increased
1702	Institute for Wealth Management Denver, Colorado	$24M	+$9.02M	7	5.21%	Increased
1703	Grace Capital Quincy, Massachusetts	$23.9M	+$4.72M	8	9.34%	Increased
1704	Alley Company Lake Forest, Illinois	$23.9M	+$448K	4	7.01%	Increased
1705	FVCM F&V Capital Management Boca Raton, Florida	$23.9M	-$1.49M	5	13.62%	Reduced
1706	Allworth Financial Folsom, California	$23.8M	-$9.44M	14	1.03%	Reduced
1707	Joel Isaacson & Co New York	$23.8M	+$435K	8	3.48%	Increased
1708	Icon Advisers Greenwood Village, Colorado	$23.8M	+$9.29M	7	2.39%	Increased
1709	Barometer Capital Management Toronto, Ontario, Canada	$23.8M	+$9.04M	5	2.71%	Increased
1710	Bellecapital Zurich, Switzerland	$23.8M	-$1.72M	6	15.11%	Reduced
1711	Capco Asset Management Tampa, Florida	$23.7M	-$29.6K	1	13.7%	Reduced
1712	IIA IPG Investment Advisors San Diego, California	$23.7M	+$1.42M	6	8.12%	Increased
1713	Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$23.6M	+$505K	10	12.86%	Increased
1714	Dakota Wealth Management Palm Beach Gardens, Florida	$23.6M	-$572K	6	4.7%	Reduced
1715	Leavell Investment Management Mobile, Alabama	$23.6M	+$276K	7	2.64%	Increased
1716	Steginsky Capital Port Washington, New York	$23.6M	+$220K	2	16.8%	Increased
1717	TCIM TOMS Capital Investment Management New York	$23.6M	+$2.73M	1	5.37%	Increased
1718	Sargent Bickham Lagudis Boulder, Colorado	$23.6M	+$664K	11	2.73%	Increased
1719	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$23.6M	-$466K	4	5%	Reduced
1720	KMG Fiduciary Partners Toledo, Ohio	$23.6M	+$2.32M	7	8.94%	Increased
1721	Belpointe Asset Management Reno, Nevada	$23.4M	+$3.25M	8	4.58%	Increased
1722	RV Capital Schindellegi, Switzerland	$23.4M	$0	1	18.51%	Maintained
1723	MIM Marco Investment Management Atlanta, Georgia	$23.4M	-$1.46M	8	4.35%	Reduced
1724	Owl Creek Asset Management New York	$23.3M	-$76.5M	1	0.86%	Reduced
1725	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$23.2M	-$471K	1	0.64%	Reduced