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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	EEP Edgehill Endowment Partners Hamden, Connecticut	$42.9M	$0	1	8.57%	Maintained
1702	SP Solel Partners Boston, Massachusetts	$42.8M	-$9.36M	1	8.75%	Reduced
1703	Dubuque Bank & Trust Dubuque, Iowa	$42.7M	-$610K	6	5.47%	Reduced
1704	J. Arnold Wealth Management Youngstown, Ohio	$42.6M	+$1.17M	4	20.84%	Increased
1705	Covenant Asset Management Chester, New Jersey	$42.6M	-$3.76M	5	10.14%	Reduced
1706	Rice Partnership Honolulu, Hawaii	$42.6M	-$2.08M	5	12.77%	Reduced
1707	LA Lynch & Associates Newburgh, Indiana	$42.5M	-$151K	4	11.15%	Reduced
1708	Stansberry Asset Management Westlake, Texas	$42.4M	-$8.04M	4	8.22%	Reduced
1709	PKO Investment Management Joint-Stock Warsaw, Poland	$42.4M	-$7.81M	4	5.59%	Reduced
1710	Fragasso Financial Advisors Sewickley, Pennsylvania	$42.3M	+$2.37M	6	4.82%	Increased
1711	WA Wealth Advisors Rancho Santa Fe, California	$42.3M	-$1.72M	4	20.08%	Reduced
1712	YC Yunqi Capital Hong Kong	$42.2M	+$3.58M	1	26.7%	Increased
1713	Long Walk Management Greenwich, Connecticut	$42.1M	-$2.46M	3	37.59%	Reduced
1714	Cypress Capital Group Palm Beach, Florida	$42.1M	-$978K	7	6.46%	Reduced
1715	Stokes Family Office New Orleans, Louisiana	$42M	+$50.6K	6	5.23%	Increased
1716	AIS AM Investment Strategies Chattanooga, Tennessee	$41.9M	-$1.07M	7	14.33%	Reduced
1717	Wallington Asset Management Indianapolis, Indiana	$41.9M	+$115K	3	8.39%	Increased
1718	Portolan Capital Management Boston, Massachusetts	$41.9M	-$2.2M	8	3.99%	Reduced
1719	Punch & Associates Investment Management Edina, Minnesota	$41.9M	-$1.75M	4	2.7%	Reduced
1720	SFMG Wealth Advisors Plano, Texas	$41.8M	+$1.9M	6	4.5%	Increased
1721	Bridgeway Capital Management Houston, Texas	$41.7M	-$3.09M	8	1.11%	Reduced
1722	Phraction Management Colchester, Connecticut	$41.6M	+$1.48M	4	23.86%	Increased
1723	Conning Inc Hartford, Connecticut	$41.6M	-$7.22M	7	1.39%	Reduced
1724	Venturi Wealth Management Austin, Texas	$41.6M	+$1.25M	19	3.42%	Increased
1725	Honeycomb Asset Management New York	$41.4M	+$18.1M	2	8.54%	Increased