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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
1726	Tufton Capital Management Hunt Valley, Maryland	$87.8M	+$129K	5	15.65%	Increased
1727	Sage Mountain Advisors Atlanta, Georgia	$87.8M	+$11.4M	6	5.03%	Increased
1728	Forest Avenue Capital Management Miami, Florida	$87.8M	+$42.7M	2	6.47%	Increased
1729	Naples Global Advisors Naples, Florida	$87.6M	+$2.74M	7	6.83%	Increased
1730	De Burlo Group Boston, Massachusetts	$87.6M	-$30.4M	4	10.56%	Reduced
1731	K.J. Harrison & Partners Toronto, Ontario, Canada	$87.4M	+$1.68M	6	12.51%	Increased
1732	Apella Capital West Hartford, Connecticut	$87.4M	+$3.83M	6	1.95%	Increased
1733	Hamilton Wealth Encino, California	$87.3M	+$1.37M	6	18.21%	Increased
1734	RBF Capital San Francisco, California	$87.3M	+$481K	10	3.89%	Increased
1735	Journey Advisory Group Covington, Kentucky	$87.2M	+$155K	7	6.45%	Increased
1736	Thompson Investment Management Madison, Wisconsin	$87M	-$3.6M	8	11.6%	Reduced
1737	DSG Capital Advisors Edina, Minnesota	$86.9M	+$2.27M	7	13.85%	Increased
1738	Goldstream Capital Management Central, Hong Kong	$86.8M	+$11.1M	7	19.65%	Increased
1739	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$86.6M	-$8.97M	4	4.33%	Reduced
1740	Integrity Alliance Urbandale, Iowa	$86.5M	+$1.68M	9	4.07%	Increased
1741	WPI Walter Public Investments Westmount, Canada	$86.4M	+$10.9M	3	14.21%	Increased
1742	DigitalBridge Group Boca Raton, Florida	$86.4M	+$37.2M	2	6.89%	Increased
1743	Peak Asset Management Louisville, Colorado	$86.4M	-$2.56M	8	15.07%	Reduced
1744	West Branch Capital Amherst, Massachusetts	$86.3M	+$1.69M	12	22.65%	Increased
1745	Claret Asset Management Montreal, Quebec, Canada	$86.3M	-$696K	12	10.28%	Reduced
1746	RWC Asset Advisors Miami, Florida	$86.2M	-$803K	1	14.12%	Reduced
1747	Oakworth Capital Birmingham, Alabama	$86.1M	+$271K	12	4.98%	Increased
1748	Vision Capital Management Portland, Oregon	$85.6M	-$655K	5	10.56%	Reduced
1749	Optas LLC Austin, Texas	$85.6M	+$36K	11	14.53%	Increased
1750	Cullen Investment Group Lafayette, Louisiana	$85.6M	-$54.7K	6	11.32%	Reduced