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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
1751	First Mercantile Trust Cordova, Tennessee	$20.1M	-$1.69M	13	4.02%	Reduced
1752	O'Shaughnessy Asset Management Stamford, Connecticut	$20.1M	-$49.8M	6	0.43%	Reduced
1753	Slow Capital Greenbrae, California	$20.1M	-$760K	10	10.21%	Reduced
1754	DAC Dividend Assets Capital Ridgeland, South Carolina	$20.1M	-$105M	5	2.62%	Reduced
1755	BCA Bernzott Capital Advisors Camarillo, California	$20.1M	-$566K	2	2.5%	Reduced
1756	MA Mutual Advisors Omaha, Nebraska	$20M	+$1.15M	8	4.57%	Increased
1757	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$20M	-$472K	1	3.84%	Reduced
1758	SC Selz Capital New York	$20M	-$20M	2	3.15%	Reduced
1759	Nicola Wealth Management Vancouver, British Columbia, Canada	$20M	-$2.77M	3	3.89%	Reduced
1760	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$20M	+$5.36M	4	18.18%	Increased
1761	Ballentine Partners Waltham, Massachusetts	$20M	+$653K	7	1.11%	Increased
1762	Dakota Wealth Management Palm Beach Gardens, Florida	$19.9M	+$17.7M	8	5.54%	Increased
1763	Alley Company Lake Forest, Illinois	$19.9M	-$842K	4	6.71%	Reduced
1764	Horizon Kinetics New York	$19.9M	-$389K	6	0.51%	Reduced
1765	Steel Grove Capital Advisors Memphis, Tennessee	$19.8M	-$211K	8	3.18%	Reduced
1766	SAM Sandell Asset Management New York	$19.7M	-$12.9M	3	1.15%	Reduced
1767	Cetera Investment Advisers Schaumburg, Illinois	$19.7M	+$448K	7	3.46%	Increased
1768	Noesis Capital Mangement Boca Raton, Florida	$19.7M	-$9.9K	4	7.23%	Reduced
1769	Foster Dykema Cabot & Co Waltham, Massachusetts	$19.6M	-$233K	7	3.28%	Reduced
1770	SevenBridge Financial Group Harrisburg, Pennsylvania	$19.6M	+$1.45M	11	10.91%	Increased
1771	HRC Hoertkorn Richard Charles	$19.6M	+$542K	7	11.98%	Increased
1772	ECM EagleClaw Capital Management Boston, Massachusetts	$19.5M	-$398K	6	9.46%	Reduced
1773	Savant Capital Rockford, Illinois	$19.4M	-$388K	9	4.13%	Reduced
1774	UC Unio Capital Princeton, New Jersey	$19.4M	+$1.01M	6	14.56%	Increased
1775	MIM Monashee Investment Management Boston, Massachusetts	$19.3M	-$2.09M	0	–	Closed