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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	Unio Capital Princeton, New Jersey	$22.6M	+$501K	6	14.77%	Increased
1752	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$22.5M	-$16M	3	8.98%	Reduced
1753	IHT Wealth Management Chicago, Illinois	$22.5M	+$2.14M	10	4.87%	Increased
1754	SAM Sandell Asset Management New York	$22.5M	$0	3	1.73%	Maintained
1755	Leavell Investment Management Mobile, Alabama	$22.5M	+$1.41M	7	2.42%	Increased
1756	Bandera Partners New York	$22.5M	$0	2	14.56%	Maintained
1757	TCI Wealth Advisors Tucson, Arizona	$22.5M	-$642K	16	9.4%	Reduced
1758	ECM EagleClaw Capital Management Boston, Massachusetts	$22.5M	+$206K	6	9.83%	Increased
1759	Bingham Osborn & Scarborough San Francisco, California	$22.4M	+$247K	6	1.99%	Increased
1760	Kingsview Wealth Management Grants Pass, Oregon	$22.4M	+$1.3M	7	4.54%	Increased
1761	Sunriver Management Greenwich, Connecticut	$22.3M	-$5.4M	1	4.61%	Reduced
1762	Sustainable Insight Capital Management New York	$22.3M	+$3.71M	5	14.54%	Increased
1763	Capco Asset Management Tampa, Florida	$22.3M	-$15.9K	1	14.28%	Reduced
1764	Schonfeld Strategic Advisors New York	$22.3M	-$17.6M	9	0.99%	Reduced
1765	Systematic Financial Management Teaneck, New Jersey	$22.2M	+$4.48M	5	0.54%	Increased
1766	Steginsky Capital Port Washington, New York	$22.2M	+$280K	2	17.2%	Increased
1767	Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$22.2M	+$698K	8	11.94%	Increased
1768	Connable Office Inc Kalamazoo, Michigan	$22.2M	-$1.1M	5	4.26%	Reduced
1769	Diversified Trust Memphis, Tennessee	$22.2M	-$2.34M	8	1.1%	Reduced
1770	Morgens Waterfall Vintiadis & Co New York	$22.2M	+$2.39M	5	14.49%	Increased
1771	Steel Grove Capital Advisors Memphis, Tennessee	$22M	-$401K	6	3.08%	Reduced
1772	Intact Investment Management Montreal, Quebec, Canada	$22M	-$319K	6	0.78%	Reduced
1773	Managed Asset Portfolios Rochester, Michigan	$22M	+$538K	1	5.82%	Increased
1774	Fiduciary Trust International Lincoln, Massachusetts	$22M	+$715K	4	6.3%	Increased
1775	Horizon Kinetics New York	$22M	+$442K	6	0.53%	Increased