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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	NKCFO LLC Geneva, Illinois	$36.6M	+$878K	5	16.92%	Increased
1752	FORA Capital Miami, Florida	$36.5M	+$26.2M	7	7.01%	Increased
1753	Soltis Investment Advisors St. George, Utah	$36.5M	+$13.4M	7	5.49%	Increased
1754	Texas Yale Capital Corp St. Petersburg, Florida	$36.5M	+$2.35M	8	2.34%	Increased
1755	Sands Capital Ventures Arlington, Virginia	$36.5M	$0	1	10.6%	Maintained
1756	CT Chicago Trust Grayslake, Illinois	$36.4M	-$107K	9	9.44%	Reduced
1757	Penobscot Investment Management Boston, Massachusetts	$36.4M	+$1.16M	6	6.78%	Increased
1758	TCV Trust & Wealth Management Richmond, Virginia	$36.2M	-$170K	5	4.61%	Reduced
1759	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$36.1M	-$532K	6	4.31%	Reduced
1760	Pacifica Capital Investments Leander, Texas	$36.1M	+$701K	2	13.69%	Increased
1761	Balentine LLC Atlanta, Georgia	$36.1M	+$7.69M	13	1.37%	Increased
1762	Harbour Investments Madison, Wisconsin	$36.1M	-$7.4M	27	2.44%	Reduced
1763	Dubuque Bank & Trust Dubuque, Iowa	$36.1M	+$776K	6	5.04%	Increased
1764	MRCM M&R Capital Management Summit, New Jersey	$36M	-$76.2K	9	10.16%	Reduced
1765	Zuckerman Investment Group Chicago, Illinois	$35.9M	+$2.4M	6	6.74%	Increased
1766	Paulson & Co New York	$35.9M	-$23.8M	3	2.63%	Reduced
1767	Cypress Capital Group Palm Beach, Florida	$35.9M	-$1.77M	8	5.98%	Reduced
1768	Annex Advisory Services Brookfield, Wisconsin	$35.8M	+$5.16M	6	2.41%	Increased
1769	LA Lynch & Associates Newburgh, Indiana	$35.8M	+$744K	5	10.47%	Increased
1770	WPI Walter Public Investments Westmount, Canada	$35.7M	-$263K	2	12.53%	Reduced
1771	Bordeaux Wealth Advisors Menlo Park, California	$35.7M	+$15.4M	6	22.42%	Increased
1772	Advisory Research Chicago, Illinois	$35.7M	+$11.5M	6	3.49%	Increased
1773	Comerica Securities Detroit, Michigan	$35.7M	+$4.1M	8	2.94%	Increased
1774	Telos Capital Management San Diego, California	$35.6M	+$491K	6	5.86%	Increased
1775	Parus Finance (UK) London, United Kingdom	$35.6M	+$632K	4	30.9%	Increased