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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	Graypoint LLC Albany, New York	$47.4M	+$3.34M	10	4.45%	Increased
1752	GJCM Grand Jean Capital Management San Francisco, California	$47.2M	+$2.26M	5	14.67%	Increased
1753	3G Capital Partners New York	$47.1M	+$30.1M	3	26.19%	Increased
1754	Buckley Wealth Management Las Vegas, Nevada	$47.1M	-$1.63M	5	17.62%	Reduced
1755	Heron Bay Capital Management Bloomfield Hills, Michigan	$47M	+$236K	6	12.66%	Increased
1756	Shikiar Asset Management New York	$46.9M	-$442K	3	16.32%	Reduced
1757	Community Bank Dewitt, New York	$46.9M	-$1.28M	10	6.57%	Reduced
1758	LaFleur & Godfrey Grand Rapids, Michigan	$46.9M	+$1.03M	5	7.51%	Increased
1759	Discovery Capital Management South Norwalk, Connecticut	$46.9M	-$21.4M	2	8.33%	Reduced
1760	World Equity Group Schaumburg, Illinois	$46.9M	+$20.3M	7	9.74%	Increased
1761	Parcion Private Wealth Bellevue, Washington	$46.8M	+$1.72M	8	4.86%	Increased
1762	Proficio Capital Partners Newton, Massachusetts	$46.8M	+$2.49M	8	6.24%	Increased
1763	Stratos Investment Management Beachwood, Ohio	$46.8M	+$2.54M	6	6.99%	Increased
1764	Bensler Bellevue, Washington	$46.8M	+$2.28M	4	9%	Increased
1765	W.R. Berkley Corp Greenwich, Connecticut	$46.7M	+$44.8M	4	3.04%	Increased
1766	JLB & Associates Plymouth, Michigan	$46.7M	-$2.93M	3	7.32%	Reduced
1767	Harbour Investments Madison, Wisconsin	$46.5M	+$3.28M	28	2.33%	Increased
1768	Hilltop Holdings Dallas, Texas	$46.5M	-$5.8M	8	5.42%	Reduced
1769	Dubuque Bank & Trust Dubuque, Iowa	$46.5M	-$3.03M	6	6.21%	Reduced
1770	Nemes Rush Group Novi, Michigan	$46.4M	+$784K	12	8.42%	Increased
1771	Concentric Capital Strategies Stamford, Connecticut	$46.4M	+$11.3M	8	4.79%	Increased
1772	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$46.3M	-$21.1M	3	5.44%	Reduced
1773	Carrhae Capital London, United Kingdom	$46.3M	+$15.3M	1	15.9%	Increased
1774	CBT Central Bank & Trust Lexington, Kentucky	$46.3M	-$823K	9	8.04%	Reduced
1775	Columbus Hill Capital Management Short Hills, New Jersey	$46.2M	$0	2	16.96%	Maintained