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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
1776	Edge Capital Group Atlanta, Georgia	$21.7M	-$128K	7	2.14%	Reduced
1777	Fukoku Mutual Life Insurance Tokyo, Japan	$21.7M	+$999K	11	2.78%	Increased
1778	Covenant Asset Management Chester, New Jersey	$21.6M	-$333K	5	11.36%	Reduced
1779	Unio Capital Princeton, New Jersey	$21.6M	+$694K	5	15.14%	Increased
1780	Hourglass Capital Houston, Texas	$21.6M	-$589K	7	6.3%	Reduced
1781	Hamilton Lane Advisors Conshohocken, Pennsylvania	$21.6M	+$3.91M	5	11.44%	Increased
1782	Northstar Capital Management New York	$21.6M	-$322K	7	19.68%	Reduced
1783	Park Avenue Securities New York	$21.5M	+$12.7M	9	1.18%	Increased
1784	Next Century Growth Investors Plymouth, Minnesota	$21.4M	+$2.28M	5	2.86%	Increased
1785	John G. Ullman & Associates Corning, New York	$21.4M	+$645K	5	3.88%	Increased
1786	W.H. Reaves & Co Jersey City, New Jersey	$21.4M	+$12.9M	2	0.7%	Increased
1787	Radnor Capital Management Wayne, Pennsylvania	$21.4M	-$58.4K	6	6.99%	Reduced
1788	Impala Asset Management Palm Beach, Florida	$21.3M	+$10.5M	1	1.11%	Increased
1789	Altavista Wealth Management Asheville, North Carolina	$21.3M	+$337K	7	7.54%	Increased
1790	Hilton Capital Management Garden City, New York	$21.2M	+$585K	7	2.87%	Increased
1791	Waldron Private Wealth Bridgeville, Pennsylvania	$21.2M	+$1.87M	7	2.39%	Increased
1792	LCH Lee Capital Holdings New York	$21.2M	$0	5	23.58%	Maintained
1793	Anchor Investment Management Columbia, South Carolina	$21.2M	+$1.89M	10	5.29%	Increased
1794	TCM Tradition Capital Management Summit, New Jersey	$21.2M	+$5.43M	8	5.75%	Increased
1795	Penobscot Investment Management Boston, Massachusetts	$21.2M	+$537K	7	4.48%	Increased
1796	TCI Wealth Advisors Tucson, Arizona	$21.1M	-$536K	17	9.3%	Reduced
1797	General Equity Holdings Brooklyn, New York	$21.1M	-$9.6M	1	16.86%	Reduced
1798	Oakview Capital Management Dallas, Texas	$21.1M	-$169K	1	6.68%	Reduced
1799	Alight Capital Management New York	$21.1M	+$9.9M	5	12.38%	Increased
1800	Duncker Streett & Co St. Louis, Missouri	$21M	+$582K	9	4.85%	Increased