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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
1801	Connors Investor Services Wyomissing, Pennsylvania	$17.4M	+$489K	2	2.56%	Increased
1802	MA Mutual Advisors Omaha, Nebraska	$17.4M	+$7.78M	9	4.41%	Increased
1803	AAM Autus Asset Management Scottsdale, Arizona	$17.4M	-$470K	6	3.14%	Reduced
1804	Fiduciary Trust International Lincoln, Massachusetts	$17.4M	-$63.4K	4	4.33%	Reduced
1805	GECH Garnet Equity Capital Holdings New York	$17.4M	+$4.29M	1	14.28%	Increased
1806	Perella Weinberg Partners Capital Management New York	$17.4M	+$13.5M	2	0.78%	Increased
1807	GA GFS Advisors Houston, Texas	$17.4M	+$2.57M	6	3.59%	Increased
1808	Texas Yale Capital Corp St. Petersburg, Florida	$17.3M	+$144K	6	1.49%	Increased
1809	Beech Hill Advisors New York	$17.3M	-$4.17M	4	9.12%	Reduced
1810	WESPAC Advisors SoCal Pasadena, California	$17.3M	+$108K	9	10.03%	Increased
1811	Arjuna Capital Durham, North Carolina	$17.3M	+$1.4M	4	14.6%	Increased
1812	CIBC Bank USA Chicago, Illinois	$17.3M	-$453K	6	2.36%	Reduced
1813	Choreo LLC Rockford, Illinois	$17.3M	+$564K	7	2.06%	Increased
1814	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$17.3M	+$1.01M	6	7.53%	Increased
1815	Joel Isaacson & Co New York	$17.2M	+$902K	8	3%	Increased
1816	Evanston Advisors Schaumburg, Illinois	$17.2M	+$6.02M	3	4%	Increased
1817	DDD Partners Bellevue, Washington	$17.2M	+$1.24M	4	6.92%	Increased
1818	Harvest Capital Strategies San Francisco, California	$17.2M	+$14.3M	1	2.69%	New
1819	Boardman Bay Capital Management New York	$17.1M	+$14.2M	8	14.5%	Increased
1820	KCP KDI Capital Partners Raleigh, North Carolina	$17.1M	+$4.58M	4	5.58%	Increased
1821	Weik Capital Management Wyomissing, Pennsylvania	$17.1M	-$149K	4	8.21%	Reduced
1822	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$17M	+$71.6K	6	6.36%	Increased
1823	Game Creek Capital Boston, Massachusetts	$17M	+$10.2M	4	7.45%	Increased
1824	Bingham Osborn & Scarborough San Francisco, California	$17M	+$1.39M	6	1.61%	Increased
1825	Vicus Capital State College, Pennsylvania	$17M	+$506K	8	2.94%	Increased