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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
1876	SSI Scott & Selber Inc Houston, Texas	$23.1M	-$139K	4	10.93%	Reduced
1877	Global Retirement Partners San Rafael, California	$23.1M	-$26.1K	16	3.53%	Reduced
1878	Prelude Capital Management New York	$23M	-$10M	14	0.88%	Reduced
1879	Bar Harbor Trust Services Ellsworth, Maine	$23M	+$2.57M	5	9.19%	Increased
1880	SeaBridge Investment Advisors Summit, New Jersey	$23M	-$2.43M	6	7.99%	Reduced
1881	Alpha Omega Wealth Management Richmond, Virginia	$23M	-$573K	6	3.69%	Reduced
1882	Millennium TVP Management New York	$22.9M	-$5.63M	1	30.22%	Reduced
1883	HCM Harspring Capital Management New York	$22.9M	+$22.1M	1	14.83%	New
1884	Nixon Peabody Trust Boston, Massachusetts	$22.9M	-$12K	4	11.41%	Reduced
1885	Connors Investor Services Wyomissing, Pennsylvania	$22.9M	+$862K	2	2.91%	Increased
1886	RCIM Russell Clark Investment Management London, United Kingdom	$22.9M	+$1.18M	5	17.82%	Increased
1887	Vishria Bird Financial Group Memphis, Tennessee	$22.9M	+$7.17M	6	22.21%	Increased
1888	Summit Partners Public Asset Management Boston, Massachusetts	$22.9M	-$13.6M	2	2.16%	Reduced
1889	Stansberry Asset Management Westlake, Texas	$22.8M	+$6.63M	3	9.3%	Increased
1890	Sycomore Asset Management Paris, France	$22.8M	+$9.6M	4	10.87%	Increased
1891	ECM EagleClaw Capital Management Boston, Massachusetts	$22.8M	-$75.9K	6	8.34%	Reduced
1892	Farmers Trust Company Youngstown, Ohio	$22.8M	-$720K	6	6.05%	Reduced
1893	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$22.7M	-$145K	3	9.13%	Reduced
1894	Cheviot Value Management Beverly Hills, California	$22.7M	-$306K	3	8.76%	Reduced
1895	First Nebraska Trust Lincoln, Nebraska	$22.7M	-$14.3K	7	3.69%	Reduced
1896	Seeyond Paris, France	$22.7M	-$587K	14	2.38%	Reduced
1897	Weik Capital Management Wyomissing, Pennsylvania	$22.7M	-$43K	4	10.26%	Reduced
1898	LCH Lee Capital Holdings New York	$22.7M	-$1.76M	5	20.96%	Reduced
1899	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$22.6M	+$309K	3	7.88%	Increased
1900	Horizon Kinetics Asset Management New York	$22.6M	-$375K	6	0.64%	Reduced