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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	Texas Yale Capital Corp St. Petersburg, Florida	$41.5M	+$577K	7	2.37%	Increased
1877	Stokes Family Office New Orleans, Louisiana	$41.5M	+$1.18M	7	5.87%	Increased
1878	Wasatch Advisors Salt Lake City, Utah	$41.4M	+$1.21M	1	0.17%	Increased
1879	Roberts, Glore & Co Deerfield, Illinois	$41.4M	+$233K	7	12.37%	Increased
1880	NKCFO LLC Geneva, Illinois	$41.3M	+$213K	4	13.88%	Increased
1881	IIA IPG Investment Advisors San Diego, California	$41.3M	-$9.05M	6	12.08%	Reduced
1882	Circle Wealth Management Summit, New Jersey	$41.3M	+$2.3M	8	5.93%	Increased
1883	Princeton Portfolio Strategies Group Princeton, New Jersey	$41.2M	-$240K	6	7.98%	Reduced
1884	Carrhae Capital London, United Kingdom	$41.2M	-$17M	2	9.08%	Reduced
1885	Zuckerman Investment Group Chicago, Illinois	$41.2M	+$6.47M	5	6.5%	Increased
1886	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$41.2M	-$425K	3	11.55%	Reduced
1887	Verdence Capital Advisors Hunt Valley, Maryland	$41.1M	+$7.89M	10	5.7%	Increased
1888	Pensioenfonds Rail & OV Utrecht, Netherlands	$41.1M	+$38.6M	1	0.9%	New
1889	Penobscot Investment Management Boston, Massachusetts	$41.1M	-$176K	7	6.09%	Reduced
1890	Wilsey Asset Management San Diego, California	$41M	-$6.86K	1	10.92%	Reduced
1891	Arjuna Capital Durham, North Carolina	$41M	+$695K	5	17.71%	Increased
1892	Realta Investment Advisors Wilmington, Delaware	$41M	-$1.17M	8	9.72%	Reduced
1893	Whitener Capital Management Rocky Mount, North Carolina	$40.9M	-$883K	8	16.29%	Reduced
1894	3G Capital Partners New York	$40.9M	+$11.6M	3	10.57%	Increased
1895	United Bank (Virginia) Vienna, Virginia	$40.9M	-$1.62M	6	5.5%	Reduced
1896	MCI McDonald Capital Investors Orinda, California	$40.9M	-$656K	1	3.07%	Reduced
1897	Farmers & Merchants Trust Company Long Beach, California	$40.9M	+$2.38M	7	11.11%	Increased
1898	Prelude Capital Management New York	$40.8M	+$2.14M	16	1.21%	Increased
1899	Bedell Frazier Investment Counselling Walnut Creek, California	$40.8M	+$815K	5	10.34%	Increased
1900	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$40.8M	$0	1	1.31%	Maintained