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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
1901	Sandbox Financial Partners Bethesda, Maryland	$42M	+$11.5M	8	24%	Increased
1902	DCP Darsana Capital Partners New York	$41.9M	+$40.8M	1	2.13%	New
1903	Sound View Wealth Advisors Group Savannah, Georgia	$41.8M	+$1.06M	6	7.95%	Increased
1904	Whalerock Point Partners Providence, Rhode Island	$41.8M	+$1.52M	5	14.81%	Increased
1905	Patient Capital Management Baltimore, Maryland	$41.8M	+$8.57M	4	14.16%	Increased
1906	Cypress Asset Management Houston, Texas	$41.7M	-$6.48M	5	12.24%	Reduced
1907	Saber Capital Management Fuquay Varina, North Carolina	$41.7M	+$6.53M	4	38.39%	Increased
1908	MKC M. Kraus & Co Shelburne, Vermont	$41.7M	-$1.32M	5	14.04%	Reduced
1909	First Fiduciary Investment Counsel Cleveland, Ohio	$41.7M	-$2.34M	4	8.13%	Reduced
1910	Weik Capital Management Wyomissing, Pennsylvania	$41.7M	+$326K	4	16.44%	Increased
1911	AlphaStar Capital Management Cornelius, North Carolina	$41.6M	+$1.08M	9	3.36%	Increased
1912	NG Northstar Group New York	$41.6M	+$1.13M	6	9.99%	Increased
1913	Solidarity Wealth Lehi, Utah	$41.5M	+$42.7M	6	23.26%	New
1914	Annex Advisory Services Brookfield, Wisconsin	$41.4M	+$7.51M	7	3.03%	Increased
1915	RFMS RWQ Financial Management Services Naples, Florida	$41.4M	+$28.2M	3	33.89%	Increased
1916	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$41.3M	+$537K	5	6.12%	Increased
1917	Engineers Gate Manager New York	$41.3M	-$17.2M	21	1.62%	Reduced
1918	Wittenberg Investment Management Carlisle, Massachusetts	$41.3M	-$2.7M	3	15.56%	Reduced
1919	Intersect Capital San Ramon, California	$41.1M	-$1.9M	9	7.9%	Reduced
1920	Paragon Capital Management (Colorado) Denver, Colorado	$41.1M	+$4.92M	5	7.68%	Increased
1921	AXS Investments Port Chester, New York	$40.9M	-$10.8M	7	16.31%	Reduced
1922	West Branch Capital Amherst, Massachusetts	$40.9M	-$2.41M	15	19.54%	Reduced
1923	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$40.9M	+$1.41M	5	2.97%	Increased
1924	PT Plimoth Trust Plymouth, Massachusetts	$40.9M	-$27.9K	6	10.85%	Reduced
1925	Managed Asset Portfolios Rochester, Michigan	$40.8M	-$1.62M	1	5.59%	Reduced