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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
1926	Institute for Wealth Management Denver, Colorado	$34.5M	+$127K	8	6.57%	Increased
1927	Financial Avengers Oakland, California	$34.5M	+$419K	6	25.86%	Increased
1928	IP Isomer Partners New York	$34.5M	-$43.2M	1	8.63%	Reduced
1929	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$34.5M	$0	1	1.2%	Maintained
1930	Weik Capital Management Wyomissing, Pennsylvania	$34.4M	+$1.65M	4	14.58%	Increased
1931	West Branch Capital Amherst, Massachusetts	$34.4M	-$566K	5	20.12%	Reduced
1932	TFS Thoroughbred Financial Services Brentwood, Tennessee	$34.3M	+$2.13M	6	9.53%	Increased
1933	Essex Investment Management Boston, Massachusetts	$34.3M	-$4.89M	6	4.18%	Reduced
1934	Cubic Asset Management Boston, Massachusetts	$34.2M	+$1.22M	6	9.04%	Increased
1935	Arrow Capital Management New York	$34.2M	-$12.9M	3	23.4%	Reduced
1936	Bruderman Asset Management Locust Valley, New York	$34.1M	+$1.57M	7	9.48%	Increased
1937	Van Hulzen Asset Management El Dorado Hills, California	$34M	-$8.34M	8	5.43%	Reduced
1938	DRW Securities Chicago, Illinois	$34M	+$14.6M	6	1.35%	Increased
1939	Jump Financial Chicago, Illinois	$34M	+$29.2M	13	3.17%	Increased
1940	Wittenberg Investment Management Carlisle, Massachusetts	$33.9M	-$2.16M	3	15.57%	Reduced
1941	Farmers Trust Company Youngstown, Ohio	$33.9M	-$1.43M	6	7.81%	Reduced
1942	Nightview Capital Austin, Texas	$33.9M	-$12M	1	9.03%	Reduced
1943	PT Plimoth Trust Plymouth, Massachusetts	$33.8M	+$1.04M	6	9.97%	Increased
1944	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$33.8M	-$2.54M	1	7.96%	Reduced
1945	Fort Sheridan Advisors Highland Park, Illinois	$33.7M	+$629K	8	13.39%	Increased
1946	PFS Investments Duluth, Georgia	$33.7M	+$3.73M	5	0.86%	Increased
1947	Lake Street Private Wealth Chicago, Illinois	$33.7M	-$397K	8	9.32%	Reduced
1948	Prelude Capital Management New York	$33.6M	-$208M	13	0.87%	Reduced
1949	Perennial Investment Advisors Los Angeles, California	$33.6M	+$948K	9	13.27%	Increased
1950	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$33.6M	-$351K	6	7.77%	Reduced