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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
2026	VCAM Valentine Capital Asset Management Danville, California	$2.2M	+$406K	3	0.57%	Increased
2027	HHGA Halbert Hargrove Global Advisors Long Beach, California	$2.19M	-$454K	4	0.73%	Reduced
2028	RBF Capital San Francisco, California	$2.19M	+$1.43M	1	0.58%	Increased
2029	CCM Courage Capital Management Nashville, Tennessee	$2.18M	$0	1	0.99%	Maintained
2030	IC IKOS CIF Limassol, Cyprus	$2.16M	+$43.2K	4	2.63%	Increased
2031	OCG Opus Capital Group Cincinnati, Ohio	$2.14M	+$36.8K	1	0.12%	Increased
2032	SAM SignalPoint Asset Management Springfield, Missouri	$2.13M	+$12.1M	4	1.35%	New
2033	BCM Breithorn Capital Management New York	$2.11M	+$17.3K	1	1.23%	Increased
2034	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2.11M	-$24.4K	3	0.99%	Reduced
2035	ACM Avalon Capital Management Port Of Redwood City, California	$2.08M	-$407K	2	2.05%	Reduced
2036	SCM Silver Capital Management New York	$2.08M	+$76.3K	1	1.78%	Increased
2037	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$2.06M	+$5.07K	5	1.86%	Increased
2038	HC Hawkins Capital Houston, Texas	$2.06M	$0	1	0.27%	Maintained
2039	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2.04M	+$98.2K	7	1.65%	Increased
2040	JAMONY Jacob Asset Management of New York Hermosa Beach, California	$2.03M	+$463K	2	2.51%	Increased
2041	SAM Summit Asset Management Memphis, Tennessee	$2.02M	-$10.4K	2	1.79%	Reduced
2042	CCM Corsair Capital Management New York	$2.01M	-$17.7K	1	0.26%	Reduced
2043	BCM Boyle Capital Management West Des Moines, Iowa	$2M	+$43K	1	1.88%	Increased
2044	KIG Kessler Investment Group Columbus, Indiana	$2M	+$17.9K	4	5.46%	Increased
2045	PWM ParenteBeard Wealth Management York, Pennsylvania	$1.97M	-$24.5K	3	0.96%	Reduced
2046	SWM Segment Wealth Management Houston, Texas	$1.97M	+$62.5K	1	1.07%	Increased
2047	YMRC Yorktown Management & Research Company Forest, Virginia	$1.95M	+$794K	6	0.42%	Increased
2048	TC TradeLink Capital Chicago, Illinois	$1.94M	-$8.61M	6	4.46%	Reduced
2049	CPO Cerity Partners OCIO New York	$1.93M	+$67.7K	3	0.36%	Increased
2050	NCA NCM Capital Advisers Durham, North Carolina	$1.93M	-$1.56M	2	2.14%	Reduced