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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	Punch & Associates Investment Management Edina, Minnesota	$3.61M	-$33.1K	1	0.49%	Reduced
2027	Mitchell Capital Management Leawood, Kansas	$3.61M	+$3.59M	1	1.23%	New
2028	OIM Orca Investment Management Roseburg, Oregon	$3.61M	-$20.6K	3	3%	Reduced
2029	PVWM Point View Wealth Management Summit, New Jersey	$3.61M	+$63.5K	3	3.28%	Increased
2030	Vantage Investment Partners Kansas City, Missouri	$3.6M	-$320K	2	1.15%	Reduced
2031	TSS Thomas Story & Son Culver, Indiana	$3.6M	-$788K	2	1.96%	Reduced
2032	MS Marshall & Sullivan Seattle, Washington	$3.59M	-$48.5K	3	6.47%	Reduced
2033	PTCG Pring Turner Capital Group Alamo, California	$3.59M	-$405K	1	3.36%	Reduced
2034	CAM Castlerock Asset Management New York	$3.58M	-$2.47M	2	10.4%	Reduced
2035	Deltec Asset Management New York	$3.58M	$0	2	0.79%	Maintained
2036	BAM Brave Asset Management Summit, New Jersey	$3.58M	+$35.8K	6	2.84%	Increased
2037	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$3.57M	+$3.41M	4	2.92%	New
2038	BCM Boyle Capital Management West Des Moines, Iowa	$3.56M	-$132K	2	2.94%	Reduced
2039	BCA Benchmark Capital Advisors New York	$3.56M	+$370K	2	2.48%	Increased
2040	F Filament Seattle, Washington	$3.56M	-$10.6K	2	1.66%	Reduced
2041	First Hawaiian Bank Honolulu, Hawaii	$3.56M	-$42.4K	6	0.62%	Reduced
2042	United Asset Strategies Garden City, New York	$3.55M	+$2.22M	4	2.01%	Increased
2043	BMM Buffington Mohr McNeal Boise, Idaho	$3.54M	+$19.5K	2	2.12%	Increased
2044	Advisory Services Network Atlanta, Georgia	$3.52M	+$609K	4	1.82%	Increased
2045	SSI Investment Management Los Angeles, California	$3.52M	-$7.81M	5	0.36%	Reduced
2046	EAM Eclectica Asset Management London, United Kingdom	$3.52M	+$3.69M	1	2.73%	New
2047	TIC Trees Investment Counsel Chicago, Illinois	$3.51M	-$77.3K	2	2.81%	Reduced
2048	SVA Wealth Management Madison, Wisconsin	$3.51M	+$588K	4	1.66%	Increased
2049	LC Lakeshore Capital Birmingham, Alabama	$3.5M	-$554K	1	3.54%	Reduced
2050	MMCM Marque Millennium Capital Management New York	$3.5M	$0	2	1.47%	Maintained