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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	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$4.27M	-$105K	4	4.17%	Reduced
2027	MC Menta Capital San Francisco, California	$4.27M	+$1.11M	4	0.7%	Increased
2028	MBT Monroe Bank & Trust Monroe, Michigan	$4.27M	-$502K	4	1.56%	Reduced
2029	CAM Castlerock Asset Management New York	$4.21M	+$1.95M	2	35.51%	Increased
2030	SR Sloane Robinson London, United Kingdom	$4.21M	-$5.97M	1	6.02%	Reduced
2031	Alpha Capital Management Austin, Texas	$4.2M	+$40.2K	2	3.3%	Increased
2032	IAM ICM Asset Management Spokane, Washington	$4.2M	-$784K	2	4.54%	Reduced
2033	1GA 1st Global Advisors Dallas, Texas	$4.15M	-$170K	6	0.65%	Reduced
2034	Constellation Wealth Advisors New York	$4.14M	+$552K	3	0.38%	Increased
2035	Wilkins Investment Counsel Boston, Massachusetts	$4.13M	-$49.2K	2	1.48%	Reduced
2036	Naples Global Advisors Naples, Florida	$4.13M	+$607K	3	2.43%	Increased
2037	TF Trutina Financial Bellevue, Washington	$4.13M	-$335K	1	3.09%	Reduced
2038	MC Miles Capital West Des Moines, Iowa	$4.12M	-$959K	2	2.19%	Reduced
2039	Garde Capital Seattle, Washington	$4.12M	-$214K	4	1.61%	Reduced
2040	CCS Crosspoint Capital Strategies Orinda, California	$4.12M	+$1M	6	3.05%	Increased
2041	St. Denis J. Villere & Co New Orleans, Louisiana	$4.12M	$0	2	0.18%	Maintained
2042	Nicholas Investment Partners Rancho Santa Fe, California	$4.12M	+$3.87M	2	0.26%	New
2043	SPM Symmetry Peak Management Radnor, Pennsylvania	$4.1M	-$11M	3	0.52%	Reduced
2044	VIA Vantage Investment Advisors State College, Pennsylvania	$4.09M	+$143K	8	2.48%	Increased
2045	Punch & Associates Investment Management Edina, Minnesota	$4.08M	-$9.6K	1	0.57%	Reduced
2046	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$4.07M	+$151K	2	2.06%	Increased
2047	Comerica Securities Detroit, Michigan	$4.05M	+$2.86M	6	1.36%	Increased
2048	One Capital Management Westlake Village, California	$4.05M	-$89K	6	1.45%	Reduced
2049	CP Camelot Portfolios Maumee, Ohio	$4.04M	+$221K	4	2.35%	Increased
2050	ACI Advance Capital I Southfield, Michigan	$4.03M	$0	3	1.97%	Maintained