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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	BO Bank OZK Little Rock, Arkansas	$4.44M	-$167K	3	1.53%	Reduced
2027	BS Bessemer Securities New York	$4.42M	+$1.12M	1	1.52%	Increased
2028	BA Bennicas & Associates Portola Valley, California	$4.41M	-$65.4K	3	3.52%	Reduced
2029	Anson Funds Management Dallas, Texas	$4.4M	+$4.45M	1	5.2%	New
2030	M Holdings Securities Portland, Oregon	$4.4M	-$27.5K	4	2.86%	Reduced
2031	DM Diker Management New York	$4.38M	+$229K	2	0.86%	Increased
2032	GCMG Gyroscope Capital Management Group Naples, Florida	$4.37M	+$4.44M	3	3.59%	New
2033	KT Kanaly Trust Houston, Texas	$4.35M	+$902K	6	0.87%	Increased
2034	Squarepoint New York	$4.35M	+$4.4M	5	4.21%	New
2035	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$4.34M	-$273K	2	2.56%	Reduced
2036	First Heartland Consultants Lake St. Louis, Missouri	$4.33M	+$397K	5	1.79%	Increased
2037	IberiaBank Lafayette, Louisiana	$4.32M	-$256K	3	2.36%	Reduced
2038	Sky Investment Group Hartford, Connecticut	$4.31M	-$1.38M	2	2.25%	Reduced
2039	HIS Horizon Investment Services Hammond, Indiana	$4.3M	+$16.1K	1	2.03%	Increased
2040	MS Marshall & Sullivan Seattle, Washington	$4.27M	-$92.5K	4	5.3%	Reduced
2041	GMA Goldstein Munger & Associates San Ramon, California	$4.26M	+$257K	3	1.8%	Increased
2042	One Capital Management Westlake Village, California	$4.25M	+$231K	4	1.59%	Increased
2043	Formidable Asset Management Cincinnati, Ohio	$4.24M	-$29.4K	6	2.89%	Reduced
2044	LAIC Lederer & Associates Investment Counsel Long Beach, California	$4.23M	+$4.26M	3	4.2%	New
2045	Hodges Capital Management Dallas, Texas	$4.22M	-$49.4K	2	0.17%	Reduced
2046	Condor Capital Management Martinsville, New Jersey	$4.2M	-$1.9M	4	1.14%	Reduced
2047	Novare Capital Management Charlotte, North Carolina	$4.2M	-$137K	4	1.04%	Reduced
2048	SAM Solaris Asset Management New York	$4.19M	-$18.9K	4	2.71%	Reduced
2049	AMIM Aull & Monroe Investment Management Mobile, Alabama	$4.16M	-$251K	2	2.26%	Reduced
2050	Pinnacle Advisory Group Columbia, Maryland	$4.14M	-$178K	3	0.37%	Reduced