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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	Transamerica Financial Advisors St. Petersburg, Florida	$4.47M	-$295K	8	0.31%	Reduced
2027	First Heartland Consultants Lake St. Louis, Missouri	$4.47M	+$692K	6	1.7%	Increased
2028	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.46M	-$24M	2	0.47%	Reduced
2029	AIA Affinity Investment Advisors Newport Beach, California	$4.46M	-$21.2M	1	0.32%	Reduced
2030	MCM Matarin Capital Management New York	$4.45M	+$2.2M	3	1.35%	Increased
2031	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$4.44M	+$4.3M	1	3.01%	New
2032	Baldwin Investment Management West Conshohocken, Pennsylvania	$4.39M	+$136K	5	1.74%	Increased
2033	IC Intersect Capital San Ramon, California	$4.39M	+$1.12M	7	3.38%	Increased
2034	SPC Standard Pacific Capital San Francisco, California	$4.39M	-$3.43M	1	3.56%	Reduced
2035	BS Bessemer Securities New York	$4.39M	+$152K	1	1.5%	Increased
2036	PRHC P.R. Herzig & Co Roslyn Heights, New York	$4.37M	-$876K	3	7.49%	Reduced
2037	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$4.37M	+$655K	2	1.99%	Increased
2038	WA Wheatland Advisors Lancaster, Pennsylvania	$4.37M	-$10.8K	3	4.35%	Reduced
2039	Stockman Wealth Management Billings, Montana	$4.36M	+$43.5K	2	3.72%	Increased
2040	BCM Brightfield Capital Management New York	$4.35M	+$1.43M	2	4.71%	Increased
2041	Parkside Financial Bank & Trust Saint Louis, Missouri	$4.35M	+$477K	5	2.33%	Increased
2042	Condor Capital Management Martinsville, New Jersey	$4.33M	-$9.26K	3	1.03%	Reduced
2043	TIA Trust Investment Advisors Indianapolis, Indiana	$4.32M	+$137K	2	4.29%	Increased
2044	RAM Redmond Asset Management Henrico, Virginia	$4.32M	-$456K	4	2.18%	Reduced
2045	WP WealthPLAN Partners Omaha, Nebraska	$4.3M	+$4.25M	7	2%	New
2046	BCM Beck Capital Management Austin, Texas	$4.29M	-$2.82M	4	2.45%	Reduced
2047	Zions Bancorporation Salt Lake City, Utah	$4.28M	+$4.41M	9	0.73%	New
2048	PH Pinnacle Holdings Tulsa, Oklahoma	$4.27M	-$52.8K	3	1.55%	Reduced
2049	BL BCWM LLC Overland Park, Kansas	$4.27M	+$147K	2	1.98%	Increased
2050	Formidable Asset Management Cincinnati, Ohio	$4.26M	-$34.7K	6	2.81%	Reduced