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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	BMC Benin Management Corp Wilton, Connecticut	$6.86M	-$743K	5	3.81%	Reduced
2027	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$6.85M	+$497K	4	4.75%	Increased
2028	GLI Guardian Life Insurance New York	$6.85M	-$1.35M	10	0.69%	Reduced
2029	LBC Lawrence B. Cohen	$6.83M	-$135K	4	4.64%	Reduced
2030	SGH Schonfeld Group Holdings Jericho, New York	$6.83M	-$20.1M	5	4.33%	Reduced
2031	RHFI Reilly Herbert Faulkner III	$6.82M	-$21.9K	2	5.74%	Reduced
2032	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$6.76M	+$1.3M	4	3.67%	Increased
2033	Consolidated Investment Group Englewood, Colorado	$6.74M	+$104K	2	3.02%	Increased
2034	SM Southport Management Wilson, Wyoming	$6.74M	+$3.16M	2	11.95%	Increased
2035	ICOA Investment Centers of America Bismarck, North Dakota	$6.74M	+$514K	7	0.88%	Increased
2036	NC Northpointe Capital Bloomfield Hills, Michigan	$6.74M	$0	2	0.89%	Maintained
2037	EAMA EFG Asset Management (Americas) Miami, Florida	$6.72M	+$1.58M	2	4.17%	Increased
2038	LCM Leisure Capital Management Costa Mesa, California	$6.72M	+$2.78M	6	6.12%	Increased
2039	Prospera Financial Services Dallas, Texas	$6.7M	+$1.42M	6	1.47%	Increased
2040	City Holding Co Charleston, West Virginia	$6.7M	+$182K	8	3.45%	Increased
2041	CSA Cottage Street Advisors Marion, Massachusetts	$6.69M	+$6.69M	4	5.9%	New
2042	MAA Mraz Amerine & Associates Modesto, California	$6.69M	+$120K	2	2.55%	Increased
2043	GCM Glaxis Capital Management Sarasota, Florida	$6.66M	+$6.28M	2	29.04%	New
2044	HBK Sorce Advisory Erie, Pennsylvania	$6.65M	+$210K	5	1.74%	Increased
2045	Gradient Investments Arden Hills, Minnesota	$6.64M	-$1.58M	11	0.89%	Reduced
2046	CC Coastland Capital Palo Alto, California	$6.64M	-$16.9M	2	0.24%	Reduced
2047	AO Allen Operations New York	$6.64M	+$97.5K	2	7.47%	Increased
2048	IFC Holdings Tampa, Florida	$6.63M	+$1.23M	7	0.88%	Increased
2049	CK Carnick & Kubik Colorado Springs, Colorado	$6.61M	+$242K	4	4.24%	Increased
2050	Biondo Investment Advisors Milford, Pennsylvania	$6.6M	+$66.8K	2	2.19%	Increased