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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	IC Investment Counsel Petoskey, Michigan	$6.56M	+$33.6K	4	6.12%	Increased
2027	WA1 Wimmer Associates 1 Pasadena, California	$6.53M	+$1.03M	6	5.99%	Increased
2028	RIA RPG Investment Advisory Pleasanton, California	$6.52M	-$875K	4	2.52%	Reduced
2029	North Star Investment Management Chicago, Illinois	$6.52M	+$843K	8	1.25%	Increased
2030	LBC Lawrence B. Cohen	$6.52M	-$302K	4	4.26%	Reduced
2031	AO Allen Operations New York	$6.51M	$0	2	7.36%	Maintained
2032	AA Antipodean Advisors New York	$6.48M	-$91.1M	1	2.94%	Reduced
2033	LVW Advisors Pittsford, New York	$6.47M	-$302K	7	2.07%	Reduced
2034	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$6.47M	-$931K	5	2.38%	Reduced
2035	MCM Mork Capital Management Healdsburg, California	$6.45M	+$23.6M	5	6.29%	Increased
2036	Group One Trading Chicago, Illinois	$6.44M	+$1.29M	4	0.09%	Increased
2037	Garde Capital Seattle, Washington	$6.43M	+$1.4M	5	2.13%	Increased
2038	LI Longer Investments Fayetteville, Arkansas	$6.42M	+$4.5M	3	5.32%	Increased
2039	Herald Investment Management London, United Kingdom	$6.4M	-$1.23M	5	2.72%	Reduced
2040	FCM Forester Capital Management Lake Forest, Illinois	$6.4M	-$1.21M	2	5.97%	Reduced
2041	IMA Advisory Services Denver, Colorado	$6.39M	+$693K	4	3.71%	Increased
2042	ACM Ativo Capital Management Chicago, Illinois	$6.37M	+$1.38M	3	1.73%	Increased
2043	CYG Clean Yield Group Norwich, Vermont	$6.36M	+$49.3K	6	2.83%	Increased
2044	MHIM MacNealy Hoover Investment Management Canton, Ohio	$6.35M	+$49.2K	4	5.16%	Increased
2045	Portland Global Advisors Portland, Maine	$6.35M	+$126K	5	3.04%	Increased
2046	RCA Rex Capital Advisors Providence, Rhode Island	$6.35M	-$809K	2	6.55%	Reduced
2047	Foundation Resource Management Little Rock, Arkansas	$6.35M	-$48.9K	2	1.3%	Reduced
2048	BIA Barry Investment Advisors New Bedford, Massachusetts	$6.34M	+$216K	2	2.02%	Increased
2049	AP Archon Partners Princeton Junction, New Jersey	$6.34M	+$1.56M	1	1.75%	Increased
2050	WA WFG Advisors Dallas, Texas	$6.34M	-$738K	13	1.83%	Reduced