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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	PFM PacWest Financial Management Phoenix, Arizona	$6.71M	-$425K	4	4.19%	Reduced
2027	BancorpSouth Tupelo, Mississippi	$6.71M	+$280K	5	0.75%	Increased
2028	LIM Loudon Investment Management West Lebanon, New Hampshire	$6.7M	-$858K	2	5.34%	Reduced
2029	PA Pastel & Associes Paris, France	$6.68M	+$6.59M	1	9.33%	New
2030	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$6.66M	-$47.7K	4	3.55%	Reduced
2031	Gradient Investments Arden Hills, Minnesota	$6.66M	+$850K	11	0.72%	Increased
2032	North Star Investment Management Chicago, Illinois	$6.66M	+$469K	9	1.23%	Increased
2033	FIM FourPoints Investment Managers Paris, France	$6.65M	-$581K	6	4.65%	Reduced
2034	WA Westport Advisers Westport, Connecticut	$6.64M	$0	1	1.22%	Maintained
2035	IMA Advisory Services Denver, Colorado	$6.64M	+$200K	5	4.17%	Increased
2036	IAM Impala Asset Management Palm Beach, Florida	$6.64M	-$14.2M	1	0.48%	Reduced
2037	American Money Management Rancho Santa Fe, California	$6.61M	-$140K	3	5.47%	Reduced
2038	HBK Sorce Advisory Erie, Pennsylvania	$6.59M	+$304K	5	1.41%	Increased
2039	LCM Leisure Capital Management Costa Mesa, California	$6.59M	+$239K	6	6.47%	Increased
2040	Davidson Kempner Capital Management New York	$6.58M	+$6.63M	1	0.15%	New
2041	Legacy Private Trust Neenah, Wisconsin	$6.57M	-$1.25M	4	0.96%	Reduced
2042	American Capital Management New York	$6.57M	-$1.91M	2	0.54%	Reduced
2043	SPM Symmetry Peak Management Radnor, Pennsylvania	$6.56M	-$11.3M	4	1.1%	Reduced
2044	Wealth Architects Mountain View, California	$6.54M	-$465K	9	3.17%	Reduced
2045	BAM Brave Asset Management Summit, New Jersey	$6.53M	+$2.16M	7	4.37%	Increased
2046	Palisade Capital Management Fort Lee, New Jersey	$6.53M	+$1.11M	6	0.24%	Increased
2047	Aspiriant LLC Los Angeles, California	$6.52M	+$3.38M	5	0.62%	Increased
2048	GA GFS Advisors Houston, Texas	$6.52M	-$3.14M	4	1.58%	Reduced
2049	Fukoku Mutual Life Insurance Tokyo, Japan	$6.52M	-$690K	9	1.28%	Reduced
2050	CMT Capital Markets Trading Frankfurt, Germany	$6.51M	+$2.07M	3	0.89%	Increased