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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	FPF FNY Partners Fund New York	$9.08M	+$7.15M	10	1.04%	Increased
2027	Ninety One Cape Town, South Africa	$9.02M	+$4.01M	7	5.88%	Increased
2028	Transform Wealth Greenwood Village, Colorado	$9.02M	-$574K	5	3.38%	Reduced
2029	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$9.02M	+$160K	5	4.19%	Increased
2030	CRB Chad R. Baker	$9.02M	+$156K	2	3.67%	Increased
2031	Two Sigma Securities New York	$8.98M	+$5.26M	7	1.76%	Increased
2032	Waratah Capital Advisors Toronto, Ontario, Canada	$8.97M	+$193K	1	1.19%	Increased
2033	HCA Harbour Capital Advisors Tysons Corner, Virginia	$8.97M	+$2.11M	13	4.09%	Increased
2034	SCM Stonerise Capital Management San Francisco, California	$8.96M	$0	1	20.65%	Maintained
2035	ACM Archon Capital Management Seattle, Washington	$8.94M	+$2.27M	3	12.73%	Increased
2036	River Wealth Advisors Camp Hill, Pennsylvania	$8.91M	+$341K	7	4.32%	Increased
2037	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$8.9M	+$324K	5	5.68%	Increased
2038	Addison Capital Conshohocken, Pennsylvania	$8.9M	-$768K	5	7.14%	Reduced
2039	BCCM Bridge Creek Capital Management West Barnstable, Massachusetts	$8.88M	-$176K	5	4.96%	Reduced
2040	Aviance Capital Partners Naples, Florida	$8.84M	-$5.65M	6	3.23%	Reduced
2041	TIA Tiemann Investment Advisors Menlo Park, California	$8.83M	-$98.2K	7	8.18%	Reduced
2042	CCM Courage Capital Management Nashville, Tennessee	$8.81M	+$2.08M	1	7.25%	Increased
2043	CCM Consolidated Capital Management Burbank, California	$8.8M	-$801K	4	13.66%	Reduced
2044	PCM Palouse Capital Management Spokane, Washington	$8.78M	-$197K	2	3.33%	Reduced
2045	Heartland Advisors Milwaukee, Wisconsin	$8.77M	+$184K	1	0.53%	Increased
2046	AF AMG Funds Stamford, Connecticut	$8.74M	-$122K	4	4.71%	Reduced
2047	CA Corrado Advisors Ramsey, New Jersey	$8.71M	+$372K	3	5.01%	Increased
2048	BancorpSouth Tupelo, Mississippi	$8.7M	+$174K	5	0.91%	Increased
2049	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$8.7M	+$221K	6	3.85%	Increased
2050	BRC Bishop Rock Capital New York	$8.68M	+$255K	1	4.1%	Increased