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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	SCI Stableford Capital II Scottsdale, Arizona	$9.8M	+$1.17M	4	7.86%	Increased
2027	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$9.8M	+$465K	7	5.45%	Increased
2028	LaFleur & Godfrey Grand Rapids, Michigan	$9.8M	+$2.71M	2	2.58%	Increased
2029	MPA Marvin & Palmer Associates Wilmington, Delaware	$9.8M	+$1.95M	2	7.43%	Increased
2030	SCM Salem Capital Management Woburn, Massachusetts	$9.8M	-$40.8K	2	5.46%	Reduced
2031	Herald Investment Management London, United Kingdom	$9.7M	$0	6	3.34%	Maintained
2032	ACM Axel Capital Management New York	$9.7M	+$9.5M	1	4.74%	New
2033	Heartland Advisors Milwaukee, Wisconsin	$9.7M	-$160K	1	0.62%	Reduced
2034	Black Swift Group Boulder, Colorado	$9.7M	+$9.5M	4	5.27%	New
2035	LBC Lawrence B. Cohen	$9.7M	-$734K	3	6.18%	Reduced
2036	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$9.6M	+$2.06M	2	5.99%	Increased
2037	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$9.6M	-$227K	8	7.83%	Reduced
2038	CA Corrado Advisors Ramsey, New Jersey	$9.6M	+$204K	3	5.27%	Increased
2039	Telos Capital Management San Diego, California	$9.6M	-$603K	6	3.84%	Reduced
2040	IAM Integre Asset Management New York	$9.6M	+$92.8K	4	5.81%	Increased
2041	SCM SOL Capital Management Rockville, Maryland	$9.6M	-$139K	8	2.63%	Reduced
2042	First Heartland Consultants Lake St. Louis, Missouri	$9.5M	+$812K	8	2.47%	Increased
2043	Vigilant Capital Management Portland, Maine	$9.5M	+$6.3M	7	1.55%	Increased
2044	WC Whitnell & Co Oak Brook, Illinois	$9.49M	-$68.2K	6	4.2%	Reduced
2045	SignatureFD Atlanta, Georgia	$9.48M	+$710K	7	1.38%	Increased
2046	CCM Consolidated Capital Management Burbank, California	$9.45M	+$29.6K	4	14.03%	Increased
2047	Isthmus Partners Madison, Wisconsin	$9.43M	-$542K	6	2.76%	Reduced
2048	Azzad Asset Management Falls Church, Virginia	$9.42M	-$522K	4	3.38%	Reduced
2049	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$9.41M	-$161K	5	6.22%	Reduced
2050	LK Lumbard & Kellner Hollis, New Hampshire	$9.41M	-$472K	3	5.38%	Reduced