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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	MA Marshwinds Advisory St Simons Island, Georgia	$14.1M	-$884K	3	7.56%	Reduced
2027	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$14.1M	-$562K	6	3.2%	Reduced
2028	Precept Management Dallas, Texas	$14.1M	-$11.8M	2	5.51%	Reduced
2029	Aviance Capital Partners Naples, Florida	$14.1M	-$32.5M	7	4.96%	Reduced
2030	Trustmark National Bank Trust Department Jackson, Mississippi	$14.1M	-$5.07M	9	1.6%	Reduced
2031	Pacer Advisors Malvern, Pennsylvania	$14M	-$241M	9	0.49%	Reduced
2032	Emerald Advisers Leola, Pennsylvania	$14M	-$7.94M	5	0.69%	Reduced
2033	MA Menlo Advisors Menlo Park, California	$14M	-$231K	3	10.86%	Reduced
2034	NTV Asset Management Charleston, West Virginia	$14M	-$359K	7	4.53%	Reduced
2035	Westchester Capital Management (New York) Valhalla, New York	$13.9M	+$3.47M	1	0.61%	Increased
2036	Camden National Bank Camden, Maine	$13.9M	-$5.02M	4	3.83%	Reduced
2037	K.J. Harrison & Partners Toronto, Ontario, Canada	$13.9M	-$8.9M	4	8.47%	Reduced
2038	NME Notis-McConarty Edward	$13.9M	+$1.7M	5	7.63%	Increased
2039	Bright Rock Capital Management Hanover, Massachusetts	$13.8M	+$6.44M	2	5.21%	Increased
2040	Ninety One Cape Town, South Africa	$13.8M	-$94.8M	6	8.12%	Reduced
2041	Welch Capital Partners Harrison, New York	$13.8M	+$1.32M	3	5.27%	Increased
2042	Wellington Shields & Co New York	$13.8M	+$638K	7	7.89%	Increased
2043	Optima Fund Management New York	$13.8M	+$14.5M	5	22.31%	New
2044	Connors Investor Services Wyomissing, Pennsylvania	$13.8M	+$3.19M	1	2.15%	Increased
2045	Abacus Planning Group Columbia, South Carolina	$13.8M	+$2.81M	6	10.43%	Increased
2046	Perkins Coie Trust Company Seattle, Washington	$13.7M	-$626K	9	7.19%	Reduced
2047	MYCIO Wealth Partners Philadelphia, Pennsylvania	$13.7M	-$2.32M	6	1.28%	Reduced
2048	SC Serenity Capital Palo Alto, California	$13.7M	+$14.8M	1	5.29%	New
2049	Roberts, Glore & Co Deerfield, Illinois	$13.7M	-$688K	6	9.66%	Reduced
2050	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$13.7M	-$195K	3	5.04%	Reduced