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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	Aristotle Atlantic Partners Sarasota, Florida	$16.5M	+$699K	4	5%	Increased
2027	Clear Harbor Asset Management Stamford, Connecticut	$16.5M	-$428K	7	3.33%	Reduced
2028	Tidal Investments Milwaukee, Wisconsin	$16.4M	-$1.37M	7	11.05%	Reduced
2029	NME Notis-McConarty Edward	$16.4M	+$428K	5	7.92%	Increased
2030	Sumitomo Mitsui Financial Group Tokyo, Japan	$16.3M	+$1.49M	5	1.46%	Increased
2031	Perella Weinberg Partners Capital Management New York	$16.3M	+$3.23M	2	0.78%	Increased
2032	Concourse Financial Group Securities Birmingham, Alabama	$16.3M	+$784K	18	1.68%	Increased
2033	Nicholas Investment Partners Rancho Santa Fe, California	$16.3M	-$2.34M	4	1.45%	Reduced
2034	Bowie Capital Management Richardson, Texas	$16.2M	+$4.95M	2	4.81%	Increased
2035	Cabot Wealth Management Salem, Massachusetts	$16.2M	+$1.94M	6	3.57%	Increased
2036	Perkins Coie Trust Company Seattle, Washington	$16.2M	+$54.2K	9	7.54%	Increased
2037	WealthPLAN Partners Omaha, Nebraska	$16.2M	+$284K	6	2.53%	Increased
2038	Davis Rea Toronto, Ontario, Canada	$16.2M	-$4.72M	3	9.51%	Reduced
2039	Buckhead Capital Management Atlanta, Georgia	$16.2M	-$2.42M	3	5.04%	Reduced
2040	Emerson Point Capital Larchmont, New York	$16.1M	-$813K	3	4.56%	Reduced
2041	NG Northstar Group New York	$16.1M	+$1.05M	7	7.19%	Increased
2042	One Capital Management Westlake Village, California	$16.1M	+$61K	7	2.87%	Increased
2043	Connors Investor Services Wyomissing, Pennsylvania	$16.1M	+$97K	2	2.19%	Increased
2044	NVWM LLC Yardley, Pennsylvania	$16.1M	+$231K	6	10.66%	Increased
2045	Seven Eight Capital New York	$16.1M	-$33.8M	5	0.85%	Reduced
2046	Aviance Capital Partners Naples, Florida	$16.1M	-$812K	7	4.61%	Reduced
2047	Roberts, Glore & Co Deerfield, Illinois	$16.1M	+$83.6K	7	10.07%	Increased
2048	Garde Capital Seattle, Washington	$16M	-$2.53M	7	2.76%	Reduced
2049	New England Asset Management Farmington, Connecticut	$16M	+$1.1M	5	0.31%	Increased
2050	QV Investors Calgary, Alberta, Canada	$15.9M	-$3.83M	1	0.45%	Reduced