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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	SC Stralem & Co New York	$17.2M	-$1.4M	3	9.93%	Reduced
2027	NVWM LLC Yardley, Pennsylvania	$17.2M	-$141K	9	10.57%	Reduced
2028	Capital Analysts LLC Fort Washington, Pennsylvania	$17.2M	+$631K	12	1.82%	Increased
2029	WEC White Elm Capital Greenwich, Connecticut	$17.2M	$0	1	4.44%	Maintained
2030	Cornerstone Advisory Hunt Valley, Maryland	$17.2M	+$1.14M	8	3.71%	Increased
2031	Oaktree Capital Management Los Angeles, California	$17.1M	-$3.55M	1	0.34%	Reduced
2032	SVC Strycker View Capital New York	$17.1M	+$17.8M	1	6.78%	New
2033	Eidelman Virant Capital Saint Louis, Missouri	$17.1M	-$1.16M	4	9.82%	Reduced
2034	White Pine Investment Company Livonia, Michigan	$17.1M	-$21.4K	3	7.75%	Reduced
2035	Clear Harbor Asset Management Stamford, Connecticut	$17M	+$853K	6	3.33%	Increased
2036	Integrated Wealth Concepts Waltham, Massachusetts	$17M	+$1.5M	7	1.92%	Increased
2037	CRB Chad R. Baker	$17M	$0	3	6.05%	Maintained
2038	ArrowMark Colorado Holdings Denver, Colorado	$17M	-$9.36M	3	0.17%	Reduced
2039	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$17M	-$126K	4	3.74%	Reduced
2040	Zions Bancorporation Salt Lake City, Utah	$17M	+$3.53M	15	2.44%	Increased
2041	CFSG Community Financial Services Group Newport, Vermont	$17M	-$3.77M	3	4.9%	Reduced
2042	Buckhead Capital Management Atlanta, Georgia	$16.9M	-$37.1K	3	4.84%	Reduced
2043	Avalon Global Asset Management San Francisco, California	$16.9M	$0	3	5.78%	Maintained
2044	Valley National Advisers Bethlehem, Pennsylvania	$16.9M	+$66.7K	14	4.63%	Increased
2045	BC Bruce & Co Chicago, Illinois	$16.9M	$0	1	3.5%	Maintained
2046	LHC Lodge Hill Capital New York	$16.9M	+$927K	2	4.87%	Increased
2047	Peninsula Wealth San Francisco, California	$16.9M	+$5M	5	8.43%	Increased
2048	Advanced Asset Management Advisors Dublin, Ohio	$16.9M	+$1.41M	4	5.41%	Increased
2049	Brightworth Atlanta, Georgia	$16.8M	+$59.8K	5	3.5%	Increased
2050	Caldera Capital Dallas, Texas	$16.8M	+$1.04M	1	9.68%	Increased