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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	Sumitomo Mitsui Financial Group Tokyo, Japan	$20.1M	+$6.68M	5	1.58%	Increased
2027	Chapman Investment Management San Anselmo, California	$20.1M	+$19.1M	3	18.32%	New
2028	Insight Wealth Strategies San Ramon, California	$20.1M	+$199K	4	4.25%	Increased
2029	Credential Qtrade Securities Vancouver,	$20M	+$864K	7	2.71%	Increased
2030	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$20M	-$194K	1	0.61%	Reduced
2031	Cadence Bank Tupelo, Mississippi	$19.9M	+$846K	5	3.68%	Increased
2032	Arete Wealth Advisors Chicago, Illinois	$19.9M	-$1.9M	9	3.45%	Reduced
2033	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$19.9M	+$857K	6	7.92%	Increased
2034	Court Place Advisors Ellicott City, Maryland	$19.9M	+$23.6K	5	7.16%	Increased
2035	Visionary Wealth Advisors O'fallon, Illinois	$19.8M	+$18.5M	5	3.55%	New
2036	QV Investors Calgary, Alberta, Canada	$19.8M	-$1.26M	2	0.83%	Reduced
2037	WEO William E. Oberndorf	$19.8M	$0	2	10.9%	Maintained
2038	South Street Advisors New York	$19.8M	-$222K	4	5.13%	Reduced
2039	Icon Advisers Greenwood Village, Colorado	$19.8M	-$1.12M	6	2.81%	Reduced
2040	Wells Trecaso Financial Group Akron, Ohio	$19.7M	-$163K	5	14.26%	Reduced
2041	Paradice Investment Management Denver, Colorado	$19.7M	+$1.42M	2	1.37%	Increased
2042	NorthRock Partners Minneapolis, Minnesota	$19.7M	+$8.66M	8	2.08%	Increased
2043	Formula Growth Montreal, Quebec, Canada	$19.6M	+$573K	3	2.48%	Increased
2044	Capital City Trust Tallahassee, Florida	$19.6M	-$271K	5	7.41%	Reduced
2045	Caxton Associates (New York) New York	$19.6M	+$16M	6	2.69%	Increased
2046	Welch Capital Partners Harrison, New York	$19.6M	-$342K	4	5.79%	Reduced
2047	Camden National Bank Camden, Maine	$19.6M	+$47.4K	5	3.96%	Increased
2048	NG Northstar Group New York	$19.6M	+$71.1K	7	7.48%	Increased
2049	DT Investment Partners Chadds Ford, Pennsylvania	$19.6M	+$14.1M	6	1.8%	Increased
2050	WoodTrust Financial Wisconsin Rapids, Wisconsin	$19.6M	-$259K	4	7.72%	Reduced