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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	Lakeside Advisors Seattle, Washington	$40.2M	+$38.8M	3	29.67%	New
2027	Bornite Capital Management New York	$40.2M	+$10.4M	2	13.9%	Increased
2028	Hodges Capital Management Dallas, Texas	$40.1M	-$2.96M	6	2.91%	Reduced
2029	Kelly Lawrence W & Associates Pasadens, California	$40.1M	-$813K	9	7.94%	Reduced
2030	Mass Ave Global New York	$40.1M	+$40.5M	2	20.99%	New
2031	Pensionfund Sabic Sittard, Netherlands	$40.1M	+$2.16M	4	7.51%	Increased
2032	ECM EagleClaw Capital Management Boston, Massachusetts	$40M	+$1.49M	6	8.77%	Increased
2033	Lakehouse Capital Sydney NSW, Australia	$40M	+$2.82M	2	22.47%	Increased
2034	Wisconsin Capital Management Madison, Wisconsin	$39.9M	-$1.05M	5	16.41%	Reduced
2035	BCA Bray Capital Advisors Naples, Florida	$39.8M	+$273K	7	9.74%	Increased
2036	Summit Financial Parsippany, New Jersey	$39.7M	+$5.88M	7	3.03%	Increased
2037	West Coast Financial Santa Barbara, California	$39.6M	-$376K	4	5.67%	Reduced
2038	Perpetual Investment Management Sydney, Australia	$39.5M	-$11M	8	4.54%	Reduced
2039	Zuckerman Investment Group Chicago, Illinois	$39.5M	-$2.37M	6	6.13%	Reduced
2040	Cadence Bank Tupelo, Mississippi	$39.5M	-$522K	5	4.93%	Reduced
2041	Towle & Co Denver, Colorado	$39.5M	-$362K	1	4.82%	Reduced
2042	VST Van Strum & Towne San Francisco, California	$39.5M	-$1.38M	5	14.32%	Reduced
2043	Wellington Shields & Co New York	$39.5M	-$3.76M	6	7.89%	Reduced
2044	Emerson Point Capital Larchmont, New York	$39.5M	-$3.95M	2	6.15%	Reduced
2045	Teewinot Capital Advisers New York	$39.4M	-$15.7M	3	9.39%	Reduced
2046	Principal Street Partners Memphis, Tennessee	$39.4M	+$578K	7	9.48%	Increased
2047	Decatur Capital Management Decatur, Georgia	$39.4M	-$510K	4	23.31%	Reduced
2048	Sturgeon Ventures London, United Kingdom	$39.4M	-$5.31M	5	17.93%	Reduced
2049	Two Sigma Securities New York	$39.3M	+$28.2M	14	1.71%	Increased
2050	Sowell Financial Services North Little Rock, Arkansas	$39.3M	-$6.75M	5	2.25%	Reduced