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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	RCM Ratan Capital Management Miami Beach, Florida	$36.9M	-$83.9M	4	25.58%	Reduced
2027	Naples Global Advisors Naples, Florida	$36.9M	+$240K	6	4.26%	Increased
2028	Sturgeon Ventures London, United Kingdom	$36.8M	+$459K	3	19.88%	Increased
2029	Cadence Bank Tupelo, Mississippi	$36.8M	+$39.6K	5	4.59%	Increased
2030	McDonough Capital Management Orlando, Florida	$36.8M	+$477K	3	31.96%	Increased
2031	Two Sigma Securities New York	$36.8M	+$1.24M	18	1.29%	Increased
2032	BCA Bray Capital Advisors Naples, Florida	$36.8M	-$1.21M	6	9.44%	Reduced
2033	Portland Hill Asset Management London, United Kingdom	$36.8M	+$590K	5	33.34%	Increased
2034	Wealthcare Advisory Partners West Chester, Pennsylvania	$36.7M	+$1.31M	10	2.23%	Increased
2035	ECM EagleClaw Capital Management Boston, Massachusetts	$36.7M	-$1.46M	6	8.44%	Reduced
2036	Caxton Associates (New York) New York	$36.7M	-$10.3M	7	2.99%	Reduced
2037	GPM Growth Investors Bloomfield Hills, Michigan	$36.7M	+$3.38M	4	20.21%	Increased
2038	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$36.7M	+$856K	6	10.52%	Increased
2039	Toth Financial Advisory Leesburg, Virginia	$36.7M	+$155K	16	5.48%	Increased
2040	KCM Kingdon Capital Management New York	$36.7M	+$6.93M	1	3.82%	Increased
2041	Lakeside Advisors Seattle, Washington	$36.6M	-$318K	3	27.62%	Reduced
2042	Rehmann Capital Advisory Group Lansing, Michigan	$36.6M	+$965K	8	3.48%	Increased
2043	CWM Cornerstone Wealth Management St. Peters, Missouri	$36.5M	-$5.08K	9	3.55%	Reduced
2044	KLCM Advisors Milwaukee, Wisconsin	$36.5M	+$1.31M	6	7.73%	Increased
2045	Ascent Group Virginia Beach, Virginia	$36.4M	+$2.73M	8	4.24%	Increased
2046	ICICI Prudential Asset Management Mumbai, India	$36.4M	-$13M	4	4.89%	Reduced
2047	Jacobson & Schmitt Advisors Middleton, Wisconsin	$36.3M	+$15.5M	3	9.44%	Increased
2048	McDonald Partners Cleveland, Ohio	$36.3M	+$33.5M	7	7.92%	Increased
2049	Graypoint LLC Albany, New York	$36.3M	+$9.49M	8	3.59%	Increased
2050	Edgestream Partners Princeton, New Jersey	$36.3M	+$1.58M	5	2.89%	Increased