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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	First Fiduciary Investment Counsel Cleveland, Ohio	$63.1M	-$6.14M	5	12.28%	Reduced
2027	Steel Grove Capital Advisors Memphis, Tennessee	$63.1M	$0	7	7.49%	Maintained
2028	Leuthold Group Minneapolis, Minnesota	$63M	-$8.66M	3	6.89%	Reduced
2029	MAM Morse Asset Management Darien, Connecticut	$62.8M	+$1.32M	11	12.52%	Increased
2030	Jamison Private Wealth Management Milton, Georgia	$62.7M	+$975K	8	7.94%	Increased
2031	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$62.4M	-$6.83M	3	4.21%	Reduced
2032	Little House Capital Braintree, Massachusetts	$62.4M	-$2.43M	6	14.35%	Reduced
2033	Kavar Capital Partners Group Leawood, Kansas	$62.4M	+$354K	6	8.32%	Increased
2034	Cove Private Wealth Oyster Bay Cove, New York	$62.3M	+$347K	7	19.72%	Increased
2035	TRB Advisors New York	$62.2M	-$60.2M	1	12.52%	Reduced
2036	Stanley Capital Management Houston, Texas	$62.1M	-$5.6M	4	10.23%	Reduced
2037	Verity & Verity Beaufort, South Carolina	$62.1M	-$102K	6	4.97%	Reduced
2038	Owl Creek Asset Management New York	$61.9M	-$4.29M	2	1.97%	Reduced
2039	Apexium Financial Dallas, Texas	$61.7M	-$338K	7	3%	Reduced
2040	Two Point Capital Management Pittsford, New York	$61.6M	-$2.91M	3	24.78%	Reduced
2041	Fragasso Financial Advisors Sewickley, Pennsylvania	$61.6M	-$5.4M	7	3.85%	Reduced
2042	Avidian Wealth Enterprises Houston, Texas	$61.5M	+$4.04M	8	2.32%	Increased
2043	BTG Pactual Asset Management US New York	$61.5M	+$16.5M	5	2.88%	Increased
2044	Melqart Asset Management London, United Kingdom	$61.5M	+$36.3M	6	8.2%	Increased
2045	Analog Century Management New York	$61.4M	+$55.3M	1	3.3%	New
2046	MONECO Advisors Fairfield, Connecticut	$61.4M	+$3.37M	7	5.13%	Increased
2047	Decatur Capital Management Decatur, Georgia	$61.4M	-$3.98M	4	24.37%	Reduced
2048	Seven Grand Managers Bronxville, New York	$61.3M	-$10.5M	2	4.98%	Reduced
2049	Providence Capital Advisors Charlotte, North Carolina	$61.2M	-$8.49M	6	10.6%	Reduced
2050	Advisornet Financial Minnetonka, Minnesota	$61.2M	+$5.88M	25	3.46%	Increased