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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	Tema ETFs New York	$58.1M	+$2.22M	9	3.9%	Increased
2027	Naviter Wealth Little Rock, Arkansas	$57.9M	+$1.59M	6	7.23%	Increased
2028	Herald Investment Management London, United Kingdom	$57.9M	+$401K	7	8.07%	Increased
2029	Inspire Trust Company Reno, Nevada	$57.9M	+$12.6M	5	8.94%	Increased
2030	Fogel Capital Management Stuart, Florida	$57.9M	+$1.57M	4	26.47%	Increased
2031	Hodges Capital Management Dallas, Texas	$57.9M	+$597K	9	4.79%	Increased
2032	Bright Rock Capital Management Hanover, Massachusetts	$57.8M	-$2.64M	3	11.43%	Reduced
2033	Dynasty Wealth Management St. Petersburg, Florida	$57.8M	-$2.6M	9	0.5%	Reduced
2034	Richard Bernstein Advisors New York	$57.8M	+$1.74M	6	1.68%	Increased
2035	Consolidated Investment Group Englewood, Colorado	$57.8M	+$7.95M	6	6.27%	Increased
2036	Convergence Investment Partners Palm Beach Gardens, Florida	$57.8M	+$12.2M	9	9.46%	Increased
2037	Vega Investment Solutions Paris, France	$57.7M	-$12.7M	11	13.77%	Reduced
2038	Embree Financial Group Chicago, Illinois	$57.6M	+$6.59M	6	6.79%	Increased
2039	IIA IPG Investment Advisors San Diego, California	$57.6M	-$644K	7	9.89%	Reduced
2040	Tweedy, Browne Co Stamford, Connecticut	$57.5M	-$383K	2	4.57%	Reduced
2041	CPH C Partners Holding Zurich, Switzerland	$57.5M	$0	1	18.15%	Maintained
2042	HS Management Partners New York	$57.5M	-$21.1M	3	20.11%	Reduced
2043	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$57.5M	+$672K	7	11.39%	Increased
2044	Delta Investment Management San Francisco, California	$57.4M	-$4.73M	8	10.28%	Reduced
2045	PT Plimoth Trust Plymouth, Massachusetts	$57.3M	+$1.31M	6	12.82%	Increased
2046	CV Advisors Aventura, Florida	$57.3M	+$179K	4	15.65%	Increased
2047	Trivium Point Advisory Westport, Connecticut	$57.3M	-$39.2M	6	10.36%	Reduced
2048	Fragasso Financial Advisors Sewickley, Pennsylvania	$57.2M	+$3.1M	7	3.45%	Increased
2049	Westover Capital Advisors Wilmington, Delaware	$57.1M	+$229K	4	10.5%	Increased
2050	Ipswich Investment Management Beverly, Massachusetts	$57M	-$1.71M	7	13.38%	Reduced