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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
2051	QAM Quantres Asset Management Cayman, Cayman Islands	$12.4M	+$6.19M	6	7.51%	Increased
2052	NumerixS Investment Technologies Vancouver, British Columbia, Canada	$12.3M	+$1.85M	9	3.05%	Increased
2053	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$12.3M	-$1.62M	3	0.99%	Reduced
2054	Prospera Financial Services Dallas, Texas	$12.3M	+$1.88M	8	1.72%	Increased
2055	NME Notis-McConarty Edward	$12.3M	-$575K	5	7.39%	Reduced
2056	GM Advisory Group Melville, New York	$12.3M	+$163K	7	3.71%	Increased
2057	Taylor Wealth Management Partners Boston, Massachusetts	$12.3M	-$862K	3	5.92%	Reduced
2058	Beach Point Capital Management Santa Monica, California	$12.3M	+$5.57M	1	2.74%	Increased
2059	Yale University New Haven, Connecticut	$12.2M	+$12M	1	3.41%	New
2060	Peoples Financial Services Corp Moosic, Pennsylvania	$12.2M	-$36.9K	6	7%	Reduced
2061	Northstar Wealth Partners West Hartford, Connecticut	$12.2M	+$7.1M	7	6.24%	Increased
2062	Intrepid Capital Management Jacksonville Beach, Florida	$12.2M	-$10.5M	1	4.14%	Reduced
2063	Venturi Wealth Management Austin, Texas	$12.2M	-$1.98M	7	2.35%	Reduced
2064	Teewinot Capital Advisers New York	$12.2M	$0	4	4.31%	Maintained
2065	AAA Adams Asset Advisors Dallas, Texas	$12.2M	-$291K	3	1.66%	Reduced
2066	Apriem Advisors Irvine, California	$12.1M	+$282K	6	2.95%	Increased
2067	All Terrain Financial Advisors Coon Rapids, Minnesota	$12.1M	+$803K	7	5.49%	Increased
2068	Empirical Wealth Management Seattle, Washington	$12.1M	+$959K	7	2.38%	Increased
2069	First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$12.1M	-$38K	7	3.32%	Reduced
2070	AQR Arbitrage Greenwich, Connecticut	$12M	+$680K	1	0.14%	Increased
2071	Salient Private Client Houston, Texas	$12M	+$761K	2	2.11%	Increased
2072	Penbrook Management New York	$12M	-$4.17M	5	12.01%	Reduced
2073	Uncommon Cents Investing Janesville, Wisconsin	$12M	-$948K	3	8.49%	Reduced
2074	Institute for Wealth Management Denver, Colorado	$12M	-$7.41M	4	3.53%	Reduced
2075	OA Outfitter Advisors Mclean, Virginia	$12M	-$4.97M	6	5.47%	Reduced