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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	Robertson Stephens Wealth Management San Francisco, California	$28.2M	-$1.61M	9	5.89%	Reduced
2052	HH HWG Holdings Houston, Texas	$28.1M	+$6.9M	4	14.25%	Increased
2053	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$28.1M	-$2.04M	4	15.16%	Reduced
2054	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$28.1M	+$198K	6	9.88%	Increased
2055	Quinn Opportunity Partners Charlottesville, Virginia	$28M	+$20.8M	5	2.38%	Increased
2056	Drexel Morgan & Co Radnor, Pennsylvania	$28M	+$739K	4	7.66%	Increased
2057	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$28M	-$1.16M	5	15.95%	Reduced
2058	Old Second National Bank of Aurora Aurora, Illinois	$28M	-$427K	8	8.3%	Reduced
2059	Clarkston Capital Partners Rochester, Michigan	$28M	+$488K	6	0.59%	Increased
2060	Avitas Wealth Management Los Angeles, California	$27.9M	+$347K	9	5.65%	Increased
2061	Quantbot Technologies New York	$27.9M	-$8.47M	16	2.9%	Reduced
2062	Steamboat Capital Partners Rye, New York	$27.8M	-$26.3M	3	7.93%	Reduced
2063	ECM EagleClaw Capital Management Boston, Massachusetts	$27.8M	-$1.05M	6	8.84%	Reduced
2064	Visionary Wealth Advisors O'fallon, Illinois	$27.8M	+$4.32M	6	3.11%	Increased
2065	Six Columns Capital Dallas, Texas	$27.7M	+$4.79M	1	3.36%	Increased
2066	Eudaimonia Partners Winchester, Tennessee	$27.7M	+$1.29M	13	6.22%	Increased
2067	Virtu Financial New York	$27.7M	-$29.4M	18	2.98%	Reduced
2068	Ibex Investors Denver, Colorado	$27.7M	+$1.93M	3	11.03%	Increased
2069	TwinBeech Capital Purchase, New York	$27.6M	+$22.9M	13	4.48%	Increased
2070	Strategy Asset Managers Pasadena, California	$27.6M	-$1.15M	6	6.58%	Reduced
2071	Consolidated Investment Group Englewood, Colorado	$27.5M	+$6.02M	5	7.17%	Increased
2072	Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$27.5M	+$737K	9	4.21%	Increased
2073	OFG OTA Financial Group Purchase, New York	$27.5M	+$26.5M	1	18.17%	New
2074	PFS Investments Duluth, Georgia	$27.5M	+$5.48M	6	0.77%	Increased
2075	Virtue Capital Management Brentwood, Tennessee	$27.4M	-$3.13M	10	6.73%	Reduced