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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
2076	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$64.8M	-$7.8M	7	12.27%	Reduced
2077	PFCS Pale Fire Capital SE Prague, Czech Republic	$64.8M	+$83.5M	2	4.58%	New
2078	EFG Embree Financial Group Chicago, Illinois	$64.7M	-$599K	6	6.48%	Reduced
2079	IIA IPG Investment Advisors San Diego, California	$64.7M	-$1.15M	8	9.29%	Reduced
2080	PT Plimoth Trust Plymouth, Massachusetts	$64.6M	+$16.9K	6	12.91%	Increased
2081	P3I Progeny 3 Inc Kirkland, Washington	$64.5M	+$5.15M	1	3.33%	Increased
2082	WIC Willis Investment Counsel Gainesville, Georgia	$64.5M	+$6.57M	5	3.07%	Increased
2083	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$64.4M	-$4.15M	6	3.45%	Reduced
2084	Pzena Investment Management New York	$64.3M	+$164K	4	0.19%	Increased
2085	QOP Quinn Opportunity Partners Charlottesville, Virginia	$64.3M	-$24.6M	7	2.98%	Reduced
2086	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$64.3M	-$692K	7	11.59%	Reduced
2087	SMTF Sphera Management Technology Funds Tel Aviv, Israel	$64.3M	+$11.9M	8	22.45%	Increased
2088	OC Oarsman Capital Milwaukee, Wisconsin	$63.8M	+$2.83M	8	6.75%	Increased
2089	AWM Aprio Wealth Management Atlanta, Georgia	$63.7M	+$1.33M	9	3.15%	Increased
2090	AC Arjuna Capital Durham, North Carolina	$63.7M	-$5.47M	6	14.33%	Reduced
2091	IIM Ipswich Investment Management Beverly, Massachusetts	$63.6M	-$292K	7	13.44%	Reduced
2092	PDL Portfolio Design Labs Encino, California	$63.6M	-$11.6M	7	10.43%	Reduced
2093	SSA South Street Advisors New York	$63.6M	-$12.6M	5	8.28%	Reduced
2094	JGC J. Goldman & Co New York	$63.6M	-$26M	10	1.64%	Reduced
2095	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$63.4M	+$191K	6	6.31%	Increased
2096	PIA Perennial Investment Advisors Los Angeles, California	$63.3M	+$5.26M	12	4.21%	Increased
2097	PAIM Punch & Associates Investment Management Edina, Minnesota	$63.3M	+$187K	3	3.13%	Increased
2098	WAS Winch Advisory Services Appleton, Wisconsin	$63.3M	-$2.04M	13	13.15%	Reduced
2099	CCS Concentric Capital Strategies Stamford, Connecticut	$63.1M	-$261K	13	3.5%	Reduced
2100	OPW Osprey Private Wealth New York	$63.1M	+$2.69M	4	16.29%	Increased