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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	Avitas Wealth Management Los Angeles, California	$34.1M	+$557K	6	6.07%	Increased
2077	Koshinski Asset Management Decatur, Illinois	$34M	-$7.25M	10	4.27%	Reduced
2078	Principal Street Partners Memphis, Tennessee	$33.9M	-$15.7M	6	8.94%	Reduced
2079	Steamboat Capital Partners Rye, New York	$33.9M	-$443K	3	8.6%	Reduced
2080	ACMH Andar Capital Management (HK) Hong Kong	$33.8M	+$4.54M	2	23.07%	Increased
2081	VDBMI Van Den Berg Management I Austin, Texas	$33.8M	-$951K	3	6.65%	Reduced
2082	Camden National Bank Camden, Maine	$33.7M	-$1.28M	7	6.37%	Reduced
2083	Unio Capital Princeton, New Jersey	$33.7M	-$2.08M	3	15.03%	Reduced
2084	FIM FWL Investment Management Dallas, Texas	$33.7M	+$775K	6	20.46%	Increased
2085	Krilogy Financial St. Louis, Missouri	$33.7M	+$2.24M	8	3.36%	Increased
2086	Nightview Capital Austin, Texas	$33.7M	-$3.82M	1	9.24%	Reduced
2087	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$33.7M	-$178K	5	9.64%	Reduced
2088	Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$33.6M	+$830K	10	4.36%	Increased
2089	Fir Tree Capital Management New York	$33.5M	+$6.9M	3	1.26%	Increased
2090	RiverFront Investment Group Richmond, Virginia	$33.5M	+$3.02M	2	0.68%	Increased
2091	Cozad Asset Management Champaign, Illinois	$33.4M	-$1.73M	8	5.25%	Reduced
2092	Naples Global Advisors Naples, Florida	$33.4M	+$230K	7	4.65%	Increased
2093	Selective Wealth Management Forest, Virginia	$33.4M	+$12.8M	11	26.61%	Increased
2094	One Capital Management Westlake Village, California	$33.4M	+$3.42M	7	2.96%	Increased
2095	Hodges Capital Management Dallas, Texas	$33.3M	+$2.37M	6	3.73%	Increased
2096	CCM Conway Capital Management Burbank, California	$33.3M	-$900K	7	22.74%	Reduced
2097	Point72 Hong Kong Hong Kong	$33.2M	-$16.1M	11	1.08%	Reduced
2098	LCM Lionstone Capital Management New York	$33.2M	$0	1	8.09%	Maintained
2099	UBS O'Connor Chicago, Illinois	$33.2M	+$3.68M	3	0.3%	Increased
2100	Lakehouse Capital Sydney NSW, Australia	$33.2M	+$31.8M	2	19.34%	New