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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
2101	Bristol Gate Capital Partners Toronto, Ontario, Canada	$53.9M	-$3.94M	1	3.47%	Reduced
2102	ECM EagleClaw Capital Management Boston, Massachusetts	$53.9M	+$2.93M	6	7.54%	Increased
2103	Westside Investment Management Santa Monica, California	$53.8M	+$1.49M	18	8.25%	Increased
2104	Avantyr Capital Partners New York	$53.8M	-$278M	1	2.58%	Reduced
2105	Canal Capital Management Richmond, Virginia	$53.7M	+$3.09M	6	7.27%	Increased
2106	Heirloom Wealth Management Greenwood Village, Colorado	$53.6M	+$4.47M	4	9.65%	Increased
2107	Concord Investment Counsel Irvine, California	$53.6M	-$891K	6	18.04%	Reduced
2108	WIM WIM Investment Management Hong Kong	$53.5M	-$2.22M	2	15.86%	Reduced
2109	Lakewood Capital Management New York	$53.5M	+$41.2M	3	3.38%	Increased
2110	Regal Investment Advisors Kentwood, Michigan	$53.4M	+$4.68M	8	3.09%	Increased
2111	SFG SageGuard Financial Group Goodlettsville, Tennessee	$53.4M	-$2.52M	6	8.27%	Reduced
2112	Sage Capital Advisors Sioux Falls, South Dakota	$53.3M	-$1.99M	5	12.37%	Reduced
2113	Iowa State Bank Urbandale, Iowa	$53.3M	-$29.4K	5	9.81%	Reduced
2114	Accent Capital Management Centerville, Ohio	$53.2M	-$2.86M	9	25.78%	Reduced
2115	WESPAC Advisors SoCal Pasadena, California	$53.2M	-$527K	5	11.3%	Reduced
2116	Oxler Private Wealth Rye Brook, New York	$53.1M	-$197K	5	16.63%	Reduced
2117	Pzena Investment Management New York	$53.1M	+$770K	3	0.17%	Increased
2118	Loews Corp New York	$53M	+$37.1M	2	0.45%	Increased
2119	Avantax Planning Partners Dubuque, Iowa	$53M	+$5.07M	7	1.46%	Increased
2120	WA WP Advisors San Francisco, California	$53M	-$637K	6	13.71%	Reduced
2121	Empirical Capital Management Hendersonville, Tennessee	$53M	+$15.7M	2	31.76%	Increased
2122	Crédit Industriel et Commercial Paris France, France	$53M	+$26.8M	1	4.13%	Increased
2123	KFS Kurt F. Somerville	$53M	-$32M	6	13.97%	Reduced
2124	Capital & Planning LLC Jonesboro, Georgia	$52.9M	+$45.3M	6	32.1%	Increased
2125	Skylands Capital Milwaukee, Wisconsin	$52.9M	+$4.87M	4	6.93%	Increased