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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
2126	NG Northstar Group New York	$11M	-$981K	6	5.79%	Reduced
2127	MHR Fund Management New York	$11M	$0	1	0.49%	Maintained
2128	YMRC Yorktown Management & Research Company Forest, Virginia	$11M	+$6.91M	8	3.17%	Increased
2129	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$11M	-$351K	7	6.72%	Reduced
2130	SPC Salient Private Client Houston, Texas	$11M	+$10.8M	3	2.25%	New
2131	LBC Lawrence B. Cohen	$11M	-$119K	3	6.95%	Reduced
2132	Mengis Capital Management Portland, Oregon	$11M	+$543K	4	6.63%	Increased
2133	BCM Bluefin Capital Management New York	$10.9M	-$2.87M	6	0.66%	Reduced
2134	VDBMI Van Den Berg Management I Austin, Texas	$10.9M	-$1.6M	1	1.23%	Reduced
2135	CBN Cadence Bank NA Houston, Texas	$10.9M	-$317K	6	3.98%	Reduced
2136	Apriem Advisors Irvine, California	$10.9M	-$779K	4	2.7%	Reduced
2137	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$10.9M	-$143K	3	5.84%	Reduced
2138	TOPU Trustees of Princeton University Princeton, New Jersey	$10.8M	+$11.4M	1	9.98%	New
2139	Gibraltar Capital Management Tulsa, Oklahoma	$10.8M	-$71.9K	2	8.6%	Reduced
2140	IA Icon Advisers Greenwood Village, Colorado	$10.8M	+$243K	4	0.75%	Increased
2141	RCA Rex Capital Advisors Providence, Rhode Island	$10.8M	-$4.67K	1	9.47%	Reduced
2142	SAM Security Asset Management New York	$10.8M	-$140K	5	8.14%	Reduced
2143	HI Harrington Investments Napa, California	$10.8M	+$1.2M	5	8.97%	Increased
2144	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$10.8M	+$10M	4	7.38%	New
2145	GCM Garland Capital Management Bellevue, Washington	$10.8M	-$1.16M	2	7.06%	Reduced
2146	Perennial Advisors New York	$10.8M	-$94.4K	5	6.68%	Reduced
2147	GP Geneva Partners Lake Geneva, Wisconsin	$10.7M	-$536K	3	7.99%	Reduced
2148	Segment Wealth Management Houston, Texas	$10.7M	+$837K	5	2.58%	Increased
2149	SRFM Shannon River Fund Management New York	$10.7M	+$9.07M	1	2.56%	New
2150	T TOBAM Paris, France	$10.6M	-$28M	3	0.46%	Reduced