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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	Perennial Advisors New York	$11.2M	-$422K	6	7.04%	Reduced
2127	LeJeune Puetz Investment Counsel Traverse City, Michigan	$11.1M	-$55.4K	7	6.84%	Reduced
2128	GCM Grisanti Capital Management New York	$11.1M	-$7.98M	3	5.09%	Reduced
2129	Stockman Wealth Management Billings, Montana	$11.1M	-$347K	4	5.08%	Reduced
2130	Glovista Investments Jersey City, New Jersey	$11.1M	+$6.07M	5	2.46%	Increased
2131	Sphera Funds Management Tel Aviv, Israel	$11.1M	+$5.03M	2	1.68%	Increased
2132	EFG Asset Management (Americas) Miami, Florida	$11.1M	-$211K	4	4.58%	Reduced
2133	Blue Edge Capital Richmond, Virginia	$11M	-$148K	5	4.45%	Reduced
2134	Laffer Tengler Investments Nashville, Tennessee	$11M	-$2.06M	1	2.75%	Reduced
2135	Peregrine Asset Advisers Portland, Oregon	$11M	-$7.62M	6	7.32%	Reduced
2136	Neumann Capital Management Foster City, California	$11M	-$140K	5	7.02%	Reduced
2137	BFSG LLC Irvine, California	$11M	+$1.5M	5	4.89%	Increased
2138	McIlrath & Eck Arlington, Washington	$11M	-$47.2K	11	6.45%	Reduced
2139	Koshinski Asset Management Decatur, Illinois	$11M	-$904K	8	3.42%	Reduced
2140	Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$11M	+$491K	10	2.34%	Increased
2141	Hamilton Lane Advisors Conshohocken, Pennsylvania	$11M	+$1.86M	3	8.73%	Increased
2142	Salem Capital Management Woburn, Massachusetts	$11M	-$327K	2	5.96%	Reduced
2143	American Money Management Rancho Santa Fe, California	$11M	+$165K	4	6.84%	Increased
2144	SAM Security Asset Management New York	$11M	-$689K	5	8.18%	Reduced
2145	Colrain Capital Boston, Massachusetts	$10.9M	-$4.39M	4	11.59%	Reduced
2146	Belpointe Asset Management Reno, Nevada	$10.9M	-$5.66M	9	3.19%	Reduced
2147	Tiemann Investment Advisors Menlo Park, California	$10.9M	+$271K	7	8.79%	Increased
2148	Cadence Bank NA Houston, Texas	$10.9M	-$493K	6	4.35%	Reduced
2149	Harbour Investment Management Edmonds, Washington	$10.9M	-$130K	2	8.15%	Reduced
2150	OFG OTA Financial Group Purchase, New York	$10.9M	-$4.91M	1	3.67%	Reduced