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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
2201	LPCM Lynwood Price Capital Management Austin, Texas	$39.5M	+$11.7M	2	22.52%	Increased
2202	SWK Stephen W. Kidder	$39.5M	-$649K	4	12.31%	Reduced
2203	HeadInvest LLC Portland, Maine	$39.5M	+$100K	6	7.68%	Increased
2204	Weik Capital Management Wyomissing, Pennsylvania	$39.5M	-$908K	5	16.07%	Reduced
2205	Evolution Wealth Advisors Aventura, Florida	$39.5M	+$4.18M	5	6.59%	Increased
2206	Cisco Systems San Jose, California	$39.5M	+$29.2M	1	13.92%	Increased
2207	RBF Capital San Francisco, California	$39.4M	-$15.2M	10	2.37%	Reduced
2208	SimplyRich Carlsbad, California	$39.4M	-$11.7K	7	11.4%	Reduced
2209	Cherry Creek Investment Advisors Englewood, Colorado	$39.4M	+$210K	10	20.5%	Increased
2210	TLW Wealth Management Indian Rocks Beach, Florida	$39.4M	+$496K	3	23.63%	Increased
2211	Fort Point Capital Partners San Francisco, California	$39.4M	+$83.4K	7	4.35%	Increased
2212	Field & Main Bank Henderson, Kentucky	$39.2M	-$1.33M	7	13.84%	Reduced
2213	Arrow Financial Glens Falls, New York	$39.1M	-$21M	7	4.38%	Reduced
2214	Embree Financial Group Chicago, Illinois	$39.1M	+$1.86M	6	6.55%	Increased
2215	Harbor Capital Advisors Chicago, Illinois	$39.1M	-$31M	8	1.78%	Reduced
2216	Marcum Wealth Cleveland, Ohio	$39.1M	+$1.43M	8	3.38%	Increased
2217	Alpha Capital Management Austin, Texas	$39.1M	+$4.22M	7	7.43%	Increased
2218	Pekin Hardy Strauss Chicago, Illinois	$39M	-$5.04M	8	4.72%	Reduced
2219	Radnor Capital Management Wayne, Pennsylvania	$38.9M	+$42K	8	6.52%	Increased
2220	TC Torno Capital Cohasset, Massachusetts	$38.9M	-$173M	2	10.06%	Reduced
2221	111 Capital Paris, France	$38.8M	+$5.56M	6	7.48%	Increased
2222	River Road Asset Management Louisville, Kentucky	$38.7M	-$781K	3	0.53%	Reduced
2223	General Catalyst Group Management Cambridge, Massachusetts	$38.7M	$0	1	4.37%	Maintained
2224	Gryphon Financial Partners Columbus, Ohio	$38.6M	+$2.33M	7	5.57%	Increased
2225	Occidental Asset Management Burlingame, California	$38.6M	+$6.15M	8	5.83%	Increased