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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
2251	Enterprise Bank & Trust Lowell, Massachusetts	$27.6M	-$592K	4	10.9%	Reduced
2252	SP Solel Partners Boston, Massachusetts	$27.6M	+$29M	1	5.55%	New
2253	Brave Asset Management Summit, New Jersey	$27.6M	-$47.9K	6	7.97%	Reduced
2254	Golden State Wealth Management Santa Ana, California	$27.6M	-$1.07M	6	6%	Reduced
2255	SeaBridge Investment Advisors Summit, New Jersey	$27.5M	+$555K	5	9.05%	Increased
2256	Arden Trust Wilmington, Delaware	$27.5M	-$2.46M	10	4.7%	Reduced
2257	Aperture Investors New York	$27.5M	+$7.29M	4	3.69%	Increased
2258	Bornite Capital Management New York	$27.5M	-$552K	2	14.69%	Reduced
2259	Oarsman Capital Milwaukee, Wisconsin	$27.4M	-$2.04M	6	11.1%	Reduced
2260	CIM CIM Investment Management Pittsburgh, Pennsylvania	$27.4M	-$1.66M	8	8.63%	Reduced
2261	Matthews International Capital Management San Francisco, California	$27.4M	-$29.7M	1	1.66%	Reduced
2262	Buckhead Capital Management Atlanta, Georgia	$27.4M	+$1.96M	5	6.12%	Increased
2263	Tiemann Investment Advisors Menlo Park, California	$27.4M	-$233K	7	13%	Reduced
2264	CX Institutional Auburn, Indiana	$27.3M	-$853K	14	2.23%	Reduced
2265	XS XR Securities Chicago, Illinois	$27.3M	+$72.2K	7	12.61%	Increased
2266	Inlet Private Wealth Jupiter, Florida	$27.3M	+$2.12M	9	7.32%	Increased
2267	BRR OpCo Columbus, Ohio	$27.3M	-$629K	8	3.11%	Reduced
2268	Newman Dignan & Sheerar Inc Providence, Rhode Island	$27.3M	-$835K	7	7.88%	Reduced
2269	F/M Investments Washington, District of Columbia	$27.3M	+$5M	5	19.51%	Increased
2270	Monetta Financial Services Wheaton, Illinois	$27.2M	-$1.1M	3	22.05%	Reduced
2271	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$27.2M	-$886K	7	5.12%	Reduced
2272	Valley National Advisers Bethlehem, Pennsylvania	$27.1M	+$667K	15	4.9%	Increased
2273	Wills Financial Group Richmond, Virginia	$27.1M	-$1.54M	5	12.17%	Reduced
2274	Mathes Company New York	$27.1M	-$1.27M	4	10.05%	Reduced
2275	Iowa State Bank Urbandale, Iowa	$27M	+$555K	5	7.54%	Increased