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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
2301	Pavion Blue Capital Newport Beach, California	$14.2M	+$1.92M	5	14.77%	Increased
2302	Nachman Norwood & Parrott Greenville, South Carolina	$14.2M	+$264K	6	2.87%	Increased
2303	Robertson Stephens Wealth Management San Francisco, California	$14.2M	+$6.94M	8	4.85%	Increased
2304	Capstone Financial Group Oklahoma City, Oklahoma	$14.2M	-$2.07M	6	14.58%	Reduced
2305	Orion Portfolio Solutions Omaha, Nebraska	$14.2M	-$922K	19	0.97%	Reduced
2306	WCA Windsor Creek Advisors Bethel, Vermont	$14.2M	+$1.24M	4	5.04%	Increased
2307	DA DSC Advisors Chicago, Illinois	$14.2M	-$7.06M	6	13.83%	Reduced
2308	Towle & Co Denver, Colorado	$14.1M	+$15.3M	1	3.44%	Increased
2309	LeJeune Puetz Investment Counsel Traverse City, Michigan	$14.1M	-$453K	6	8.25%	Reduced
2310	Allied Investment Advisors Billings, Montana	$14M	-$264K	2	10.13%	Reduced
2311	Avitas Wealth Management Los Angeles, California	$14M	+$553K	5	6.38%	Increased
2312	Hodges Capital Management Dallas, Texas	$14M	-$3.25M	5	3.59%	Reduced
2313	DT Investment Partners Chadds Ford, Pennsylvania	$14M	-$5.24M	6	2.28%	Reduced
2314	Peachtree Investment Partners Indian River Shores,, Florida	$14M	-$2.03M	2	13.97%	Reduced
2315	Geneva Partners Lake Geneva, Wisconsin	$14M	-$2M	4	19.85%	Reduced
2316	Kennedy Capital Management St Louis, Missouri	$14M	-$993K	3	0.51%	Reduced
2317	ASA Armstrong Shaw Associates New Canaan, Connecticut	$13.9M	-$282K	5	17.68%	Reduced
2318	BE Bonness Enterprises Washington, District of Columbia	$13.9M	-$82.2K	4	10.05%	Reduced
2319	PIG Pantheon Investment Group Sierra Madre, California	$13.9M	+$630K	4	20.85%	Increased
2320	Glen Eagle Advisors Kingston, New Jersey	$13.9M	-$70K	11	9.75%	Reduced
2321	PagnatoKarp Partners Reston, Virginia	$13.9M	+$1.12M	6	3.46%	Increased
2322	Buckhead Capital Management Atlanta, Georgia	$13.8M	-$4.29M	2	5.18%	Reduced
2323	Vontobel Swiss Wealth Advisors Zurich, Switzerland	$13.8M	+$2.96M	4	10.54%	Increased
2324	Alpha Capital Management Austin, Texas	$13.8M	+$601K	4	6.09%	Increased
2325	All-Stars Investment Hong Kong	$13.8M	-$12.3M	1	26.93%	Reduced