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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	Fernwood Investment Management Quincy, Massachusetts	$23.3M	+$2.28M	9	8.96%	Increased
2302	Caxton Associates (New York) New York	$23.3M	+$6.9M	5	3.51%	Increased
2303	Half Sky Capital (UK) London, United Kingdom	$23.2M	-$33.4K	1	13.16%	Reduced
2304	TM Tiger Management New York	$23.2M	-$373K	3	12.35%	Reduced
2305	Main Street Research Lakeville, Connecticut	$23.2M	+$10.9M	4	4.58%	Increased
2306	SFE Investment Counsel Los Angeles, California	$23.2M	+$1.39M	6	7.17%	Increased
2307	StoneX Group New York	$23.2M	+$875K	8	2.53%	Increased
2308	Argyle Capital Management Center Valley, Pennsylvania	$23.1M	-$319K	6	8.13%	Reduced
2309	Anabranch Capital Management Stamford, Connecticut	$23.1M	-$1.63M	1	18.98%	Reduced
2310	Advanced Asset Management Advisors Dublin, Ohio	$23.1M	-$7.26K	4	5.63%	Reduced
2311	Adalta Capital Management New York	$23.1M	-$190K	7	16.14%	Reduced
2312	Cincinnati Casualty Company Fairfield, Ohio	$23.1M	$0	1	14.45%	Maintained
2313	SOL Capital Management Rockville, Maryland	$23M	+$739K	10	3.78%	Increased
2314	Mitchell McLeod Pugh & Williams Mobile, Alabama	$23M	+$41.4K	9	7.16%	Increased
2315	Parkside Investments Deerfield, Illinois	$23M	+$682K	4	4.33%	Increased
2316	Warther Private Wealth Akron, Ohio	$23M	+$1.03M	4	17.5%	Increased
2317	BOK Financial Private Wealth Denver, Colorado	$22.9M	-$3.15M	10	1.84%	Reduced
2318	IAM Innovis Asset Management Chicago, Illinois	$22.9M	-$1.22M	7	9.3%	Reduced
2319	Lorne Steinberg Wealth Management Montreal, Quebec, Canada	$22.9M	+$190K	5	9.15%	Increased
2320	CI Carroll Investors Mt Pleasant, South Carolina	$22.9M	-$578K	5	18.68%	Reduced
2321	Nicolet Advisory Services Green Bay, Wisconsin	$22.9M	+$6.36M	6	2.63%	Increased
2322	TIFF Advisory Services Radnor, Pennsylvania	$22.8M	-$9.07M	2	9.6%	Reduced
2323	Harrington Investments Napa, California	$22.8M	+$63K	5	15.76%	Increased
2324	CFO4Life Group Coppell, Texas	$22.8M	-$124K	4	5.19%	Reduced
2325	CG Cutler Group San Francisco, California	$22.8M	-$11.2M	24	2.37%	Reduced