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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	SP Solel Partners Boston, Massachusetts	$39.1M	$0	1	6.37%	Maintained
2302	Golden State Equity Partners South Coast Metro, California	$39.1M	+$36.9M	6	8.14%	New
2303	Marcum Wealth Cleveland, Ohio	$39.1M	+$1.12M	6	3.92%	Increased
2304	Geller Advisors New York	$39.1M	-$423K	7	2.9%	Reduced
2305	Arthedge Capital Management Jericho, New York	$39M	-$4.44M	4	25.56%	Reduced
2306	Platform Technology Partners New York	$39M	+$36.8M	9	13.41%	New
2307	RA Ransom Advisory Providence, Rhode Island	$38.9M	+$390K	10	19.49%	Increased
2308	Chiron Investment Management New York	$38.9M	-$1.66M	4	15.24%	Reduced
2309	Benjamin Edwards Inc Clayton, Missouri	$38.7M	+$2.74M	10	7.45%	Increased
2310	Oxford Financial Group Carmel, Indiana	$38.7M	+$19.9M	6	2.55%	Increased
2311	Prosperity Consulting Group Owings Mills, Maryland	$38.7M	-$1.95M	6	5.25%	Reduced
2312	Advanced Asset Management Advisors Dublin, Ohio	$38.7M	-$67K	4	10.29%	Reduced
2313	Canal Capital Management Richmond, Virginia	$38.7M	-$257K	5	6.61%	Reduced
2314	Redwood Investment Management Scottsdale, Arizona	$38.6M	-$873K	7	3.34%	Reduced
2315	Glassy Mountain Advisors Bethesda, Maryland	$38.5M	-$325K	4	14.29%	Reduced
2316	Mattern Wealth Management Lawrence, Kansas	$38.5M	-$682K	5	9.25%	Reduced
2317	Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$38.4M	-$903K	3	10.53%	Reduced
2318	SC Sawyer & Company Boston, Massachusetts	$38.4M	-$168K	7	15.26%	Reduced
2319	HRC Hoertkorn Richard Charles	$38.4M	-$1.93M	5	16.7%	Reduced
2320	Union Heritage Capital Bloomfield Hills, Michigan	$38.4M	$0	4	15.08%	Maintained
2321	BIMC Benson Investment Management Company Roanoke, Virginia	$38.4M	+$972K	5	15.87%	Increased
2322	White Pine Investment Company Livonia, Michigan	$38.3M	-$598K	3	11.27%	Reduced
2323	Panview Asian Equity Master Fund Central, Hong Kong	$38.3M	-$2.55M	1	9.67%	Reduced
2324	CIC Wealth Rockville, Maryland	$38.3M	+$631K	8	10.55%	Increased
2325	Steel Grove Capital Advisors Memphis, Tennessee	$38.3M	-$3.41M	6	5.28%	Reduced