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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
2326	Whalerock Point Partners Providence, Rhode Island	$14.1M	-$174K	4	7.51%	Reduced
2327	PIG Pantheon Investment Group Sierra Madre, California	$14.1M	+$13.5M	5	13.25%	New
2328	Hillman Capital Management Bethesda, Maryland	$14.1M	+$13.5M	4	9.98%	New
2329	Barry Investment Advisors New Bedford, Massachusetts	$14.1M	+$326K	3	4.94%	Increased
2330	Formidable Asset Management Cincinnati, Ohio	$14.1M	+$11.8M	7	4.43%	Increased
2331	OCMI Oaktop Capital Management II Chatham, New Jersey	$14M	$0	1	3.68%	Maintained
2332	MHR Fund Management New York	$14M	$0	1	1.17%	Maintained
2333	Johanson Financial Advisors Campbell, California	$14M	+$359K	9	6.32%	Increased
2334	Cannell Capital Alta, Wyoming	$14M	-$3.36M	1	4.54%	Reduced
2335	DeDora Capital Napa, California	$14M	-$79.7K	7	8.42%	Reduced
2336	SkyOak Wealth Southfield, Michigan	$13.9M	+$13.2M	9	4.32%	New
2337	TRUE Private Wealth Advisors Salem, Oregon	$13.9M	+$2.69M	16	2.14%	Increased
2338	Alpha Capital Management Austin, Texas	$13.9M	-$1.66M	5	5.13%	Reduced
2339	Magnus Financial Group New York	$13.9M	+$205K	7	1.99%	Increased
2340	Landscape Capital Management Englewood, New Jersey	$13.9M	-$2.91M	9	1.01%	Reduced
2341	Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$13.8M	-$2.15M	8	2.04%	Reduced
2342	Global Financial Private Capital Sarasota, Florida	$13.8M	-$351K	8	0.69%	Reduced
2343	Dorsey Asset Management Chicago, Illinois	$13.8M	-$33.9M	1	2.72%	Reduced
2344	Avitas Wealth Management Los Angeles, California	$13.8M	+$35.8K	5	3.54%	Increased
2345	Cramer Rosenthal McGlynn Stamford, Connecticut	$13.8M	-$10.5M	2	0.39%	Reduced
2346	Leonard Green & Partners Los Angeles, California	$13.8M	+$3.49M	2	3.44%	Increased
2347	Game Creek Capital Boston, Massachusetts	$13.8M	-$2.54M	3	7.74%	Reduced
2348	PAM Pegasus Asset Management Montebello, New York	$13.8M	+$456K	6	9.05%	Increased
2349	Westover Capital Advisors Wilmington, Delaware	$13.8M	-$216K	3	6.15%	Reduced
2350	Okabena Investment Services Minneapolis, Minnesota	$13.8M	+$12.8M	4	12.78%	New