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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
2351	KL KIM LLC Wichita, Kansas	$21.6M	+$21.5M	3	1.03%	New
2352	SAM Scopus Asset Management New York	$21.5M	+$21.2M	2	1.19%	New
2353	Newman Dignan & Sheerar Inc Providence, Rhode Island	$21.5M	-$354K	6	7.34%	Reduced
2354	HCA Hyperion Capital Advisors New York	$21.5M	-$7.32K	5	10.05%	Reduced
2355	Leelyn Smith Geneva, Illinois	$21.5M	+$7.87M	8	5.58%	Increased
2356	Baldwin Investment Management West Conshohocken, Pennsylvania	$21.5M	+$29.1K	6	4.08%	Increased
2357	Stanley Capital Management Houston, Texas	$21.5M	+$3.67M	4	6.84%	Increased
2358	GoodHaven Capital Management Millburn, New Jersey	$21.5M	+$359K	3	15.82%	Increased
2359	Hollencrest Capital Management Newport Beach, California	$21.5M	-$1.04M	6	2.52%	Reduced
2360	Cardiff Park Advisors Carlsbad, California	$21.5M	+$702K	8	3.25%	Increased
2361	StoneX Group New York	$21.4M	-$790K	11	2.62%	Reduced
2362	Platform Technology Partners New York	$21.4M	+$2.14M	9	11.7%	Increased
2363	Brave Asset Management Summit, New Jersey	$21.4M	-$2.61M	6	9.58%	Reduced
2364	Oarsman Capital Milwaukee, Wisconsin	$21.4M	-$743K	6	10.64%	Reduced
2365	Fuller & Thaler Asset Management San Mateo, California	$21.4M	-$20.3M	6	0.15%	Reduced
2366	Minot Capital Broomfield, Colorado	$21.4M	+$3.56M	1	4.32%	Increased
2367	Argyle Capital Management Center Valley, Pennsylvania	$21.4M	-$526K	6	7.67%	Reduced
2368	Fernwood Investment Management Quincy, Massachusetts	$21.4M	-$166K	9	9.22%	Reduced
2369	Dumont & Blake Investment Advisors Princeton, New Jersey	$21.4M	-$641K	6	6.99%	Reduced
2370	Signet Financial Management Parsippany, New Jersey	$21.4M	-$1.73M	7	4.07%	Reduced
2371	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$21.4M	$0	1	12.98%	Maintained
2372	Berry Street Capital Management London, United Kingdom	$21.4M	+$21.3M	1	2.67%	New
2373	Harbor Capital Advisors Chicago, Illinois	$21.3M	-$8M	10	16.24%	Reduced
2374	Rings Capital Management Chicago, Illinois	$21.3M	$0	1	12.47%	Maintained
2375	Mitchell McLeod Pugh & Williams Mobile, Alabama	$21.3M	+$262K	9	8.26%	Increased