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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	LT Legacy Trust Grand Rapids, Michigan	$41M	+$76.9K	5	9.51%	Increased
2352	Lakehouse Capital Sydney NSW, Australia	$40.9M	$0	3	27.6%	Maintained
2353	General Catalyst Group Management Cambridge, Massachusetts	$40.9M	+$37.3M	1	3.59%	New
2354	MAM Mystic Asset Management Warwick, Rhode Island	$40.9M	+$13.4M	9	10.96%	Increased
2355	Brady Family Wealth Saint Louis, Missouri	$40.9M	-$752K	5	12.54%	Reduced
2356	Bearing Point Capital Bloomington, Minnesota	$40.9M	+$39.1M	5	8.52%	New
2357	HP Hound Partners New York	$40.8M	-$20M	2	15.68%	Reduced
2358	Patriot Financial Group Insurance Agency Westborough, Massachusetts	$40.8M	+$1.08M	7	5.47%	Increased
2359	Callan Capital La Jolla, California	$40.8M	-$2.75M	6	2.98%	Reduced
2360	San Luis Wealth Advisors San Luis Obispo, California	$40.7M	+$6.94M	6	7.71%	Increased
2361	ECM EMC Capital Management Houston, Texas	$40.6M	+$4.5M	6	22.82%	Increased
2362	Union Heritage Capital Bloomfield Hills, Michigan	$40.5M	$0	4	14.98%	Maintained
2363	Mirabaud Asset Management London, United Kingdom	$40.5M	-$2.16M	4	18.83%	Reduced
2364	Beech Hill Advisors New York	$40.5M	-$744K	6	15.15%	Reduced
2365	L.J. Altfest & Co New York	$40.5M	-$3.46M	6	5.16%	Reduced
2366	Annandale Capital Dallas, Texas	$40.4M	-$258K	5	6.41%	Reduced
2367	World Equity Group Schaumburg, Illinois	$40.3M	+$13.5M	6	8.64%	Increased
2368	Oak Harvest Investment Services Houston, Texas	$40.3M	+$7.53M	8	5.61%	Increased
2369	Oasis Management Company Grand Cayman, Cayman Islands	$40.3M	+$34.9M	2	8.5%	Increased
2370	Regatta Capital Group El Segundo, California	$40.2M	-$274K	7	7.8%	Reduced
2371	Golden State Equity Partners South Coast Metro, California	$40.2M	-$3.86M	6	7.69%	Reduced
2372	Crystal Rock Capital Management Bannockburn, Illinois	$40.2M	-$1.01M	5	24.66%	Reduced
2373	Alpha Capital Management Austin, Texas	$40.1M	-$523K	6	7.36%	Reduced
2374	Oarsman Capital Milwaukee, Wisconsin	$40M	-$140K	13	6.96%	Reduced
2375	Polaris Capital Management Boston, Massachusetts	$40M	-$2.9M	1	1.93%	Reduced