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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
2376	AA Ancient Art Austin, Texas	$30.1M	-$6.31M	2	5.01%	Reduced
2377	Salomon & Ludwin Richmond, Virginia	$30M	$0	12	3.13%	Maintained
2378	RA Rovida Advisors Fort Lauderdale, Florida	$30M	+$3.19M	4	12.23%	Increased
2379	Oarsman Capital Milwaukee, Wisconsin	$30M	+$533K	6	7.96%	Increased
2380	Crescent Park Management East Palo Alto, California	$30M	-$5.67M	2	6.49%	Reduced
2381	Pekin Hardy Strauss Chicago, Illinois	$29.9M	+$161K	7	4.21%	Increased
2382	NAH Neumann Advisory (HK) Central, Hong Kong	$29.9M	$0	2	11.41%	Maintained
2383	J. Arnold Wealth Management Youngstown, Ohio	$29.9M	+$15.1M	3	10.18%	Increased
2384	Hillman Company Pittsburgh, Pennsylvania	$29.9M	$0	1	14.06%	Maintained
2385	Baldwin Investment Management West Conshohocken, Pennsylvania	$29.8M	+$1.01M	6	4.66%	Increased
2386	Mitchell McLeod Pugh & Williams Mobile, Alabama	$29.8M	-$302K	7	7.9%	Reduced
2387	NME Notis-McConarty Edward	$29.8M	-$929K	5	11.88%	Reduced
2388	AIA AIMZ Investment Advisors Los Altos, California	$29.8M	-$813K	7	12.06%	Reduced
2389	McKinley Carter Wealth Services Wheeling, West Virginia	$29.7M	+$689K	5	2.18%	Increased
2390	Pine Ridge Advisers New York	$29.7M	$0	4	5.23%	Maintained
2391	ECM EMC Capital Management Houston, Texas	$29.6M	-$1.93M	5	19.81%	Reduced
2392	W.R. Berkley Corp Greenwich, Connecticut	$29.6M	-$19M	5	2.14%	Reduced
2393	Peconic Partners New York	$29.6M	+$22.5M	2	1.42%	Increased
2394	GeoWealth Management Chicago, Illinois	$29.6M	+$23.6M	9	2.45%	Increased
2395	Riverstone Advisors New Braunfels, Texas	$29.5M	-$1.86M	6	19.1%	Reduced
2396	SC Sawyer & Company Boston, Massachusetts	$29.4M	-$2.01M	8	12.99%	Reduced
2397	Chiron Investment Management New York	$29.4M	+$9.4M	6	11.21%	Increased
2398	Warther Private Wealth Akron, Ohio	$29.4M	-$287K	4	16.46%	Reduced
2399	Stanley-Laman Group Berwyn, Pennsylvania	$29.4M	-$18.3M	5	4.49%	Reduced
2400	Pembroke Management Montreal, Quebec, Canada	$29.4M	-$421K	1	3.65%	Reduced