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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
2401	WA1 Wimmer Associates 1 Pasadena, California	$25.9M	+$48.7K	5	14.42%	Increased
2402	Goodman Advisory Group Needham, Massachusetts	$25.9M	-$58.4K	5	8.96%	Reduced
2403	Harvey Partners Tarrytown, New York	$25.9M	+$10.8M	1	6.38%	Increased
2404	Wolverine Asset Management Chicago, Illinois	$25.9M	-$31.5M	9	0.25%	Reduced
2405	LVW Advisors Pittsford, New York	$25.8M	+$2.14M	5	4.37%	Increased
2406	Regent Peak Wealth Advisors Atlanta, Georgia	$25.8M	+$310K	8	7.41%	Increased
2407	FIM FWL Investment Management Dallas, Texas	$25.8M	-$7.74M	4	15.93%	Reduced
2408	Nicolet Bankshares Green Bay, Wisconsin	$25.8M	+$2.07M	8	5.54%	Increased
2409	Privium Fund Management (UK) London, United Kingdom	$25.7M	+$12.2M	4	14.44%	Increased
2410	Citizens & Northern Corp Wellsboro, Pennsylvania	$25.7M	-$572K	5	9.49%	Reduced
2411	Blume Capital Management Berkeley, California	$25.6M	-$1.32M	9	8.46%	Reduced
2412	ASA Armstrong Shaw Associates New Canaan, Connecticut	$25.6M	-$316K	5	21.44%	Reduced
2413	RPg Family Wealth Advisory Burlington, Massachusetts	$25.6M	-$510K	8	10.94%	Reduced
2414	Marks Group Wealth Management Minnetonka, Minnesota	$25.6M	+$2.07M	7	3.22%	Increased
2415	LCP Legacy Capital Partners Milwaukee, Wisconsin	$25.6M	-$18.7K	4	8.44%	Reduced
2416	Capula Management Grand Cayman, Cayman Islands	$25.6M	-$9.29M	3	0.37%	Reduced
2417	Centric Wealth Management Chicago, Illinois	$25.6M	+$14.6M	7	8.09%	Increased
2418	Rings Capital Management Chicago, Illinois	$25.6M	$0	1	12.3%	Maintained
2419	Renaissance Capital Stamford, Connecticut	$25.6M	-$7.55M	4	10.87%	Reduced
2420	SC Sawyer & Company Boston, Massachusetts	$25.6M	+$122K	9	11.5%	Increased
2421	Krane Funds Advisors New York	$25.6M	-$401M	7	1.06%	Reduced
2422	7G Capital Management New York	$25.6M	+$14.8M	2	13.92%	Increased
2423	American Investment Services Great Barrington, Massachusetts	$25.5M	+$9.7M	5	5.61%	Increased
2424	Morris Capital Advisors Malvern, Pennsylvania	$25.5M	-$603K	6	19.81%	Reduced
2425	Bennett Selby Investments Falmouth, Maine	$25.5M	+$1.82M	3	15.37%	Increased