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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	Westwood Wealth Management Los Angeles, California	$25.1M	-$1.37M	5	16.61%	Reduced
2402	Alliance Wealth Advisors (Utah) Centerville, Utah	$25.1M	-$538K	6	9.3%	Reduced
2403	Hillman Company Pittsburgh, Pennsylvania	$25.1M	$0	1	15.02%	Maintained
2404	Bill Few Associates Pittsburgh, Pennsylvania	$25.1M	+$679K	6	13.12%	Increased
2405	Annandale Capital Dallas, Texas	$25.1M	-$160K	4	6.25%	Reduced
2406	DigitalBridge Group Boca Raton, Florida	$25.1M	+$3.17M	2	2.9%	Increased
2407	Laidlaw Wealth Management New York City, New York	$25.1M	-$14.4M	6	8.29%	Reduced
2408	Canal Capital Management Richmond, Virginia	$25.1M	-$842K	4	5.11%	Reduced
2409	Northwest Bancshares Warren, Pennsylvania	$25.1M	-$1.09M	6	4.8%	Reduced
2410	Wills Financial Group Richmond, Virginia	$25.1M	-$250K	5	13.56%	Reduced
2411	Vise Technologies New York	$25M	+$1.4M	8	6.16%	Increased
2412	Harrell Investment Partners Austin, Texas	$25M	-$1.32M	4	8.53%	Reduced
2413	PAM Pegasus Asset Management Montebello, New York	$25M	+$110K	5	11.62%	Increased
2414	Missouri Trust & Investment Company Springfield, Missouri	$25M	+$15.4M	11	11.25%	Increased
2415	First National Advisers Omaha, Nebraska	$25M	+$12.1M	4	11.16%	Increased
2416	Hourglass Capital Houston, Texas	$25M	-$1.87M	7	8.82%	Reduced
2417	Baldwin Investment Management West Conshohocken, Pennsylvania	$25M	+$27.5K	6	4.18%	Increased
2418	Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$25M	+$11.9M	1	1.07%	Increased
2419	CI Carroll Investors Mt Pleasant, South Carolina	$25M	+$883K	3	22.13%	Increased
2420	Unio Capital Princeton, New Jersey	$25M	-$4.42M	3	13.51%	Reduced
2421	Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$24.9M	-$12.9M	1	1.72%	Reduced
2422	Loews Corp New York	$24.9M	+$9.6M	2	0.25%	Increased
2423	RB Capital Management Reno, Nevada	$24.9M	+$91.4K	6	7.77%	Increased
2424	BNC Wealth Management Beaverton, Oregon	$24.8M	+$74.4K	4	13.31%	Increased
2425	Marvin & Palmer Associates Wilmington, Delaware	$24.8M	+$4.63M	3	16.1%	Increased