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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
2426	Cincinnati Casualty Company Fairfield, Ohio	$18.6M	$0	1	13.08%	Maintained
2427	Insight Advisors Newtown, Pennsylvania	$18.6M	-$94.5K	7	7.32%	Reduced
2428	Oakcliff Capital Partners New York	$18.6M	$0	1	15.63%	Maintained
2429	Invenomic Capital Management Boston, Massachusetts	$18.6M	-$5.74M	2	1.6%	Reduced
2430	Regent Peak Wealth Advisors Atlanta, Georgia	$18.6M	+$197K	6	6.54%	Increased
2431	Stanley Capital Management Houston, Texas	$18.6M	-$439K	4	6.43%	Reduced
2432	GoodHaven Capital Management Millburn, New Jersey	$18.6M	+$177K	3	13.43%	Increased
2433	Intercontinental Wealth Advisors San Antonio, Texas	$18.6M	+$244K	7	5.82%	Increased
2434	Northwest Bancshares Warren, Pennsylvania	$18.5M	-$219K	5	4.33%	Reduced
2435	ASA Armstrong Shaw Associates New Canaan, Connecticut	$18.5M	-$237K	5	19.88%	Reduced
2436	Redwood Grove Capital Palo Alto, California	$18.5M	$0	2	10.17%	Maintained
2437	SC Sawyer & Company Boston, Massachusetts	$18.5M	+$1.22M	9	10.09%	Increased
2438	Prudence Investment Management (HK) 12 Harcourt Road Central, Hong Kong	$18.5M	+$12.5M	3	23.67%	Increased
2439	Insight Wealth Strategies San Ramon, California	$18.5M	-$2.17M	5	3.43%	Reduced
2440	RB Capital Management Reno, Nevada	$18.5M	+$578K	7	7.08%	Increased
2441	Horan Capital Advisors Cincinnati, Ohio	$18.5M	+$607K	4	8.94%	Increased
2442	Cardiff Park Advisors Carlsbad, California	$18.5M	-$1.78M	6	2.89%	Reduced
2443	III Independent Investors Inc Nesconset, New York	$18.5M	-$427K	6	5.25%	Reduced
2444	Sitrin Capital Management Century City, California	$18.5M	+$61.9K	5	12.15%	Increased
2445	Duality Advisers Miami, Florida	$18.4M	+$6.19M	6	2.01%	Increased
2446	In-Depth Partners Miami, Florida	$18.4M	+$1.12M	4	32.46%	Increased
2447	EverSource Wealth Advisors Birmingham, Alabama	$18.4M	+$3.12M	19	4.21%	Increased
2448	SCM Springhouse Capital Management Westport, Connecticut	$18.4M	$0	4	12.21%	Maintained
2449	BRR OpCo Columbus, Ohio	$18.3M	+$1.17M	7	2.25%	Increased
2450	NatWest Group Edinburgh, Scotland, United Kingdom	$18.3M	+$781K	3	10.64%	Increased