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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	American Money Management Rancho Santa Fe, California	$32.8M	+$553K	5	6.22%	Increased
2427	Cove Private Wealth Oyster Bay Cove, New York	$32.7M	+$6.17M	5	17.21%	Increased
2428	Trust Point Inc La Crosse, Wisconsin	$32.7M	-$14M	6	2.98%	Reduced
2429	Steel Grove Capital Advisors Memphis, Tennessee	$32.7M	-$994K	6	4.95%	Reduced
2430	Fairfield, Bush & Co Darien, Connecticut	$32.7M	-$410K	6	20.73%	Reduced
2431	Holowesko Partners Nassau, Bahamas	$32.7M	-$4.44M	2	12.21%	Reduced
2432	Freedom Investment Management Hartford, Connecticut	$32.6M	+$1.62M	13	2.74%	Increased
2433	Geneva Partners Lake Geneva, Wisconsin	$32.6M	-$5.13M	3	16.81%	Reduced
2434	MA Menlo Advisors Menlo Park, California	$32.6M	-$521K	3	15.49%	Reduced
2435	Graves Light Lenhart Wealth Harrisonburg, Virginia	$32.6M	-$77.5K	6	4%	Reduced
2436	Van Berkom & Associates Montreal, Quebec, Canada	$32.5M	-$7.02M	1	1.04%	Reduced
2437	Hudson Value Partners Palm Beach, Florida	$32.4M	-$320K	5	12.19%	Reduced
2438	Wittenberg Investment Management Carlisle, Massachusetts	$32.4M	-$6.64M	4	14.63%	Reduced
2439	Eos Management LP New York	$32.4M	+$857K	5	14.51%	Increased
2440	St. Clair Advisors Mayfield Hts, Ohio	$32.4M	-$394K	6	9.08%	Reduced
2441	SCM Soros Capital Management New York	$32.4M	-$22.8M	3	8.3%	Reduced
2442	Leeward Financial Partners Bellevue, Washington	$32.3M	-$2.17M	4	12.07%	Reduced
2443	Herold Advisors New York	$32.3M	-$671K	7	7.09%	Reduced
2444	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$32.3M	-$1.42M	2	11.42%	Reduced
2445	Sirios Capital Management Boston, Massachusetts	$32.3M	-$13M	3	5.76%	Reduced
2446	Riverstone Advisors New Braunfels, Texas	$32.3M	-$72.1K	5	19.4%	Reduced
2447	White Pine Investment Company Livonia, Michigan	$32.2M	-$1.1M	3	8.67%	Reduced
2448	Scopia Capital Management New York	$32.2M	+$9.07M	1	4.65%	Increased
2449	Blume Capital Management Berkeley, California	$32.2M	+$17.9K	11	7.2%	Increased
2450	Founders Financial Securities Towson, Maryland	$32.2M	+$4.59M	8	2.73%	Increased