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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
2476	PCI Pacifica Capital Investments Leander, Texas	$1.26M	+$854K	1	0.81%	Increased
2477	VCM Vigilant Capital Management Portland, Maine	$1.25M	-$132K	6	0.24%	Reduced
2478	RWM Raffa Wealth Management Washington, District of Columbia	$1.25M	-$124K	6	0.74%	Reduced
2479	Boothbay Fund Management New York	$1.24M	-$2.96M	1	0.81%	Reduced
2480	Fenimore Asset Management Cobleskill, New York	$1.22M	-$4.85K	1	0.06%	Reduced
2481	GIM Guardian Investment Management Tiburon, California	$1.22M	+$87.1K	1	1.35%	Increased
2482	DOA D'Orazio & Associates Falls Church, Virginia	$1.21M	+$350K	5	0.95%	Increased
2483	PCM Price Capital Management Lafayette, Louisiana	$1.19M	+$1.13M	1	0.74%	New
2484	SAMC Spectrum Asset Management (California) Newport Beach, California	$1.18M	-$17.4K	1	1.04%	Reduced
2485	HI Hudock Inc Williamsport, Pennsylvania	$1.18M	-$971K	9	0.52%	Reduced
2486	NONA Ninety One North America New York	$1.18M	-$1.92M	1	0.36%	Reduced
2487	BFPW BOK Financial Private Wealth Denver, Colorado	$1.17M	-$106K	2	0.19%	Reduced
2488	SRAM Stone Ridge Asset Management New York	$1.17M	+$211K	4	2.91%	Increased
2489	DCM Dinsmore Capital Management Morristown, New Jersey	$1.16M	$0	1	0.46%	Maintained
2490	PI Panthera Investment Frankfurt, Germany	$1.16M	-$205K	3	0.21%	Reduced
2491	CP Coho Partners Berwyn, Pennsylvania	$1.16M	-$27K	2	0.06%	Reduced
2492	LFR Lehman Financial Resources Media, Pennsylvania	$1.16M	+$99.4K	5	0.53%	Increased
2493	JAM JW Asset Management Miami Beach, Florida	$1.15M	-$889K	1	0.5%	Reduced
2494	CCM Canal Capital Management Richmond, Virginia	$1.15M	+$79.8K	1	1.06%	Increased
2495	KBG Kahn Brothers Group New York	$1.15M	$0	1	0.19%	Maintained
2496	CHP Cable Hill Partners Portland, Oregon	$1.15M	+$35.3K	7	0.88%	Increased
2497	IF IRON Financial Northbrook, Illinois	$1.15M	-$380K	2	0.89%	Reduced
2498	DLHL Donald L. Hagan LLC Sarasota, Florida	$1.14M	+$76.4K	2	1.14%	Increased
2499	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$1.14M	+$176K	3	0.89%	Increased
2500	IFS Ifrah Financial Services Little Rock, Arkansas	$1.13M	-$4.62K	2	0.43%	Reduced