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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	WPP Whalerock Point Partners Providence, Rhode Island	$2.87M	+$2.79M	3	1.19%	New
2477	IAS INR Advisory Services Media, Pennsylvania	$2.86M	$0	3	0.5%	Maintained
2478	NC Northpointe Capital Bloomfield Hills, Michigan	$2.86M	-$1M	1	0.3%	Reduced
2479	GCMG Gyroscope Capital Management Group Naples, Florida	$2.86M	-$186K	4	2.13%	Reduced
2480	Gilman Hill Asset Management New Canaan, Connecticut	$2.86M	-$40.1K	6	1.1%	Reduced
2481	Strategic Global Advisors Newport Beach, California	$2.84M	$0	3	1.06%	Maintained
2482	CP Corbenic Partners Bethlehem, Pennsylvania	$2.82M	-$338K	7	3%	Reduced
2483	McKinley Carter Wealth Services Wheeling, West Virginia	$2.82M	+$22.1K	5	1.45%	Increased
2484	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$2.82M	$0	1	0.45%	Maintained
2485	Ellington Management Group Old Greenwich, Connecticut	$2.81M	+$1.15M	5	0.77%	Increased
2486	MIP Marietta Investment Partners Milwaukee, Wisconsin	$2.8M	+$107K	3	0.91%	Increased
2487	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$2.8M	$0	1	1.31%	Maintained
2488	Krilogy Financial St. Louis, Missouri	$2.79M	-$159K	10	0.89%	Reduced
2489	Bain Capital Public Equity Management Boston, Massachusetts	$2.78M	+$2.78M	1	0.18%	New
2490	ECM Empire Capital Management Westport, Connecticut	$2.77M	+$1.03M	1	2.23%	Increased
2491	SC Schulhoff & Co Cincinnati, Ohio	$2.77M	-$22.8K	2	1.71%	Reduced
2492	Jacobi Capital Management Pittston, Pennsylvania	$2.76M	-$4.81K	11	1.3%	Reduced
2493	HA Hamel Associates Chatham, New Jersey	$2.76M	+$271K	3	1.46%	Increased
2494	George Kaiser Family Foundation Tulsa, Oklahoma	$2.75M	-$695K	1	0.61%	Reduced
2495	SFE Investment Counsel Los Angeles, California	$2.74M	$0	5	1.32%	Maintained
2496	LVP Limestone Value Partners Houston, Texas	$2.72M	-$1.16M	1	4.25%	Reduced
2497	SM Southport Management Wilson, Wyoming	$2.72M	$0	1	5.31%	Maintained
2498	BOK Financial Private Wealth Denver, Colorado	$2.72M	+$516K	5	0.41%	Increased
2499	CCM Coe Capital Management Highland Park, Illinois	$2.71M	-$145K	2	0.88%	Reduced
2500	CPA Columbia Pacific Advisors Seattle, Washington	$2.71M	+$2.55M	2	1.7%	New