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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
2501	UFG United Fire Group Cedar Rapids, Iowa	$2.28M	$0	3	0.91%	Maintained
2502	Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$2.27M	+$234K	2	1.56%	Increased
2503	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$2.27M	+$3.84K	3	1.25%	Increased
2504	SSCM Summit Street Capital Management New York	$2.27M	$0	1	2.53%	Maintained
2505	Smith, Moore & Co Clayton, Missouri	$2.26M	-$610K	5	0.94%	Reduced
2506	DVM Dreman Value Management West Palm Beach, Florida	$2.26M	-$12.8K	5	1.4%	Reduced
2507	EEG E.E. Geduld	$2.26M	+$417K	2	2.97%	Increased
2508	CP Camelot Portfolios Maumee, Ohio	$2.25M	+$108K	2	1.31%	Increased
2509	WCM Washington Capital Management Seattle, Washington	$2.25M	-$374K	1	3.2%	Reduced
2510	CCM Connective Capital Management Palo Alto, California	$2.24M	-$194K	1	6.72%	Reduced
2511	Capital Advantage Walnut Creek, California	$2.24M	-$12.7K	3	0.65%	Reduced
2512	PCI Pacifica Capital Investments Leander, Texas	$2.23M	-$36.6K	1	1.18%	Reduced
2513	AC Argentiere Capital Zug, Switzerland	$2.22M	-$7.25M	1	1.73%	Reduced
2514	HA Hamel Associates Chatham, New Jersey	$2.22M	-$11.7K	2	1.15%	Reduced
2515	Pier Capital Stamford, Connecticut	$2.2M	+$1.87M	1	0.4%	New
2516	Tirschwell & Loewy New York	$2.19M	+$101K	2	0.38%	Increased
2517	DWA Dorsey Wright & Associates Pasadena, California	$2.18M	-$383K	1	1.16%	Reduced
2518	NM Newtyn Management New York	$2.18M	+$978K	1	0.42%	Increased
2519	SIA Starfire Investment Advisers Southfield, Michigan	$2.17M	-$64.5K	5	1.5%	Reduced
2520	WFI West Family Investments Carlsbad, California	$2.17M	$0	1	0.4%	Maintained
2521	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.17M	-$46.8K	2	2.56%	Reduced
2522	Waverly Advisors Birmingham, Alabama	$2.16M	-$11.1K	2	0.98%	Reduced
2523	IIM Ironwood Investment Management Boston, Massachusetts	$2.15M	-$76K	4	1.61%	Reduced
2524	TAAM Top Ace Asset Management Hong Kong	$2.15M	$0	1	3.05%	Maintained
2525	LWA Lebenthal Wealth Advisors New York	$2.14M	+$2.14M	6	6.31%	New