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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
2526	OIMU Orbis Investment Management (US) San Francisco, California	$2.22M	-$2.57M	1	1.92%	Reduced
2527	CA Capital Advantage Walnut Creek, California	$2.22M	-$449K	3	0.79%	Reduced
2528	AIM Alambic Investment Management Belvedere, California	$2.21M	+$1.07M	3	0.72%	Increased
2529	Waverly Advisors Birmingham, Alabama	$2.2M	-$2.19M	2	1.35%	Reduced
2530	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$2.2M	+$2.06M	4	2.03%	New
2531	FNB Farmers National Bank Danville, Kentucky	$2.19M	+$203K	3	1.45%	Increased
2532	AGM Alpine Global Management New York	$2.19M	+$1.43M	1	0.5%	Increased
2533	KG Killen Group Berwyn, Pennsylvania	$2.18M	-$2.01M	1	0.25%	Reduced
2534	DTL Dynamic Technology Lab Singapore	$2.16M	+$536K	4	0.58%	Increased
2535	DWA Dorsey Wright & Associates Pasadena, California	$2.15M	-$78.9K	1	1.14%	Reduced
2536	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$2.12M	+$1.57M	1	1.59%	New
2537	QCMC Quantum Capital Management (California) San Francisco, California	$2.1M	-$276K	2	0.28%	Reduced
2538	PAM Princeton Alpha Management Princeton Junction, New Jersey	$2.09M	-$2.27M	2	0.34%	Reduced
2539	CCM Coe Capital Management Highland Park, Illinois	$2.08M	+$79.5K	1	0.67%	Increased
2540	TL Tirschwell & Loewy New York	$2.07M	+$201K	2	0.36%	Increased
2541	Merriman Wealth Management Seattle, Washington	$2.07M	-$59.8K	4	1.92%	Reduced
2542	KS Karpas Strategies Litchfield, Connecticut	$2.06M	+$1.78K	2	1.07%	Increased
2543	SJL Shayne & Jacobs LLC Nashville, Tennessee	$2.06M	$0	2	1.76%	Maintained
2544	VWM Vector Wealth Management Minneapolis, Minnesota	$2.05M	-$196K	3	1.52%	Reduced
2545	EMG Ellington Management Group Old Greenwich, Connecticut	$2.04M	+$1.17M	3	0.87%	Increased
2546	CM Capital Management Glen Allen, Virginia	$2.04M	-$1.15M	3	0.79%	Reduced
2547	Simplicity Solutions Minneapolis, Minnesota	$2.03M	-$21.8M	4	1.25%	Reduced
2548	LA Lau Associates Greenville, Delaware	$2.03M	-$21.3K	2	2.1%	Reduced
2549	HCM Harvest Capital Management Concord, New Hampshire	$2.03M	+$7.38K	3	0.94%	Increased
2550	CCM Carlson Capital Management Northfield, Minnesota	$2.02M	+$75.5K	2	0.73%	Increased