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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
2601	EMG Ellington Management Group Old Greenwich, Connecticut	$722K	-$989K	1	0.15%	Reduced
2602	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$717K	+$263K	2	0.75%	Increased
2603	Conestoga Capital Advisors Wayne, Pennsylvania	$716K	-$19.1K	2	0.05%	Reduced
2604	SAM Selway Asset Management	$716K	-$2.24M	2	0.38%	Reduced
2605	HJA Hugh Johnson Advisors Albany, New York	$715K	-$3.64M	2	0.24%	Reduced
2606	GACM Green Arrow Capital Management New York	$713K	+$698K	2	0.09%	New
2607	DIP DT Investment Partners Chadds Ford, Pennsylvania	$707K	+$39.7K	1	0.21%	Increased
2608	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$698K	-$15.2K	5	0.41%	Reduced
2609	HMS Hanseatic Management Services Albuquerque, New Mexico	$696K	-$4.15M	1	0.37%	Reduced
2610	SA SRH Advisors Salina, Kansas	$694K	$0	4	4.59%	Maintained
2611	MG MDE Group Morristown, New Jersey	$691K	-$44.6K	1	0.18%	Reduced
2612	LMR Partners London, United Kingdom	$689K	-$1.86M	1	0.1%	Reduced
2613	BWM Bernicke Wealth Management Altoona, Wisconsin	$678K	-$426K	1	0.72%	Reduced
2614	MWAN Mariner Wealth Advisors (NYC) Overland Park, Kansas	$678K	+$692K	6	0.32%	New
2615	KA KLCM Advisors Milwaukee, Wisconsin	$677K	-$1.97K	1	0.19%	Reduced
2616	Chicago Partners Investment Group Chicago, Illinois	$671K	-$34.3K	6	0.3%	Reduced
2617	CTC (Chicago Trading Company) Chicago, Illinois	$669K	+$628K	1	0.9%	New
2618	EMA Efficient Market Advisors San Diego, California	$669K	-$198K	4	0.15%	Reduced
2619	SMG Spectrum Management Group Indianapolis, Indiana	$664K	-$933K	3	0.25%	Reduced
2620	LWM Lenox Wealth Management Cincinnati, Ohio	$662K	-$32.7K	5	0.46%	Reduced
2621	NCA NCM Capital Advisers Durham, North Carolina	$662K	$0	1	0.89%	Maintained
2622	Klingman & Associates New York	$656K	-$115K	4	0.27%	Reduced
2623	RBCM Raub Brock Capital Management Larkspur, California	$654K	$0	1	0.22%	Maintained
2624	SSI Scott & Selber Inc Houston, Texas	$653K	-$2.59M	1	0.44%	Reduced
2625	WCA Westover Capital Advisors Wilmington, Delaware	$653K	-$329K	2	0.53%	Reduced