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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	Legacy Advisors Plymouth Meeting, Pennsylvania	$17.6M	+$1.32M	5	3.71%	Increased
2602	OCMI Oaktop Capital Management II Chatham, New Jersey	$17.6M	$0	1	3.19%	Maintained
2603	Monetta Financial Services Wheaton, Illinois	$17.6M	+$675K	4	18.42%	Increased
2604	Arden Trust Wilmington, Delaware	$17.6M	+$2.69M	6	4.04%	Increased
2605	Kistler-Tiffany Companies Berwyn, Pennsylvania	$17.5M	-$396K	18	3.82%	Reduced
2606	Titleist Capital San Antonio, Texas	$17.5M	-$6.48M	7	4.26%	Reduced
2607	KCM Kingdon Capital Management New York	$17.5M	-$7.51M	1	2.97%	Reduced
2608	Blue Zone Wealth Advisors Los Angeles, California	$17.5M	+$1.56M	6	7.94%	Increased
2609	Long Road Investment Counsel Kalamazoo, Michigan	$17.5M	-$162K	4	8.98%	Reduced
2610	Eagle Capital Management (Louisiana) Mandeville, Louisiana	$17.5M	-$47.3K	3	10.39%	Reduced
2611	Ridgecrest Wealth Partners Mill Valley, California	$17.5M	+$190K	6	12.72%	Increased
2612	Okabena Investment Services Minneapolis, Minnesota	$17.5M	+$3.28M	8	8.98%	Increased
2613	Asio Capital Lexington, Kentucky	$17.5M	+$2.09M	4	5.51%	Increased
2614	PAM Premier Asset Management Chicago, Illinois	$17.4M	-$19.1M	7	14.05%	Reduced
2615	Newbridge Financial Services Group Boca Raton, Florida	$17.4M	+$2.44M	23	10.77%	Increased
2616	Formidable Asset Management Cincinnati, Ohio	$17.3M	+$8.65M	6	3.9%	Increased
2617	Periscope Capital Toronto, Ontario, Canada	$17.3M	-$102K	2	0.46%	Reduced
2618	Harvey Partners Tarrytown, New York	$17.3M	+$3.43M	1	3.81%	Increased
2619	JB Capital Wethersfield, Connecticut	$17.3M	+$1.97M	6	1.86%	Increased
2620	Geneva Partners Lake Geneva, Wisconsin	$17.3M	+$4.22M	4	17.04%	Increased
2621	HIC Harbor Island Capital Topsfield, Massachusetts	$17.3M	-$262K	2	10.58%	Reduced
2622	Peloton Wealth Strategists Indianapolis, Indiana	$17.3M	-$115K	5	8.43%	Reduced
2623	Old Port Advisors Portland, Maine	$17.3M	+$40.1K	7	6.68%	Increased
2624	Palouse Capital Management Spokane, Washington	$17.3M	-$1.43M	6	8.56%	Reduced
2625	Mezzasalma Advisors Tinton Falls, New Jersey	$17.3M	+$341K	5	14.58%	Increased