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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
2701	LWM Lenox Wealth Management Cincinnati, Ohio	$4.61M	-$652K	10	1.4%	Reduced
2702	Penn Capital Management Philadelphia, Pennsylvania	$4.61M	+$4.35M	2	0.32%	New
2703	CC Cedar Capital Barrington, Illinois	$4.6M	+$1.19M	7	2.21%	Increased
2704	ZP Zimmer Partners New York	$4.6M	+$4.53M	1	0.11%	New
2705	PIA Peachtree Investment Advisors Atlanta, Georgia	$4.6M	+$16.4K	2	3.51%	Increased
2706	TL TrueWealth LLC Atlanta, Georgia	$4.59M	+$4.49M	11	2.16%	New
2707	BIM Beach Investment Management West Conshohocken, Pennsylvania	$4.59M	$0	3	7.03%	Maintained
2708	FFC First Financial Corp Terre Haute, Indiana	$4.59M	-$160K	8	2.96%	Reduced
2709	Plancorp LLC Saint Louis, Missouri	$4.58M	+$40.7K	6	1.5%	Increased
2710	Emerald Advisers Leola, Pennsylvania	$4.58M	-$133K	4	0.18%	Reduced
2711	VNA VNBTrust National Association Charlottesville, Virginia	$4.53M	+$285K	4	2.64%	Increased
2712	MCM Mork Capital Management Healdsburg, California	$4.51M	$0	4	3.01%	Maintained
2713	F Filament Seattle, Washington	$4.51M	-$555K	2	1.68%	Reduced
2714	EI EDMP Inc Lutz, Florida	$4.5M	-$161K	2	3.84%	Reduced
2715	BCM Basso Capital Management Stamford, Connecticut	$4.48M	+$2.13M	1	0.73%	Increased
2716	WAM Westport Asset Management Southport, Connecticut	$4.47M	+$934K	2	3.38%	Increased
2717	Opus Capital Group Cincinnati, Ohio	$4.47M	-$333K	3	0.98%	Reduced
2718	HCP Holt Capital Partners Fort Worth, Texas	$4.47M	-$46.9K	5	1.41%	Reduced
2719	MC Menta Capital San Francisco, California	$4.47M	+$513K	6	0.87%	Increased
2720	NEA Management Company Timonium, Maryland	$4.45M	+$4.39M	1	0.18%	New
2721	BI Boulegeris Investments Sandy Springs, Georgia	$4.45M	+$687K	3	2.32%	Increased
2722	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$4.45M	+$658K	6	0.92%	Increased
2723	MM Midas Management New York	$4.45M	-$51.6K	2	1.77%	Reduced
2724	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$4.44M	-$73.4K	4	4.8%	Reduced
2725	EM ELCO Management New York	$4.44M	-$383K	3	2.45%	Reduced