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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	New Potomac Partners Bethesda, Maryland	$18.4M	-$795K	5	12.71%	Reduced
2702	Tandem Capital Management Woodcliff Lake, New Jersey	$18.4M	-$1.54M	4	11.57%	Reduced
2703	Ayrshire Capital Management Westport, Connecticut	$18.4M	-$2.08M	3	10.42%	Reduced
2704	JB Capital Wethersfield, Connecticut	$18.4M	+$18.8M	6	2.38%	New
2705	Rench Wealth Management Denton, Texas	$18.4M	+$740K	4	9.11%	Increased
2706	WFI West Family Investments Carlsbad, California	$18.3M	+$695K	6	4.76%	Increased
2707	Lorne Steinberg Wealth Management Montreal, Quebec, Canada	$18.3M	-$218K	5	8.88%	Reduced
2708	Selway Asset Management	$18.3M	-$1.73M	3	10%	Reduced
2709	Shelter Mutual Insurance Columbia, Missouri	$18.3M	$0	2	5.16%	Maintained
2710	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$18.3M	-$82.7K	4	9.79%	Reduced
2711	DLG Daniel L. Goodwin	$18.3M	+$2.1M	7	8.49%	Increased
2712	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$18.3M	-$297K	7	7.91%	Reduced
2713	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$18.3M	+$1.33M	4	8.81%	Increased
2714	Atom Investors Austin, Texas	$18.3M	+$529K	5	1.48%	Increased
2715	Howard Hughes Medical Institute Chevy Chase, Maryland	$18.3M	$0	2	6.15%	Maintained
2716	Exane Asset Management Paris, France	$18.2M	-$11.3M	2	4.32%	Reduced
2717	IMOV Investment Management of Virginia Richmond, Virginia	$18.2M	-$8.51M	6	3.51%	Reduced
2718	Pinkerton Retirement Specialists Coeur D Alene, Idaho	$18.2M	+$6.11M	4	3.53%	Increased
2719	Hudson Way Capital Management Dallas, Texas	$18.2M	-$2.21M	1	4.44%	Reduced
2720	CMANY Capital Management Associates (New York) New York	$18.2M	+$17.8K	5	17.94%	Increased
2721	Continuum Advisory Eagle, Idaho	$18.2M	+$11.3M	5	4.87%	Increased
2722	High Pines Wealth Management Duxbury, Massachusetts	$18.2M	+$1.9M	4	12.47%	Increased
2723	Sage Rhino Capital Menlo Park, California	$18.1M	+$808K	7	5.5%	Increased
2724	GSA Capital Partners London, United Kingdom	$18.1M	-$2.8M	12	1.84%	Reduced
2725	Brooktree Capital Management Gand Rapids, Michigan	$18.1M	+$223K	4	11.53%	Increased