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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	Hunter Perkins Capital Management Lombard, Illinois	$19.9M	-$20.4M	3	4.28%	Reduced
2702	DCM Dudley Capital Management Middleburg, Virginia	$19.9M	+$117K	5	13.99%	Increased
2703	Chesapeake Wealth Management Williamsburg, Virginia	$19.9M	-$495K	6	8.31%	Reduced
2704	Essex Savings Bank Essex, Connecticut	$19.9M	-$296K	6	6.72%	Reduced
2705	Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland	$19.9M	+$6.61M	2	12.97%	Increased
2706	FCA FLC Capital Advisors Palm Desert, California	$19.9M	+$9.12K	5	6.03%	Increased
2707	Gunderson Capital Management Mt. Pleasant, South Carolina	$19.9M	-$471K	4	13.52%	Reduced
2708	CGN Advisors Manhattan, Kansas	$19.9M	+$1.95M	5	2.67%	Increased
2709	Investment Research & Advisory Group Atlanta, Georgia	$19.8M	-$19K	7	11.26%	Reduced
2710	Parisi Gray Wealth Management Mendham, New Jersey	$19.8M	+$984K	7	9%	Increased
2711	Cloverfields Capital Group Minneapolis, Minnesota	$19.8M	-$2.38M	4	8.9%	Reduced
2712	Brown Capital Management Baltimore, Maryland	$19.8M	-$717K	4	0.3%	Reduced
2713	Cary Street Partners Asset Management Richmond, Virginia	$19.8M	-$62.9K	6	3.69%	Reduced
2714	Bedel Financial Consulting Indianapolis, Indiana	$19.7M	+$285K	7	4%	Increased
2715	Forest Avenue Capital Management Miami, Florida	$19.7M	+$10.7M	3	8.9%	Increased
2716	Advisors Management Group La Crosse, Wisconsin	$19.7M	+$1.86M	5	5.94%	Increased
2717	Convergence Investment Partners Palm Beach Gardens, Florida	$19.7M	+$318K	8	11.64%	Increased
2718	RDA Financial Network Akron, Iowa	$19.7M	+$75.5K	6	8.52%	Increased
2719	Blodgett Wealth Advisors Concord, California	$19.7M	+$15.5K	5	21.58%	Increased
2720	Stamos Capital Partners Menlo Park, California	$19.6M	-$77.9K	5	4.37%	Reduced
2721	Monetta Financial Services Wheaton, Illinois	$19.6M	$0	3	21.31%	Maintained
2722	Morton Capital Management Calabasas, California	$19.6M	-$245K	7	6.93%	Reduced
2723	Harvey Investment Company Louisville, Kentucky	$19.5M	-$560K	4	2.56%	Reduced
2724	Evolutionary Tree Capital Management Alexandria, Virginia	$19.5M	+$319K	5	25.19%	Increased
2725	BCM Bares Capital Management Austin, Texas	$19.5M	+$68.2K	1	0.83%	Increased