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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
2776	WAM Westport Asset Management Southport, Connecticut	$5.24M	$0	2	3.69%	Maintained
2777	MCC Malaga Cove Capital Pv Estates, California	$5.21M	+$377K	4	2.83%	Increased
2778	MAG Millrace Asset Group Berwyn, Pennsylvania	$5.21M	+$215K	2	4.06%	Increased
2779	LMAM Legg Mason Asset Management Tokyo, Japan	$5.18M	-$428K	5	4.88%	Reduced
2780	RI Ridgewood Investments Springfield, New Jersey	$5.18M	+$418K	6	4.12%	Increased
2781	WPA Winning Points Advisors Boca Raton, Florida	$5.17M	-$32.5K	2	3.8%	Reduced
2782	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$5.14M	-$193K	2	1.99%	Reduced
2783	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$5.14M	+$13.2K	4	5.94%	Increased
2784	PCA Prospect Capital Advisors Sausalito, California	$5.14M	+$116K	1	2.5%	Increased
2785	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$5.13M	-$52.1K	6	4.38%	Reduced
2786	Dean Investment Associates Beavercreek, Ohio	$5.12M	-$11.8K	1	0.71%	Reduced
2787	FL Fort LP Chevy Chase, Maryland	$5.11M	+$3.76M	8	1.14%	Increased
2788	QCIG Quad-Cities Investment Group Davenport, Iowa	$5.1M	+$121K	9	4.49%	Increased
2789	IDBONY Israel Discount Bank of New York New York	$5.09M	+$150K	7	3.33%	Increased
2790	Miller Investment Management West Conshohocken, Pennsylvania	$5.09M	-$293K	4	1.54%	Reduced
2791	WWM Windsor Wealth Management Indianapolis, Indiana	$5.09M	+$98.7K	5	3.31%	Increased
2792	Ritholtz Wealth Management New York	$5.09M	-$84.9K	6	1.29%	Reduced
2793	George Kaiser Family Foundation Tulsa, Oklahoma	$5.08M	$0	2	1.59%	Maintained
2794	MC Menta Capital San Francisco, California	$5.08M	-$2.54M	7	1.77%	Reduced
2795	RAG Roof Advisory Group Harrisburg, Pennsylvania	$5.06M	+$20.7K	1	2.71%	Increased
2796	Carlson Capital Management Northfield, Minnesota	$5.05M	+$202K	6	1.31%	Increased
2797	CWA Cypress Wealth Advisors San Francisco, California	$5M	+$178K	7	5.26%	Increased
2798	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.98M	+$1.19M	4	1.44%	Increased
2799	PI PHH Investments Addison, Texas	$4.97M	+$396K	5	1.44%	Increased
2800	VNB Virginia National Bank Charlottesville, Virginia	$4.96M	+$4.81M	4	1.82%	New