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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
2801	CIM Cambria Investment Management Manhattan Beach, California	$1.69M	+$378K	2	0.57%	Increased
2802	GC Gobi Capital San Francisco, California	$1.69M	-$170K	1	1.1%	Reduced
2803	FM Forward Management San Francisco, California	$1.68M	-$79.1K	1	0.14%	Reduced
2804	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$1.66M	+$11.9M	2	1.19%	Increased
2805	Reinhart Partners Mequon, Wisconsin	$1.66M	+$280K	3	0.15%	Increased
2806	SLA Silver Lake Advisory Cottonwood Heights, Utah	$1.65M	-$26.4K	2	1.24%	Reduced
2807	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$1.65M	$0	1	0.86%	Maintained
2808	TCM Towercrest Capital Management Newtown, Pennsylvania	$1.64M	-$437K	2	1.37%	Reduced
2809	CCG Chatham Capital Group Savannah, Georgia	$1.63M	+$42.8K	3	0.46%	Increased
2810	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.63M	-$705	2	6.65%	Reduced
2811	CFA Cahill Financial Advisors Edina, Minnesota	$1.62M	+$8.67K	3	0.93%	Increased
2812	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.58M	$0	1	1.31%	Maintained
2813	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.57M	$0	3	0.34%	Maintained
2814	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.57M	+$1.53M	3	1.73%	New
2815	AP AlpInvest Partners Amsterdam, Netherlands	$1.56M	+$1.09M	2	4.85%	Increased
2816	KL KWMG LLC Overland Park, Kansas	$1.56M	-$284K	1	0.6%	Reduced
2817	HA Harfst & Associates Sheridan, Wyoming	$1.56M	+$488K	7	0.68%	Increased
2818	DOA D'Orazio & Associates Falls Church, Virginia	$1.55M	+$482	7	0.61%	Increased
2819	BWP BSW Wealth Partners Boulder, Colorado	$1.55M	+$167K	4	0.77%	Increased
2820	GS Girard Securities San Diego, California	$1.53M	-$730K	3	1.31%	Reduced
2821	RC Reik & Co New York	$1.52M	-$3.95M	2	0.51%	Reduced
2822	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$1.52M	+$1.48M	4	1%	New
2823	RWG Regal Wealth Group Seal Beach, California	$1.52M	-$22.1K	8	1.16%	Reduced
2824	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$1.5M	+$99.3K	2	0.17%	Increased
2825	PCM Perkins Capital Management Wayzata, Minnesota	$1.5M	$0	1	1.55%	Maintained