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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	UTC Unified Trust Company Lexington, Kentucky	$5.47M	+$5.79M	2	4.97%	New
2802	RI Rudd International Sarasota, Florida	$5.46M	+$5.81M	3	4%	New
2803	Elgethun Capital Management Sioux Falls, South Dakota	$5.44M	-$73K	5	3.77%	Reduced
2804	EM ELCO Management New York	$5.44M	+$131K	3	3.69%	Increased
2805	SIM Stelliam Investment Management New York	$5.43M	-$50.1M	1	1.34%	Reduced
2806	CCG Ceeto Capital Group Coral Gables, Florida	$5.42M	$0	5	4.48%	Maintained
2807	VeraBank Henderson, Texas	$5.42M	+$5.69M	5	5.83%	New
2808	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$5.41M	-$369K	5	2.69%	Reduced
2809	MPEM Marathon Partners Equity Management New York	$5.41M	$0	2	2.54%	Maintained
2810	NERM New England Research & Management Chicago, Illinois	$5.4M	+$955K	6	4.25%	Increased
2811	RCA Rex Capital Advisors Providence, Rhode Island	$5.4M	+$367K	1	5.11%	Increased
2812	MC MRJ Capital New York	$5.38M	-$2.6M	1	3.67%	Reduced
2813	TI TTP Investments San Jose, California	$5.38M	-$23.4M	2	45.66%	Reduced
2814	LIM Lagoda Investment Management New York	$5.38M	-$15.1M	3	8.97%	Reduced
2815	RCM RB Capital Management Reno, Nevada	$5.37M	+$294K	4	5.42%	Increased
2816	BA Baugh & Associates Atlanta, Georgia	$5.37M	-$2.14K	1	4.63%	Reduced
2817	SAM Seelaus Asset Management Chatham, New Jersey	$5.37M	-$719K	6	5.75%	Reduced
2818	RGIA Rainier Group Investment Advisory Bellevue, Washington	$5.36M	-$148K	2	2.49%	Reduced
2819	BBWA Bell & Brown Wealth Advisors Newport Beach, California	$5.35M	-$1.87M	5	5.73%	Reduced
2820	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$5.35M	+$492K	9	4.79%	Increased
2821	NCM Northwest Capital Management Lake Oswego, Oregon	$5.34M	-$102K	2	7.5%	Reduced
2822	Capital Asset Advisory Services Williamston, Michigan	$5.33M	-$511K	7	5.1%	Reduced
2823	MIC MU Investments Company Tokyo, Japan	$5.33M	+$5.68M	1	3.98%	New
2824	BMC Beaton Management Company Haverhill, Massachusetts	$5.32M	-$220K	6	5.22%	Reduced
2825	CA Centerpoint Advisors Needham, Massachusetts	$5.32M	-$105K	9	5.05%	Reduced