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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	Bedel Financial Consulting Indianapolis, Indiana	$14.5M	+$1.7M	16	5.6%	Increased
2802	INVST Indianapolis, Indiana	$14.5M	-$100K	8	2.5%	Reduced
2803	SCP Investment Orinda, California	$14.4M	-$11.6M	2	4.31%	Reduced
2804	Aubrey Capital Management Edinburgh, United Kingdom	$14.4M	-$19.4M	2	4.07%	Reduced
2805	Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$14.4M	+$98.4K	5	13.09%	Increased
2806	Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$14.4M	+$649K	3	6.37%	Increased
2807	Marathon Capital Management Hunt Valley, Maryland	$14.4M	-$231K	7	3.79%	Reduced
2808	Corsair Capital Management New York	$14.4M	-$333K	2	2.99%	Reduced
2809	MJB Mark J. Bradley	$14.4M	-$1.32M	5	9.72%	Reduced
2810	Northside Capital Management Hood River, Oregon	$14.3M	-$190K	5	3.94%	Reduced
2811	Cohen Investment Advisors Bedford, New Hampshire	$14.3M	+$14.1M	5	11.65%	Increased
2812	Mark Sheptoff Financial Planning Glastonbury, Connecticut	$14.3M	-$508K	7	8.22%	Reduced
2813	AAM AR Asset Management West Hollywood, California	$14.3M	+$141K	5	4.28%	Increased
2814	Summit Securities Group New York	$14.3M	+$3.13M	10	1.57%	Increased
2815	22CM 20/20 Capital Management Costa Mesa, California	$14.3M	+$346K	6	4.14%	Increased
2816	Rench Wealth Management Denton, Texas	$14.3M	+$146K	2	7.44%	Increased
2817	Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$14.3M	+$398K	9	8.03%	Increased
2818	CH Canton Hathaway Providence, Rhode Island	$14.3M	-$327K	7	4.56%	Reduced
2819	Prentiss Smith & Co Brattleboro, Vermont	$14.3M	-$730K	5	7.34%	Reduced
2820	Gables Capital Management Miami, Florida	$14.2M	-$371K	6	7.87%	Reduced
2821	Fort Point Capital Partners San Francisco, California	$14.2M	-$71.2K	6	3.06%	Reduced
2822	Stamos Capital Partners Menlo Park, California	$14.2M	$0	4	7.18%	Maintained
2823	Privium Fund Management (UK) London, United Kingdom	$14.2M	-$6.4M	1	9.9%	Reduced
2824	FTB First Trust Bank Nassau, Bahamas	$14.2M	-$4.92M	2	19.67%	Reduced
2825	Permanens Capital New York	$14.2M	+$2.18M	4	2.92%	Increased