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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
2826	GC Gilbert & Cook West Des Moines, Iowa	$1.35M	+$1.31M	3	0.59%	New
2827	EML Eos Management LP New York	$1.34M	$0	1	0.72%	Maintained
2828	PAM PVG Asset Management Golden, Colorado	$1.34M	-$28.9K	1	0.56%	Reduced
2829	Blackhill Capital Morristown, New Jersey	$1.33M	+$58K	3	0.25%	Increased
2830	BCM Bienville Capital Management New York	$1.33M	+$296K	3	0.29%	Increased
2831	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$1.33M	+$22.6K	2	0.14%	Increased
2832	WCM Waterstone Capital Management St. Louis Park, Minnesota	$1.33M	+$1.27M	1	0.65%	New
2833	LSC Lesa Sroufe & Co Seattle, Washington	$1.32M	+$169K	2	1.15%	Increased
2834	BWP BSW Wealth Partners Boulder, Colorado	$1.31M	+$821K	4	0.68%	Increased
2835	RGIA Rainier Group Investment Advisory Bellevue, Washington	$1.29M	+$1.27M	2	0.6%	New
2836	GS Gagnon Securities New York	$1.29M	-$6.24K	1	0.55%	Reduced
2837	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$1.28M	+$322K	3	2.02%	Increased
2838	TCM Teza Capital Management Chicago, Illinois	$1.28M	+$1.29M	4	1.79%	New
2839	Conestoga Capital Advisors Wayne, Pennsylvania	$1.27M	$0	4	0.08%	Maintained
2840	KSA Ken Stern & Associates San Diego, California	$1.27M	+$3.28K	2	0.66%	Increased
2841	MC Matisse Capital Portland, Oregon	$1.27M	-$47.7K	2	0.69%	Reduced
2842	DLG Daniel L. Goodwin	$1.25M	$0	3	0.5%	Maintained
2843	Reinhart Partners Mequon, Wisconsin	$1.24M	+$868K	3	0.11%	Increased
2844	Pure Financial Advisors San Diego, California	$1.24M	+$373K	4	0.37%	Increased
2845	WA WESPAC Advisors Orinda, California	$1.23M	-$2.55M	3	1.38%	Reduced
2846	C CFO4Life Coppell, Texas	$1.23M	+$391K	3	1.01%	Increased
2847	NAM Nichols Asset Management Sudbury, Massachusetts	$1.22M	$0	3	2.4%	Maintained
2848	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$1.22M	+$392K	7	1.09%	Increased
2849	TC TFS Capital West Chester, Pennsylvania	$1.22M	-$1.41M	3	0.33%	Reduced
2850	Fenimore Asset Management Cobleskill, New York	$1.21M	$0	1	0.05%	Maintained