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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
2901	Reinhart Partners Mequon, Wisconsin	$380K	$0	1	0.04%	Maintained
2902	TCM TD Capital Management Memphis, Tennessee	$370K	-$2.82K	4	0.11%	Reduced
2903	RMC Regis Management Company Menlo Park, California	$369K	+$362K	1	0.07%	New
2904	MFP Michael F. Price	$367K	$0	1	0.05%	Maintained
2905	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$362K	+$359K	2	0.06%	New
2906	PAM PT Asset Management Chicago, Illinois	$357K	+$240K	1	0.08%	Increased
2907	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$357K	+$109K	3	0.29%	Increased
2908	TH Timber Hill Greenwich, Connecticut	$357K	+$277K	1	0%	New
2909	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$354K	$0	1	0.57%	Maintained
2910	BJ Brouwer & Janachowski Mill Valley, California	$351K	-$37.3K	1	0.09%	Reduced
2911	PS Portfolio Solutions Royal Oak, Michigan	$351K	+$10.7K	1	0.05%	Increased
2912	BFG Bouchey Financial Group Troy, New York	$348K	$0	1	0.14%	Maintained
2913	Dakota Wealth Management Palm Beach Gardens, Florida	$348K	+$16.9K	1	0.23%	Increased
2914	NCA NCM Capital Advisers Durham, North Carolina	$347K	-$23.5K	1	1.03%	Reduced
2915	TSS Thomas Story & Son Culver, Indiana	$343K	$0	1	0.21%	Maintained
2916	NAP New Amsterdam Partners New York	$339K	-$377K	1	0.08%	Reduced
2917	FRM Foundation Resource Management Little Rock, Arkansas	$338K	$0	1	0.06%	Maintained
2918	CMP Courage Miller Partners Norfolk, Virginia	$337K	-$26K	1	0.23%	Reduced
2919	GIM Groesbeck Investment Management Paramus, New Jersey	$334K	$0	1	0.25%	Maintained
2920	FMP Financial Management Professionals Austin, Texas	$333K	-$90.7K	8	0.17%	Reduced
2921	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$331K	-$215K	4	0.28%	Reduced
2922	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$327K	+$320K	1	0.49%	New
2923	FIG FundX Investment Group San Francisco, California	$324K	+$324K	1	0.08%	New
2924	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$324K	+$310K	6	0.04%	New
2925	Paradigm Capital Management Inc Albany, New York	$316K	+$295K	1	0.03%	New