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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
3001	Crosslink Capital Menlo Park, California	$3.96M	-$12.3M	1	1.12%	Reduced
3002	WCM Weld Capital Management New York	$3.96M	+$4.17M	7	0.89%	New
3003	MC Miles Capital West Des Moines, Iowa	$3.95M	-$149K	4	3.9%	Reduced
3004	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$3.94M	-$545K	3	2.26%	Reduced
3005	CPM Crescent Park Management East Palo Alto, California	$3.93M	$0	1	1.17%	Maintained
3006	Orrstown Financial Services Harrisburg, Pennsylvania	$3.91M	-$115K	5	5.88%	Reduced
3007	Capital Investment Advisory Services Raleigh, North Carolina	$3.91M	+$714K	12	1.67%	Increased
3008	Needham Investment Management New York	$3.91M	-$33.3K	1	1.47%	Reduced
3009	JAM Jolley Asset Management Rocky Mount, North Carolina	$3.9M	+$72.4K	2	2.99%	Increased
3010	FCM Fairbanks Capital Management Rancho Santa Fe, California	$3.9M	+$544K	3	4.32%	Increased
3011	Carlson Capital Management Northfield, Minnesota	$3.88M	-$385K	5	1.1%	Reduced
3012	MFP Meridian Financial Partners Warrenton, Virginia	$3.87M	+$4.13M	6	5.21%	New
3013	AMIM Aull & Monroe Investment Management Mobile, Alabama	$3.86M	-$182K	3	2.21%	Reduced
3014	JDR Jay D. Rosenbaum	$3.86M	-$247K	3	8.19%	Reduced
3015	Kelman-Lazarov Inc Memphis, Tennessee	$3.86M	+$62.1K	3	2.4%	Increased
3016	ICP IBIS Capital Partners London, United Kingdom	$3.83M	$0	1	13.78%	Maintained
3017	Affiance Financial St. Louis Park, Minnesota	$3.82M	-$52.3K	6	2.52%	Reduced
3018	MCM Mork Capital Management Healdsburg, California	$3.81M	+$25.1K	4	3.56%	Increased
3019	GCP Gill Capital Partners Denver, Colorado	$3.8M	+$2.86M	5	2.66%	New
3020	MF Manchester Financial Westlake Village, California	$3.8M	+$4.1M	5	2.05%	New
3021	HCM HM Capital Management Clayton, Missouri	$3.78M	+$361K	2	3.24%	Increased
3022	Capital Advantage Walnut Creek, California	$3.78M	+$365K	5	1.43%	Increased
3023	QAM Quantres Asset Management Cayman, Cayman Islands	$3.77M	+$2.59M	7	2.32%	Increased
3024	Segantii Capital Management Hong Kong	$3.77M	+$4.07M	1	0.31%	New
3025	Northside Capital Management Hood River, Oregon	$3.77M	+$14.8K	3	1.67%	Increased