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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	Occidental Asset Management Burlingame, California	$13.7M	+$422K	6	3.56%	Increased
3002	MCL MIK Capital LP New York	$13.7M	-$762K	1	5.56%	Reduced
3003	HAP Trading New York	$13.7M	-$157M	6	0.44%	Reduced
3004	NERM New England Research & Management Chicago, Illinois	$13.7M	+$202K	6	7.16%	Increased
3005	Akaris Global Partners New York	$13.6M	-$6.81M	2	13.55%	Reduced
3006	Robertson Opportunity Capital Dallas, Texas	$13.6M	$0	1	6.31%	Maintained
3007	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$13.6M	-$875K	6	6.84%	Reduced
3008	First Sabrepoint Capital Management Dallas, Texas	$13.6M	$0	1	3.61%	Maintained
3009	Apella Capital West Hartford, Connecticut	$13.6M	-$476K	5	1.95%	Reduced
3010	Meridian Investment Counsel Lafayette, California	$13.6M	-$38.7K	7	4.92%	Reduced
3011	Nicolet Advisory Services Green Bay, Wisconsin	$13.6M	+$2.15M	7	1.72%	Increased
3012	IMA Advisory Services Denver, Colorado	$13.6M	-$366K	8	3.2%	Reduced
3013	Pettee Investors Rowayton, Connecticut	$13.6M	-$186K	5	6.32%	Reduced
3014	Cambridge Advisors Omaha, Nebraska	$13.5M	-$340K	6	3.3%	Reduced
3015	Clearwater Capital Advisors Hoffman Estates, Illinois	$13.5M	+$344K	6	1.57%	Increased
3016	Rokos Capital Management (UK) London, United Kingdom	$13.5M	-$107M	2	0.29%	Reduced
3017	Hennessy Advisors Inc Novato, California	$13.5M	-$264K	2	0.81%	Reduced
3018	Balentine LLC Atlanta, Georgia	$13.5M	+$3.31M	8	0.53%	Increased
3019	Navellier & Associates Reno, Nevada	$13.5M	+$7.22M	4	2.04%	Increased
3020	CAN Claraphi Advisory Network Aliso Viejo, United States	$13.5M	+$1.63M	9	4.76%	Increased
3021	Cavalier Investments Alpharetta, Georgia	$13.5M	+$1.67M	4	4.26%	Increased
3022	AAM Ascension Asset Management New York	$13.5M	-$39.4K	3	8.79%	Reduced
3023	Davidson Trust Company Seattle, Washington	$13.5M	-$257K	6	10.27%	Reduced
3024	Lantz Financial Naperville, Illinois	$13.4M	-$133K	6	6.89%	Reduced
3025	Warther Private Wealth Akron, Ohio	$13.4M	+$819K	8	11.98%	Increased