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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
3026	BCM Brookmont Capital Management Dallas, Texas	$525K	+$510K	1	0.19%	New
3027	WCM Weatherstone Capital Management Denver, Colorado	$525K	-$334K	2	0.59%	Reduced
3028	RBC Roble Belko & Company Sewickley, Pennsylvania	$522K	-$256	9	0.26%	Reduced
3029	ACM AUA Capital Management Camp Hill, Pennsylvania	$519K	-$1.5M	5	0.52%	Reduced
3030	KL Kinsight LLC Birmingham, Alabama	$509K	$0	2	0.28%	Maintained
3031	Alesco Advisors Pittsford, New York	$506K	-$220K	1	0.04%	Reduced
3032	VI Versor Investments New York	$505K	-$333K	2	0.2%	Reduced
3033	RCS Retirement Capital Strategies San Jose, California	$504K	$0	1	0.29%	Maintained
3034	NCM New Capital Management Houston, Texas	$500K	+$1.65K	7	0.92%	Increased
3035	CAM Crestone Asset Management Boulder, Colorado	$498K	-$41.7K	1	0.22%	Reduced
3036	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$494K	+$494K	3	0.41%	New
3037	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$492K	$0	1	0.35%	Maintained
3038	KA Kerrisdale Advisers Miami, Florida	$492K	+$554K	1	0.51%	New
3039	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$486K	+$213K	2	0.15%	Increased
3040	AA AlphaMark Advisors Ft. Wright, Kentucky	$483K	+$91.3K	10	0.22%	Increased
3041	OAJ Ogorek Anthony Joseph Williamsville, New York	$482K	-$2.87K	5	0.5%	Reduced
3042	CCP Cardan Capital Partners Denver, Colorado	$473K	+$456K	1	0.1%	New
3043	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$470K	-$246K	1	0.55%	Reduced
3044	DRW Securities Chicago, Illinois	$465K	+$441K	1	0.08%	New
3045	FFIM Founders Fund II Management San Francisco, California	$465K	-$59.1M	1	45.77%	Reduced
3046	CAM Concorde Asset Management Ann Arbor, Michigan	$462K	-$216K	1	0.76%	Reduced
3047	DWA Dorsey Wright & Associates Pasadena, California	$462K	-$2.45M	1	0.16%	Reduced
3048	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$456K	-$384K	6	0.62%	Reduced
3049	CT CMT Trading Chicago, Illinois	$454K	-$246K	1	0.63%	Reduced
3050	Orgel Wealth Management Altoona, Wisconsin	$454K	+$152K	1	0.2%	Increased