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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	Somerset Trust Somerset, Pennsylvania	$15.2M	-$524K	3	6.56%	Reduced
3027	OIA Optimum Investment Advisors Chicago, Illinois	$15.2M	-$103K	12	7.46%	Reduced
3028	Atwater Malick Lancaster, Pennsylvania	$15.2M	+$4.16M	3	6.49%	Increased
3029	Kerrisdale Advisers Miami, Florida	$15.2M	+$1.44M	3	4.09%	Increased
3030	Kettle Hill Capital Management New York	$15.2M	+$6.54M	1	3.01%	Increased
3031	WD Rutherford Portland, Oregon	$15.2M	-$345K	4	9.7%	Reduced
3032	Key Client Fiduciary Advisors Fairfield, New Jersey	$15.2M	-$108K	6	8.82%	Reduced
3033	AAA Adams Asset Advisors Dallas, Texas	$15.2M	-$2.33M	2	2.21%	Reduced
3034	SkyView Investment Advisors Shrewsbury, New Jersey	$15.1M	-$686K	8	3.77%	Reduced
3035	Tilt Investment Management Holdings New York	$15.1M	$0	3	9.99%	Maintained
3036	Tower View Wealth Management Shorewood, Wisconsin	$15.1M	-$998K	5	10.24%	Reduced
3037	Intrua Financial Houston, Texas	$15.1M	+$1.22M	7	2.55%	Increased
3038	Wealth Management Partners Tucson, Arizona	$15M	+$419K	6	9.42%	Increased
3039	Sentry LLC Memphis, Tennessee	$15M	+$444K	7	3.26%	Increased
3040	Loews Corp New York	$15M	-$2.88M	1	0.15%	Reduced
3041	GWA GGM Wealth Advisors Baltimore, Maryland	$15M	+$1.48M	6	6.07%	Increased
3042	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$15M	-$427K	6	15.81%	Reduced
3043	AlphaCore Capital La Jolla, California	$14.9M	+$2.12M	5	2.4%	Increased
3044	Norman Fields Gottscho Capital Management New York	$14.9M	+$142K	4	6.28%	Increased
3045	Kesler Norman & Wride Ogden, Utah	$14.9M	+$20.3K	5	3.62%	Increased
3046	Kessler Investment Group Columbus, Indiana	$14.9M	+$37.8K	7	10.51%	Increased
3047	Heathbridge Capital Management Toronto, Ontario, Canada	$14.9M	-$329K	1	6.5%	Reduced
3048	Security National Bank of Sioux City Iowa Sioux City, Iowa	$14.9M	+$13.8M	6	11.25%	New
3049	PWAM Pinnacle West Asset Management Casper, Wyoming	$14.9M	-$131K	6	14.47%	Reduced
3050	AFC AFT Forsyth & Company West Palm Beach, Florida	$14.9M	-$104K	6	10.56%	Reduced