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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
3051	Woodward Diversified Capital Bakersfield, California	$12M	+$33.3K	6	9.18%	Increased
3052	Agate Pass Investment Management Bainbridge Island, Washington	$12M	+$614K	5	8.45%	Increased
3053	Alan B. Lancz & Associates Toledo, Ohio	$12M	-$1.04M	7	11.87%	Reduced
3054	Pure Financial Advisors San Diego, California	$12M	+$901K	5	0.74%	Increased
3055	Riverview Capital Advisers Boston, Massachusetts	$12M	+$1.62M	4	6.63%	Increased
3056	Unison Asset Management North Miami Beach, Florida	$12M	+$1.01M	4	11.69%	Increased
3057	Coastwise Capital Group La Jolla, California	$12M	+$2.42M	5	14.56%	Increased
3058	Resurgent Financial Advisors Atlanta, Georgia	$12M	+$957K	5	7.66%	Increased
3059	Highview Capital Management Buffalo Grove, Illinois	$12M	-$369K	4	9.19%	Reduced
3060	First Bankers Trust Louisville, Kentucky	$11.9M	-$251K	6	6.23%	Reduced
3061	SM SG3 Management Dorado, Puerto Rico	$11.9M	-$35.7M	2	1.38%	Reduced
3062	Montchanin Asset Management Montchanin, Delaware	$11.9M	+$12.7M	5	16.42%	New
3063	Geneva Capital Management Milwaukee, Wisconsin	$11.9M	-$515K	3	0.27%	Reduced
3064	CMANY Capital Management Associates (New York) New York	$11.9M	-$286K	5	17.45%	Reduced
3065	Richelieu Gestion Paris, France	$11.8M	-$1.97M	5	13.42%	Reduced
3066	Charter Research & Investment Group Southport, Connecticut	$11.8M	-$58.9K	6	10.75%	Reduced
3067	Vanguard Capital Wealth Advisors Denver, Colorado	$11.8M	-$1.54M	7	13.36%	Reduced
3068	Hutchens & Kramer Investment Management Group Carmel, Indiana	$11.8M	-$73.9K	4	8.71%	Reduced
3069	Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$11.8M	+$2.87M	10	3.99%	Increased
3070	Diamant Asset Management Ridgefield, Connecticut	$11.8M	-$66.5K	3	10.63%	Reduced
3071	Triasima Portfolio Management Montreal, Quebec, Canada	$11.8M	-$2.96M	2	0.83%	Reduced
3072	Atticus Wealth Management Palm Beach Gardens, Florida	$11.8M	+$546K	11	4.89%	Increased
3073	SRN Advisors Huntingdon Valley, Pennsylvania	$11.7M	-$3.65M	5	8.15%	Reduced
3074	Sage Rhino Capital Menlo Park, California	$11.7M	+$58.1K	6	4.46%	Increased
3075	SCM Soros Capital Management New York	$11.7M	$0	1	5.18%	Maintained