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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	Park West Asset Management San Francisco, California	$10.8M	$0	1	1.06%	Maintained
3052	Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$10.8M	+$368K	6	3%	Increased
3053	Diamant Asset Management Ridgefield, Connecticut	$10.8M	+$60.5K	3	9.67%	Increased
3054	Capital Advisors Wealth Management Yakima, Washington	$10.8M	+$650K	5	3.27%	Increased
3055	Lantz Financial Naperville, Illinois	$10.8M	+$890K	5	4.89%	Increased
3056	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$10.7M	+$589K	6	6.07%	Increased
3057	Madrona Financial Services Everett, Washington	$10.7M	+$2.7M	4	6.15%	Increased
3058	Oak Asset Management Westlake Village, California	$10.7M	+$275K	7	4.82%	Increased
3059	Halbert Hargrove Global Advisors Long Beach, California	$10.7M	-$797K	5	0.76%	Reduced
3060	WEO William E. Oberndorf	$10.7M	+$3.28M	2	25.18%	Increased
3061	Austin Private Wealth Austin, Texas	$10.7M	+$996K	6	1.87%	Increased
3062	PAM Premier Asset Management Chicago, Illinois	$10.7M	-$2.37M	7	13.42%	Reduced
3063	Park Place Capital Homewood, Alabama	$10.7M	+$11.1M	17	3.01%	New
3064	PYA Waltman Capital Knoxville, Tennessee	$10.7M	+$2.28M	3	5.61%	Increased
3065	Incline Global Management New York	$10.7M	+$6.91M	3	3.94%	Increased
3066	Norman Fields Gottscho Capital Management New York	$10.7M	-$857K	4	4.91%	Reduced
3067	Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$10.7M	+$65.4K	10	7.32%	Increased
3068	VCM Vivaldi Capital Management Chicago, Illinois	$10.7M	+$1.54M	6	2.65%	Increased
3069	Mine & Arao Wealth Creation & Management Campbell, California	$10.7M	-$969K	10	7.9%	Reduced
3070	American Trust Investment Advisors Lebanon, New Hampshire	$10.7M	+$17.9K	4	6.77%	Increased
3071	Game Plan Financial Advisors Westlake, Ohio	$10.7M	-$1.57M	3	8.78%	Reduced
3072	Concorde Financial Dallas, Texas	$10.7M	$0	3	7.19%	Maintained
3073	Pine Haven Investment Counsel Fairhaven, Massachusetts	$10.6M	+$95.4K	4	11.69%	Increased
3074	First City Capital Management Savannah, Georgia	$10.6M	+$130K	6	6.4%	Increased
3075	Alight Capital Management New York	$10.6M	+$3.78M	4	11.3%	Increased