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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	Needham Investment Management New York	$12.5M	+$6.67M	7	2.16%	Increased
3052	Beck Capital Management Austin, Texas	$12.5M	+$203K	3	5.33%	Increased
3053	First City Capital Management Savannah, Georgia	$12.5M	-$368K	6	7.32%	Reduced
3054	Matthew 25 Management Corp Ambler, Pennsylvania	$12.5M	-$386K	1	4.87%	Reduced
3055	Larson Financial Group St Louis, Missouri	$12.5M	+$744K	17	1.36%	Increased
3056	Wealth Architects Mountain View, California	$12.5M	+$2.83M	8	2.21%	Increased
3057	HWM HFR Wealth Management Niskayuna, New York	$12.5M	-$189K	3	3.54%	Reduced
3058	DMKJ David M. Knott Jr	$12.5M	+$293K	6	4.91%	Increased
3059	CPIH Consolidated Press International Holdings Sydney, Australia	$12.5M	+$4.16M	2	5.96%	Increased
3060	PGIM Custom Harvest Newark, New Jersey	$12.5M	+$1.55M	4	0.52%	Increased
3061	Eschler Asset Management London, United Kingdom	$12.5M	+$6.52M	3	9.86%	Increased
3062	Brooktree Capital Management Gand Rapids, Michigan	$12.5M	-$2.31M	3	9.71%	Reduced
3063	WEO William E. Oberndorf	$12.5M	+$509K	2	25.2%	Increased
3064	Kerrisdale Advisers Miami, Florida	$12.5M	-$7.38M	3	3.69%	Reduced
3065	Castle Rock Wealth Management Walnut Creek, California	$12.4M	-$1.96M	4	4.45%	Reduced
3066	First Commonwealth Financial Corp Indiana, Pennsylvania	$12.4M	-$107K	5	4.48%	Reduced
3067	AA Alta Advisers London, United Kingdom	$12.4M	+$106K	10	7.42%	Increased
3068	Gries Financial Cleveland, Ohio	$12.4M	-$667K	6	3.67%	Reduced
3069	All Terrain Financial Advisors Coon Rapids, Minnesota	$12.4M	-$37.8K	5	5.09%	Reduced
3070	Orion Capital Management Coronado, California	$12.4M	+$138K	8	8.29%	Increased
3071	West Oak Capital Westlake Village, California	$12.4M	+$353K	8	6.27%	Increased
3072	Advisor OS Chicago, Illinois	$12.4M	+$2.13M	5	2.97%	Increased
3073	Taylor Frigon Capital Management Scottsdale, Arizona	$12.4M	+$1.36M	4	6.75%	Increased
3074	Norman Fields Gottscho Capital Management New York	$12.4M	-$372K	4	5.46%	Reduced
3075	Intrua Financial Houston, Texas	$12.3M	+$87.7K	7	2.56%	Increased