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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
3076	Salem Capital Management Woburn, Massachusetts	$12.9M	-$930K	1	7.06%	Reduced
3077	First Command Bank Fort Worth, Texas	$12.9M	-$174K	9	2.21%	Reduced
3078	First Command Financial Services Fort Worth, Texas	$12.9M	-$174K	9	2.21%	Reduced
3079	Brooks Moore & Associates Chattanooga, Tennessee	$12.9M	-$671K	5	8.42%	Reduced
3080	IP Interval Partners New York	$12.9M	-$25.6M	3	0.52%	Reduced
3081	Key Financial Inc West Chester, Pennsylvania	$12.8M	+$26.2K	14	7.27%	Increased
3082	Trust Company Manhattan, Kansas	$12.8M	-$348K	10	3.29%	Reduced
3083	Lumbard & Kellner Hollis, New Hampshire	$12.8M	-$620K	3	5.04%	Reduced
3084	Catalyst Capital Advisors Huntington, New York	$12.8M	-$2.15M	5	0.64%	Reduced
3085	Unison Asset Management North Miami Beach, Florida	$12.8M	+$538K	4	11.41%	Increased
3086	Allen Capital Group Grand Island, Nebraska	$12.8M	+$934K	5	2.57%	Increased
3087	Sittner & Nelson Eugene, Oregon	$12.8M	-$92.9K	12	8.24%	Reduced
3088	Freedom Day Solutions Houston, Texas	$12.7M	-$561K	3	5.96%	Reduced
3089	Southport Capital Management Chattanooga, Tennessee	$12.7M	-$6M	5	5.1%	Reduced
3090	CWM CCG Wealth Management San Diego, California	$12.7M	+$8.39M	5	7.35%	Increased
3091	GCM Gabalex Capital Management New York	$12.7M	$0	1	5.86%	Maintained
3092	Walled Lake Planning & Wealth Management Winnetka, Illinois	$12.7M	+$6.75M	10	7.81%	Increased
3093	Taylor Frigon Capital Management Scottsdale, Arizona	$12.7M	+$53K	3	4.08%	Increased
3094	Ranch Capital Advisors Sarasota, Florida	$12.7M	+$8.19M	13	7.91%	Increased
3095	Founders Capital Management (Texas) Houston, Texas	$12.7M	+$2.39M	7	8.68%	Increased
3096	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$12.7M	+$6.41M	1	3.67%	Increased
3097	HWM HFR Wealth Management Niskayuna, New York	$12.7M	+$219K	4	3.69%	Increased
3098	Peddock Capital Advisors Braintree, Massachusetts	$12.7M	-$539K	7	4.51%	Reduced
3099	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$12.6M	-$779K	4	0.49%	Reduced
3100	AIP Ahrens Investment Partners Lafayette, Louisiana	$12.6M	+$65.1K	6	6.03%	Increased