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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
3101	BCFD Boit C.F. David	$12.7M	+$12M	5	9.63%	New
3102	AIP Ahrens Investment Partners Lafayette, Louisiana	$12.6M	+$788K	6	5.84%	Increased
3103	MONECO Advisors Fairfield, Connecticut	$12.6M	-$729K	8	5.82%	Reduced
3104	Birch Capital Management Dallas, Texas	$12.6M	$0	5	8.56%	Maintained
3105	Uncommon Cents Investing Janesville, Wisconsin	$12.6M	+$8.62K	3	5.04%	Increased
3106	APW Aurora Private Wealth Rockaway, New Jersey	$12.6M	+$202K	7	5.05%	Increased
3107	Allen Capital Group Grand Island, Nebraska	$12.6M	+$1.24M	5	2.52%	Increased
3108	Zhang Financial Portage, Michigan	$12.6M	+$700K	5	3.09%	Increased
3109	Taylor Frigon Capital Management Scottsdale, Arizona	$12.6M	-$1.42M	3	3.93%	Reduced
3110	Permit Capital West Conshohocken, Pennsylvania	$12.6M	+$1.32M	2	3.78%	Increased
3111	Boltwood Capital Management Walnut Creek, California	$12.6M	-$1.05M	6	5.21%	Reduced
3112	Needham Investment Management New York	$12.5M	+$165K	3	1.83%	Increased
3113	Ruffer LLP London, United Kingdom	$12.5M	+$382K	2	0.35%	Increased
3114	PWS Private Wealth Strategies New Albany, Ohio	$12.5M	+$660K	4	3.22%	Increased
3115	Liberty Wealth Management Oakland, California	$12.5M	+$929K	16	4.84%	Increased
3116	KLK Capital Management Los Angeles, California	$12.4M	+$11.8M	6	10.71%	New
3117	Unison Asset Management North Miami Beach, Florida	$12.4M	+$1.42M	4	10.82%	Increased
3118	Beta Wealth Group San Diego, California	$12.4M	+$610K	4	8.64%	Increased
3119	Tru Independence Asset Management 2 Portland, Oregon	$12.3M	+$1.13M	5	8.43%	Increased
3120	Newbridge Financial Services Group Boca Raton, Florida	$12.3M	+$449K	21	7.55%	Increased
3121	Algert Global San Francisco, California	$12.3M	+$1.73M	6	4.14%	Increased
3122	Murphy Pohlad Asset Management Eden Prairie, Minnesota	$12.3M	-$679K	3	4.98%	Reduced
3123	Sittner & Nelson Eugene, Oregon	$12.3M	-$53K	12	8.67%	Reduced
3124	Mountain Capital Investment Advisors Westminster, Colorado	$12.3M	-$693K	5	5.67%	Reduced
3125	St. Johns Investment Management Jacksonville, Florida	$12.3M	-$126K	5	6.66%	Reduced