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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
3201	Marino Stram & Associates Braintree, Massachusetts	$13.1M	+$565K	6	3.7%	Increased
3202	Peddock Capital Advisors Braintree, Massachusetts	$13.1M	+$194K	6	4.3%	Increased
3203	Atomi Financial Group New York	$13.1M	+$2.13M	7	5.96%	Increased
3204	CFM Comprehensive Financial Management Los Gatos, California	$13.1M	-$5.11M	3	0.43%	Reduced
3205	Prosperity Consulting Group Owings Mills, Maryland	$13.1M	-$131K	5	8.03%	Reduced
3206	LA LFL Advisers Evanston, Illinois	$13M	$0	1	6%	Maintained
3207	Brooktree Capital Management Gand Rapids, Michigan	$13M	-$544K	3	9.91%	Reduced
3208	Tempus Wealth Planning Irvine, California	$13M	-$236K	5	5.88%	Reduced
3209	Channing Global Advisors Miami, Florida	$13M	-$37.3K	4	13.18%	Reduced
3210	First Command Bank Fort Worth, Texas	$13M	+$80.6K	12	1.22%	Increased
3211	First Command Financial Services Fort Worth, Texas	$13M	+$80.6K	12	1.22%	Increased
3212	Needham Investment Management New York	$13M	-$319K	5	2.14%	Reduced
3213	California First Leasing Corp Newport Beach, California	$13M	$0	2	7.94%	Maintained
3214	Windle Wealth Oklahoma City, Oklahoma	$13M	-$169K	3	9.37%	Reduced
3215	Deuterium Capital Management Clearwater, Florida	$13M	+$8.1M	5	16.81%	Increased
3216	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$13M	-$2.39M	2	0.36%	Reduced
3217	Portland Hill Asset Management London, United Kingdom	$13M	-$1.44M	5	30.61%	Reduced
3218	Chickasaw Capital Management Memphis, Tennessee	$12.9M	-$121K	4	0.72%	Reduced
3219	Monument Capital Management Alexandria, Virginia	$12.9M	+$291K	5	4.12%	Increased
3220	Amica Retiree Medical Trust Lincoln, Rhode Island	$12.9M	-$1.36M	4	14.42%	Reduced
3221	WNY Asset Management Williamsville, New York	$12.9M	-$55.2K	6	2.75%	Reduced
3222	Breakwater Capital Group Paramus, New Jersey	$12.9M	+$2.42M	6	4.71%	Increased
3223	Financial Management Network Mission Viejo, California	$12.9M	-$176K	5	4.49%	Reduced
3224	St. Johns Investment Management Jacksonville, Florida	$12.9M	-$295K	6	7%	Reduced
3225	Boltwood Capital Management Walnut Creek, California	$12.9M	-$118K	6	4.64%	Reduced