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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
3351	Bluesphere Advisors East Norriton, Pennsylvania	$17.5M	+$175K	5	8.93%	Increased
3352	Elgethun Capital Management Sioux Falls, South Dakota	$17.5M	-$27K	6	4.42%	Reduced
3353	BV Boxwood Ventures Chicago, Illinois	$17.5M	$0	3	28.12%	Maintained
3354	Orser Capital Management Southlake, Texas	$17.5M	-$334	4	13.15%	Reduced
3355	Evergreen Wealth Management Williamston, Michigan	$17.5M	$0	4	11.58%	Maintained
3356	MSK Melissa S. Kampmann	$17.4M	-$273K	3	12.7%	Reduced
3357	Doheny Asset Management Los Angeles, California	$17.4M	+$301K	5	12.38%	Increased
3358	Oak Asset Management Westlake Village, California	$17.3M	-$96.4K	6	6.35%	Reduced
3359	Hazlett, Burt & Watson Wheeling, West Virginia	$17.3M	+$1.35M	10	8.92%	Increased
3360	CIA Cape Investment Advisory Mcdonough, Georgia	$17.3M	-$474K	14	7.78%	Reduced
3361	Beaumont Asset Management Beaumont, Texas	$17.3M	-$7.6K	3	11.13%	Reduced
3362	PCR Potrero Capital Research San Francisco, California	$17.3M	$0	1	7.37%	Maintained
3363	Aire Advisors Beverly Hills, California	$17.3M	+$892K	6	3.94%	Increased
3364	GAMC Garner Asset Management Corp Plano, Texas	$17.3M	-$129K	5	8.16%	Reduced
3365	VELA Investment Management New Albany, Ohio	$17.2M	-$1.86M	3	5.36%	Reduced
3366	Hillsdale Investment Management Toronto, Ontario, Canada	$17.2M	-$2.22M	10	1.36%	Reduced
3367	Bluegrass Capital Partners Palm Beach, Florida	$17.2M	-$3.91M	2	17.57%	Reduced
3368	Emprise Bank Wichita, Kansas	$17.2M	-$308K	5	10.6%	Reduced
3369	Alan B. Lancz & Associates Toledo, Ohio	$17.2M	+$16M	5	16.99%	New
3370	Millennium Capital Advisors Little Rock, Arkansas	$17.2M	-$51.4K	4	11.42%	Reduced
3371	Merrion Investment Management Cranford, New Jersey	$17.2M	-$63.4K	3	11.8%	Reduced
3372	CVA Central Valley Advisors Sacramento, California	$17.2M	-$1.23M	6	7.33%	Reduced
3373	Terra Nova Asset Management New York	$17.2M	-$48.6K	5	13.54%	Reduced
3374	Martin Investment Management Palm Beach Gardens, Florida	$17.1M	-$455K	4	4.4%	Reduced
3375	DRH Investments Thousand Oaks, California	$17.1M	-$1.75M	1	18.48%	Reduced