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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
3376	Consilium Wealth Advisory Richardson, Texas	$16.7M	+$1.06M	5	9.11%	Increased
3377	Intrua Financial Houston, Texas	$16.7M	-$1.49M	6	2.48%	Reduced
3378	Solas Capital Management Darien, Connecticut	$16.7M	+$1.88M	1	11.72%	Increased
3379	MSK Melissa S. Kampmann	$16.7M	+$188K	4	11.79%	Increased
3380	ELCO Management New York	$16.7M	-$46.6K	4	9%	Reduced
3381	Cascades Capital Asset Management Greensboro, North Carolina	$16.7M	+$16.5M	6	9.19%	New
3382	Lewis Asset Management Lafayette, California	$16.7M	-$862K	7	12.16%	Reduced
3383	MGM Miura Global Management New York	$16.7M	-$2.7M	3	19.14%	Reduced
3384	Orser Capital Management Southlake, Texas	$16.7M	-$56.3K	4	11.9%	Reduced
3385	PCR Potrero Capital Research San Francisco, California	$16.7M	$0	1	5.27%	Maintained
3386	BFS Burr Financial Services Pleasant Hill, California	$16.6M	-$1.38M	3	11.78%	Reduced
3387	Kowal Investment Group Brookfield, Wisconsin	$16.6M	+$431K	6	3.06%	Increased
3388	BV Boxwood Ventures Chicago, Illinois	$16.6M	$0	3	25.73%	Maintained
3389	Elgethun Capital Management Sioux Falls, South Dakota	$16.6M	-$218K	6	3.9%	Reduced
3390	Barings Charlotte, North Carolina	$16.6M	-$155K	6	0.39%	Reduced
3391	Redwood Wealth Management Group Medford, New Jersey	$16.6M	-$514K	6	8.22%	Reduced
3392	Broad Run Investment Management Arlington, Virginia	$16.6M	-$953K	2	2%	Reduced
3393	Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$16.5M	-$2.85M	18	4.82%	Reduced
3394	Beaumont Asset Management Beaumont, Texas	$16.5M	+$160K	3	9.62%	Increased
3395	Burford Brothers Dallas, Texas	$16.5M	+$93.8K	5	8.62%	Increased
3396	Vista Capital Partners Portland, Oregon	$16.5M	+$472K	5	1.91%	Increased
3397	GAA Guardian Asset Advisors Mechanicsburg, Pennsylvania	$16.5M	+$393K	3	11.19%	Increased
3398	Security National Bank of Sioux City Iowa Sioux City, Iowa	$16.5M	+$142K	5	10.05%	Increased
3399	Lipe & Dalton Syracuse, New York	$16.5M	-$305K	6	8.32%	Reduced
3400	IP Investment Partners New Philadelphia, Ohio	$16.5M	-$62.9K	6	6.85%	Reduced