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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
3401	First Community Trust Dubuque, Iowa	$19.3M	-$337K	9	15.65%	Reduced
3402	Berkeley Inc Boise, Idaho	$19.3M	+$7.4M	4	6.91%	Increased
3403	PCR Potrero Capital Research San Francisco, California	$19.2M	$0	1	4.66%	Maintained
3404	Seamount Financial Group Colorado Springs, Colorado	$19.2M	+$4.59M	4	9.89%	Increased
3405	Tilia Fiduciary Partners Wilmington, North Carolina	$19.2M	+$311K	6	11.74%	Increased
3406	Graphene Investments SAS Paris, France	$19.2M	-$500K	4	12.53%	Reduced
3407	Philip James Wealth Mangement Milton, Georgia	$19.2M	-$3.09M	7	2.45%	Reduced
3408	Intrua Financial Houston, Texas	$19.2M	+$1.07M	6	2.57%	Increased
3409	JSF Financial Los Angeles, California	$19.2M	+$942K	7	4.56%	Increased
3410	Gilbert & Cook West Des Moines, Iowa	$19.2M	+$669K	5	2.59%	Increased
3411	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$19.2M	$0	1	5.85%	Maintained
3412	HIC Harbor Island Capital Topsfield, Massachusetts	$19.2M	-$4.75M	1	8.99%	Reduced
3413	Winmill & Co Walpole, New Hampshire	$19.2M	$0	2	5.33%	Maintained
3414	Crux Wealth Advisors Long Beach, California	$19.1M	+$1.14M	5	8.14%	Increased
3415	First County Bank Stamford, Connecticut	$19.1M	-$578K	6	10.28%	Reduced
3416	Legacy Capital Group California Los Gatos, California	$19.1M	+$4.27M	9	5.29%	Increased
3417	Alpine Bank Wealth Management Grand Junction, Colorado	$19.1M	-$187K	10	2.89%	Reduced
3418	RFG - Bristol Wealth Advisors Taunton, Massachusetts	$19.1M	-$502K	6	5.92%	Reduced
3419	Enhancing Capital Harrisburg, Pennsylvania	$19.1M	-$632	4	14.54%	Reduced
3420	Whitford Management New York	$19.1M	-$4.03M	3	20.22%	Reduced
3421	North Dallas Bank & Trust Dallas, Texas	$19.1M	+$16.8M	5	14.45%	New
3422	ELCO Management New York	$19.1M	+$134K	4	9.98%	Increased
3423	TS Financial Group (TSFG) Lake Forest, Illinois	$19M	+$12.1K	14	3.45%	Increased
3424	Ranch Capital Advisors Sarasota, Florida	$19M	+$23.8K	6	8.25%	Increased
3425	MFFIA McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts	$19M	+$2.26M	3	13.42%	Increased