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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
3501	FGIM First Growth Investment Manager San Francisco, California	$8.17M	-$799K	4	10.56%	Reduced
3502	Bernzott Capital Advisors Camarillo, California	$8.16M	-$524K	1	0.9%	Reduced
3503	HMS Capital Management Nashville, Tennessee	$8.16M	+$3.96K	3	4.1%	Increased
3504	Masso Torrence Wealth Management Marlton, New Jersey	$8.14M	+$575K	6	7.16%	Increased
3505	OR Olympiad Research Stamford, Connecticut	$8.14M	+$1.9M	8	3.66%	Increased
3506	S.A. Mason Holland, Michigan	$8.14M	+$68.7K	7	5.94%	Increased
3507	XTX Topco George Town, Cayman Islands	$8.13M	+$5.41M	10	3.32%	Increased
3508	Loudon Investment Management West Lebanon, New Hampshire	$8.11M	+$8.14K	1	6.08%	Increased
3509	Shoker Investment Counsel Oxford, Ohio	$8.08M	+$2.71M	4	4.29%	Increased
3510	Kensington Investment Counsel Long Beach, California	$8.07M	-$26.6K	3	6.89%	Reduced
3511	YAVAPFMC Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel	$8.07M	$0	4	7.23%	Maintained
3512	Affiance Financial St. Louis Park, Minnesota	$8.06M	-$352K	5	4.35%	Reduced
3513	Precept Management Dallas, Texas	$8.05M	-$776K	2	18.04%	Reduced
3514	Barry Investment Advisors New Bedford, Massachusetts	$8.04M	-$676K	6	2.41%	Reduced
3515	MJP Associates Farmington, Connecticut	$8.04M	-$586K	5	2.25%	Reduced
3516	JMAC Enterprises Newtown, Pennsylvania	$8.03M	+$129K	5	2.07%	Increased
3517	Israel Discount Bank of New York New York	$8.03M	+$393K	5	6.1%	Increased
3518	Muhlenkamp & Co Wexford, Pennsylvania	$8.02M	-$20.1K	1	3.76%	Reduced
3519	Oder Investment Management Woodland Hills, California	$8.02M	+$2.79M	5	9.86%	Increased
3520	Seven Springs Wealth Group Brentwood, Tennessee	$8.01M	+$1.1M	3	4.02%	Increased
3521	Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland	$8.01M	$0	2	8.54%	Maintained
3522	CastleKnight Management New York	$8M	+$2.39M	3	1.32%	Increased
3523	First National Bank of Hutchinson Hutchinson, Kansas	$7.99M	+$168K	3	5.95%	Increased
3524	Burton Enright Welch Walnut Creek, California	$7.98M	+$87.2K	5	4.8%	Increased
3525	William Allan Corp Fort Collins, Colorado	$7.98M	+$3.02M	3	7.1%	Increased