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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	MFFIA McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts	$12.6M	-$108K	1	10.12%	Reduced
3502	Andrew Hill Investment Advisors Naples, Florida	$12.6M	+$11.9M	3	13.17%	New
3503	Nightview Capital Austin, Texas	$12.6M	-$4.03M	2	8.34%	Reduced
3504	David J. Yvars Group University Park, Florida	$12.6M	+$231K	6	10.16%	Increased
3505	Capricorn Fund Managers London, United Kingdom	$12.6M	+$662K	4	6.93%	Increased
3506	Sanders Morris Harris Houston, Texas	$12.5M	-$4.81M	6	6.16%	Reduced
3507	RFG RFP Financial Group Atlanta, Georgia	$12.5M	-$73K	15	5.13%	Reduced
3508	Ranch Capital Advisors Sarasota, Florida	$12.5M	+$54.4K	4	7.8%	Increased
3509	Ridgewood Investments Springfield, New Jersey	$12.5M	+$1.27M	7	7.4%	Increased
3510	GIM Greylin Investment Management Orange, Virginia	$12.5M	-$4.23M	4	2.16%	Reduced
3511	Crescent Grove Advisors Lake Forest, Illinois	$12.5M	-$796K	6	1.39%	Reduced
3512	Probity Advisors Dallas, Texas	$12.5M	-$740K	5	2.72%	Reduced
3513	Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$12.4M	+$3.29M	3	1.36%	Increased
3514	Sweet Financial Partners Fairmont, Minnesota	$12.4M	+$949K	7	2.96%	Increased
3515	Hengehold Capital Management Cincinnati, Ohio	$12.4M	+$10.5K	5	1.47%	Increased
3516	Pacific Wealth Strategies Group Santa Barbara, California	$12.4M	+$47.5K	3	11.84%	Increased
3517	CCA Covey Capital Advisors Atlanta, Georgia	$12.4M	$0	4	15.76%	Maintained
3518	CKW Financial Group Honolulu, Hawaii	$12.4M	-$91.8K	10	1.72%	Reduced
3519	Riverview Trust Company Vancouver, Washington	$12.4M	-$128K	5	12.62%	Reduced
3520	Main Street Group Glen Allen, Virginia	$12.4M	+$11.7M	15	4.31%	New
3521	Endurance Services Ltd Purchase, New York	$12.4M	+$10.9M	1	2.45%	New
3522	Hazlett, Burt & Watson Wheeling, West Virginia	$12.4M	+$329K	10	8.34%	Increased
3523	Matisse Capital Portland, Oregon	$12.4M	+$2.35M	4	6.6%	Increased
3524	Valley Brook Capital Group Venetia, Pennsylvania	$12.4M	+$332K	4	10.78%	Increased
3525	PM Parametrica Management Wanchai, Hong Kong	$12.4M	-$403K	4	20.3%	Reduced