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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
1176	MFWM Motley Fool Wealth Management Alexandria, Virginia	$19.7M	+$7.58M	4	4.08%	Increased
1177	Bowen Hanes & Co Ponte Vedra Beach, Florida	$19.6M	-$27.4M	2	0.94%	Reduced
1178	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$19.6M	-$511K	4	2.95%	Reduced
1179	JLB & Associates Plymouth, Michigan	$19.6M	-$34.9K	3	6.12%	Reduced
1180	CCM Cobalt Capital Management Short Hills, New Jersey	$19.5M	+$19.1M	1	2.09%	New
1181	PCMI Princeton Capital Management Inc Princeton, New Jersey	$19.5M	+$1.5M	4	9.98%	Increased
1182	FAM Foundation Asset Management White Plains, New York	$19.4M	+$4.14M	1	4.97%	Increased
1183	PAM Premier Asset Management Chicago, Illinois	$19.4M	+$9.9M	4	4.5%	Increased
1184	Deltec Asset Management New York	$19.4M	+$3.04M	3	4.22%	Increased
1185	First National Trust Hermitage, Pennsylvania	$19.4M	+$925K	5	3.31%	Increased
1186	Duff & Phelps Investment Management Chicago, Illinois	$19.4M	-$1.02M	5	0.27%	Reduced
1187	FCM Firsthand Capital Management San Jose, California	$19.4M	$0	4	12.21%	Maintained
1188	Nichols & Pratt Advisers Boston, Massachusetts	$19.3M	+$1.23M	4	1.76%	Increased
1189	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$19.2M	+$7.76M	3	2.61%	Increased
1190	OAM Oxford Asset Management Oxford, United Kingdom	$19.2M	-$1.11M	1	0.49%	Reduced
1191	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$19.1M	-$144K	3	13.11%	Reduced
1192	Carson Wealth (CWM LLC) Omaha, Nebraska	$19.1M	+$2.43M	3	1.93%	Increased
1193	Ensemble Capital Management San Francisco, California	$19M	+$1.89M	1	5.95%	Increased
1194	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$19M	-$4.34M	4	4.48%	Reduced
1195	BA Birinyi Associates Westport, Connecticut	$19M	-$11.3M	5	12.56%	Reduced
1196	Bainco International Investors Boston, Massachusetts	$19M	+$1.08M	3	4.27%	Increased
1197	FNB First Niagara Bank Lockport, New York	$18.9M	-$1.12M	5	4.16%	Reduced
1198	Calamos Wealth Management Naperville, Illinois	$18.9M	+$1.17M	5	4.71%	Increased
1199	OWIM Old West Investment Management Los Angeles, California	$18.8M	+$5.02M	2	12.64%	Increased
1200	MSU Maple Securities USA Jersey City, New Jersey	$18.8M	+$877K	3	1.58%	Increased