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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
1351	MWVC Morgens Waterfall Vintiadis & Co New York	$12.9M	+$1.69M	3	8.47%	Increased
1352	MCM Matterhorn Capital Management San Antonio, Texas	$12.9M	-$517K	3	5.72%	Reduced
1353	Capital Wealth Planning Naples, Florida	$12.9M	+$1.07M	4	4.77%	Increased
1354	AAM Augustine Asset Management Jacksonville, Florida	$12.9M	+$4.45M	2	8.23%	Increased
1355	TC Taylor Cottrill New London, New Hampshire	$12.9M	-$1.29M	3	6.24%	Reduced
1356	MMG Monetary Management Group St Louis, Missouri	$12.8M	-$3.18M	6	6%	Reduced
1357	KFS Kurt F. Somerville	$12.8M	-$155K	3	4.99%	Reduced
1358	CW Cabot-Wellington Boston, Massachusetts	$12.8M	-$764K	4	4.52%	Reduced
1359	FCT Family Capital Trust Peabody, Massachusetts	$12.8M	-$85.6K	3	6.57%	Reduced
1360	Voloridge Investment Management Jupiter, Florida	$12.8M	+$5.58M	2	1.22%	Increased
1361	Carroll Financial Associates Charlotte, North Carolina	$12.7M	+$492K	9	3.56%	Increased
1362	CAM CG Asset Management New York	$12.7M	-$399K	3	5.39%	Reduced
1363	Tompkins Financial Ithaca, New York	$12.7M	+$34K	5	3.14%	Increased
1364	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$12.7M	+$65.3K	3	6.28%	Increased
1365	GL Globe Life Mckinney, Texas	$12.6M	$0	1	10.29%	Maintained
1366	PC Permit Capital West Conshohocken, Pennsylvania	$12.6M	-$408K	3	7.77%	Reduced
1367	CW Cobiz Wealth Denver, Colorado	$12.5M	-$801K	4	2.9%	Reduced
1368	Northstar Investment Advisors Denver, Colorado	$12.5M	-$266K	2	3.23%	Reduced
1369	Verity & Verity Beaufort, South Carolina	$12.5M	+$565K	3	6.43%	Increased
1370	Reinhart Partners Mequon, Wisconsin	$12.5M	-$2.88M	5	0.9%	Reduced
1371	EVM Evelyn V. Moreno	$12.5M	-$190K	3	4.68%	Reduced
1372	11A 10-15 Associates Goshen, New York	$12.5M	+$72.1K	3	3.95%	Increased
1373	PTB Pioneer Trust Bank Salem, Oregon	$12.4M	-$118K	4	8.57%	Reduced
1374	SR Sloane Robinson London, United Kingdom	$12.4M	-$26.6M	1	7.79%	Reduced
1375	D.L. Carlson Investment Group Concord, New Hampshire	$12.4M	+$3.29M	4	4.51%	Increased