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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
1376	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$13.7M	+$3.94M	5	6.62%	Increased
1377	Churchill Management Los Angeles, California	$13.7M	-$41M	2	0.54%	Reduced
1378	MIM Montgomery Investment Management Rockville, Maryland	$13.7M	+$4.45M	2	6.53%	Increased
1379	Constellation Wealth Advisors New York	$13.6M	+$9.7M	3	1.13%	Increased
1380	Mitchell Capital Management Leawood, Kansas	$13.6M	+$3.42M	2	4.41%	Increased
1381	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$13.6M	+$287K	2	4.26%	Increased
1382	UFF USA Financial Formulas Ada, Michigan	$13.5M	+$13.7M	1	4.64%	New
1383	Penn Capital Management Philadelphia, Pennsylvania	$13.5M	-$415K	1	0.57%	Reduced
1384	Cowen Inc New York	$13.5M	-$779K	4	1.06%	Reduced
1385	Blume Capital Management Berkeley, California	$13.5M	+$705K	7	9.51%	Increased
1386	GCM Grisanti Capital Management New York	$13.5M	+$764K	3	5.06%	Increased
1387	DP DW Partners New York	$13.4M	+$1.92M	1	3.48%	Increased
1388	Sterne Agee Group Birmingham, Alabama	$13.4M	-$283K	5	2.08%	Reduced
1389	CW Cabot-Wellington Boston, Massachusetts	$13.4M	+$935K	3	4.98%	Increased
1390	TCM Texan Capital Management Houston, Texas	$13.4M	+$2.47M	5	5.9%	Increased
1391	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$13.4M	+$3.38M	5	5.95%	Increased
1392	Citizens Business Bank Ontario, California	$13.3M	-$830K	5	2.42%	Reduced
1393	GLRA Gerald L. Ray & Associates Dallas, Texas	$13.3M	-$177K	5	2.05%	Reduced
1394	Washington Trust Bank Spokane, Washington	$13.3M	+$2.62M	9	3.48%	Increased
1395	Sigma Planning Corp Ann Arbor, Michigan	$13.3M	+$13.4M	6	1.76%	New
1396	CA Cornerstone Advisors Asheville, North Carolina	$13.3M	-$2.27M	4	2.65%	Reduced
1397	MCM McRae Capital Management Morristown, New Jersey	$13.3M	-$78K	2	6.14%	Reduced
1398	Insight Holdings Group New York	$13.3M	-$31.9M	1	1.87%	Reduced
1399	Marble Harbor Investment Counsel Boston, Massachusetts	$13.3M	-$555K	3	3.03%	Reduced
1400	Verity & Verity Beaufort, South Carolina	$13.3M	+$270K	3	6.31%	Increased