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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
1401	AssetMark Inc Concord, California	$10.1M	+$9.9M	3	0.25%	New
1402	MA Marshwinds Advisory St Simons Island, Georgia	$10M	-$39.8K	4	5.77%	Reduced
1403	DAM Davis Asset Management Sausalito, California	$10M	$0	1	4.63%	Maintained
1404	CA Cornerstone Advisors Asheville, North Carolina	$10M	+$1.53M	4	3.27%	Increased
1405	Cutler Investment Counsel Jacksonville, Oregon	$10M	+$2.98K	2	3.9%	Increased
1406	SCM Siphron Capital Management Beverly Hills, California	$10M	-$2.12M	6	9.33%	Reduced
1407	Bath Savings Trust Bath, Maine	$10M	-$246K	4	4.35%	Reduced
1408	Pittenger & Anderson Inc Lincoin, Nebraska	$10M	+$90.5K	5	1.59%	Increased
1409	Steigerwald Gordon & Koch Leesburg, Virginia	$9.9M	+$853K	2	6.48%	Increased
1410	BMC Benin Management Corp Wilton, Connecticut	$9.9M	-$121K	4	6.13%	Reduced
1411	Roundview Capital Princeton, New Jersey	$9.9M	-$812K	5	5.16%	Reduced
1412	PFS Penseco Financial Services Scranton, Pennsylvania	$9.9M	+$470K	5	7.05%	Increased
1413	SNT Security National Trust Wheeling, West Virginia	$9.9M	+$822K	6	4.45%	Increased
1414	SSI Investment Management Los Angeles, California	$9.9M	+$1.02M	5	0.89%	Increased
1415	TCM Tradition Capital Management Summit, New Jersey	$9.8M	-$114K	3	3.47%	Reduced
1416	HC Highmount Capital New York	$9.8M	-$201K	4	2.42%	Reduced
1417	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$9.8M	-$14.8K	3	3.26%	Reduced
1418	FAM Fiduciary Asset Management St. Louis, Missouri	$9.8M	-$12.5M	1	2.29%	Reduced
1419	Dixon Hubard Feinour & Brown Roanoke, Virginia	$9.8M	-$71.9K	2	4.15%	Reduced
1420	KCA KR Capital Advisors New York	$9.8M	+$457K	1	1.61%	Increased
1421	Needham Investment Management New York	$9.7M	$0	1	2.18%	Maintained
1422	Univest Financial Souderton, Pennsylvania	$9.7M	-$64.9K	4	5.2%	Reduced
1423	Motley Fool Asset Management Alexandria, Virginia	$9.7M	+$3.19M	1	2.9%	Increased
1424	Advisor Partners Walnut Creek, California	$9.7M	+$782K	5	6.93%	Increased
1425	Bridges Investment Management Omaha, Nebraska	$9.7M	-$887K	4	2.4%	Reduced