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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	HC Hourglass Capital Houston, Texas	$12M	-$5.54M	5	2%	Reduced
1402	ACM Argyle Capital Management Center Valley, Pennsylvania	$12M	+$76K	3	5.9%	Increased
1403	Old Mutual Customised Solutions Pinelands, South Africa	$12M	+$1.15M	9	3.01%	Increased
1404	Greenwood Gearhart Fayetteville, Arkansas	$12M	+$3.64M	3	5.94%	Increased
1405	PAA Peregrine Asset Advisers Portland, Oregon	$12M	+$2.64M	6	9.25%	Increased
1406	Capital Wealth Planning Naples, Florida	$12M	+$9.5M	4	5.15%	Increased
1407	VST Van Strum & Towne San Francisco, California	$11.9M	+$43.8K	2	7.65%	Increased
1408	Intel Corp Santa Clara, California	$11.9M	$0	1	56.23%	Maintained
1409	Penn Capital Management Philadelphia, Pennsylvania	$11.9M	-$173K	1	0.45%	Reduced
1410	Meeder Asset Management Dublin, Ohio	$11.8M	+$11.4M	4	1.94%	Increased
1411	SCG Strategic Capital Group Gig Harbor, Washington	$11.8M	+$3M	5	3.82%	Increased
1412	Dorsey & Whitney Trust Sioux Falls, South Dakota	$11.8M	+$882K	5	2.7%	Increased
1413	PAM Paradigm Asset Management New York	$11.8M	+$2.02M	7	1.6%	Increased
1414	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$11.7M	+$2.01M	2	1.77%	Increased
1415	KAS Kemnay Advisory Services New York	$11.7M	+$12.9M	3	5.88%	New
1416	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$11.7M	+$78.2K	2	3.65%	Increased
1417	HC Highmount Capital New York	$11.6M	-$901K	4	2.71%	Reduced
1418	CIBC Bank USA Chicago, Illinois	$11.6M	-$982K	5	2.41%	Reduced
1419	TCOT Trust Company of Toledo Holland, Ohio	$11.6M	-$116K	5	3.52%	Reduced
1420	WIC Whitegate Investment Counselors Concord, New Hampshire	$11.6M	+$11.1M	3	3.18%	New
1421	HHC Hutchin Hill Capital New York	$11.6M	+$4.54M	5	0.6%	Increased
1422	FIM FourPoints Investment Managers Paris, France	$11.6M	-$472K	4	1.11%	Reduced
1423	Moors & Cabot Boston, Massachusetts	$11.6M	+$11.2M	4	2.93%	New
1424	LG Laidlaw Group Bedford Hills, New York	$11.6M	+$168K	4	6.06%	Increased
1425	MPA Marvin & Palmer Associates Wilmington, Delaware	$11.6M	-$2.73M	3	10.14%	Reduced