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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
1501	CIM CIM Investment Management Pittsburgh, Pennsylvania	$11M	+$161K	5	4.76%	Increased
1502	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$11M	+$127K	3	4.31%	Increased
1503	SFA Staton Financial Advisors Charlotte, North Carolina	$10.9M	+$11.2M	2	9.99%	New
1504	Steinberg Global Asset Management Boca Raton, Florida	$10.9M	+$1.25M	4	2.19%	Increased
1505	Northstar Investment Advisors Denver, Colorado	$10.9M	-$40.2K	2	2.78%	Reduced
1506	Kayne Anderson Rudnick Investment Management Los Angeles, California	$10.9M	+$9.6M	4	0.17%	Increased
1507	PSI Pinnacle Summer Investments Fairfax, Virginia	$10.9M	+$461K	9	1.51%	Increased
1508	SFP Santa Fe Partners Santa Fe, New Mexico	$10.9M	+$4.32M	4	1.32%	Increased
1509	LVM Capital Management Portage, Michigan	$10.9M	-$292K	4	3.65%	Reduced
1510	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$10.9M	-$23.7M	6	0.92%	Reduced
1511	NCM Neumann Capital Management Foster City, California	$10.9M	+$160K	4	6.95%	Increased
1512	Checchi Capital Advisers Beverly Hills, California	$10.9M	+$1.1M	6	3.21%	Increased
1513	Lourd Capital Beverly Hills, California	$10.9M	-$259K	5	1.06%	Reduced
1514	Beaumont Financial Advisors Needham, Massachusetts	$10.9M	+$401K	4	0.38%	Increased
1515	PWW Pettyjohn Wood & White Lynchburg, Virginia	$10.9M	-$28.7K	4	4.5%	Reduced
1516	AHS Aspiriant Holdings S3 Los Angeles, California	$10.9M	+$793K	4	4.32%	Increased
1517	MCG Meru Capital Group New York	$10.8M	-$1.79M	1	2.46%	Reduced
1518	Peak Asset Management Louisville, Colorado	$10.8M	+$978K	4	5.35%	Increased
1519	GW & Wade Wellesley, Massachusetts	$10.8M	+$3.51M	6	2.03%	Increased
1520	KMC Kirr Marbach & Co Columbus, Indiana	$10.8M	-$58.8K	1	1.93%	Reduced
1521	Engineers Gate Manager New York	$10.7M	+$3.58M	9	1.43%	Increased
1522	FCM Forester Capital Management Lake Forest, Illinois	$10.7M	-$372K	3	8.58%	Reduced
1523	SFSIG San Francisco Sentry Investment Group San Francisco, California	$10.7M	-$249K	5	6.38%	Reduced
1524	State of Alaska Department of Revenue Juneau, Alaska	$10.7M	+$5.93M	2	2.14%	Increased
1525	NTV Asset Management Charleston, West Virginia	$10.7M	+$582K	5	3.17%	Increased