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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	KC Keenan Capital Burlingame, California	$25.1M	+$26.3M	4	18.24%	New
1502	BP Bandera Partners New York	$25.1M	$0	2	20.66%	Maintained
1503	Clearstead Advisors Cleveland, Ohio	$25.1M	-$1.02M	7	3.4%	Reduced
1504	Verity & Verity Beaufort, South Carolina	$25M	+$752K	4	6.72%	Increased
1505	JLB & Associates Plymouth, Michigan	$25M	+$721K	3	5.42%	Increased
1506	Cortina Asset Management Milwaukee, Wisconsin	$24.9M	-$2.85M	3	1.1%	Reduced
1507	Hartline Investment Corp Winnetka, Illinois	$24.9M	+$3.08M	6	6.9%	Increased
1508	Buckingham Strategic Wealth Clayton, Missouri	$24.9M	+$10.1M	7	5.18%	Increased
1509	Signature Estate & Investment Advisors Los Angeles, California	$24.8M	+$783K	7	2.54%	Increased
1510	Vision Capital Management Portland, Oregon	$24.7M	-$788K	3	7.2%	Reduced
1511	American National Bank & Trust Wichita Falls, Texas	$24.6M	+$645K	8	6.94%	Increased
1512	WIM Wittenberg Investment Management Carlisle, Massachusetts	$24.6M	-$191K	3	10.69%	Reduced
1513	Tudor Investment Corp Stamford, Connecticut	$24.5M	-$2.12M	11	0.62%	Reduced
1514	BWM Buckley Wealth Management Las Vegas, Nevada	$24.5M	+$23.6M	7	12.27%	New
1515	Checchi Capital Advisers Beverly Hills, California	$24.4M	+$2.41M	10	3.28%	Increased
1516	Northstar Investment Advisors Denver, Colorado	$24.4M	+$1.14M	4	4.4%	Increased
1517	FBP Flippin Bruce & Porter Lynchburg, Virginia	$24.4M	+$1.3M	2	5.18%	Increased
1518	Alta Park Capital San Francisco, California	$24.3M	+$9.24M	4	19.14%	Increased
1519	HC Hourglass Capital Houston, Texas	$24.3M	+$278K	7	5.53%	Increased
1520	EVM Evelyn V. Moreno	$24.2M	+$2.25M	4	7.34%	Increased
1521	Kovack Advisors Ft. Lauderdale, Florida	$24.2M	+$892K	10	6.12%	Increased
1522	VCP Vernier Capital Partners New York	$24.2M	+$11.7M	2	12.93%	Increased
1523	MFS Monetta Financial Services Wheaton, Illinois	$24.1M	$0	4	12.49%	Maintained
1524	D.L. Carlson Investment Group Concord, New Hampshire	$24.1M	-$119K	4	7.15%	Reduced
1525	Blume Capital Management Berkeley, California	$24.1M	-$455K	8	12.34%	Reduced