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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
1601	American Assets Investment Management San Diego, California	$16.6M	$0	4	3.39%	Maintained
1602	SCA Snowden Capital Advisors New York	$16.6M	+$2.47M	7	3.65%	Increased
1603	Catalyst Capital Advisors Huntington, New York	$16.6M	-$8.22M	5	0.83%	Reduced
1604	LVM Capital Management Portage, Michigan	$16.6M	-$42.3K	5	4.27%	Reduced
1605	SWK Stephen W. Kidder	$16.6M	-$319K	5	6.38%	Reduced
1606	WCM Woodson Capital Management Greenwich, Connecticut	$16.6M	+$996K	3	13.48%	Increased
1607	LA Lynch & Associates Newburgh, Indiana	$16.6M	+$242K	3	6.76%	Increased
1608	Hollencrest Capital Management Newport Beach, California	$16.6M	+$335K	6	2.41%	Increased
1609	Heritage Trust Oklahoma City, Oklahoma	$16.6M	+$16.3M	8	6.31%	New
1610	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$16.6M	+$834K	4	7.47%	Increased
1611	Lyell Wealth Management Menlo Park, California	$16.5M	+$1.45M	5	8.95%	Increased
1612	CCC Chelsea Counsel Company Los Angeles, California	$16.5M	+$1.09M	6	8.47%	Increased
1613	Connable Office Inc Kalamazoo, Michigan	$16.5M	-$230K	5	3.72%	Reduced
1614	Whitney & Co Rochester, New York	$16.5M	+$286K	6	5.98%	Increased
1615	VEPM Vista Equity Partners Management San Francisco, California	$16.4M	+$3.67M	2	7.49%	Increased
1616	JCM JD Capital Management Darien, Connecticut	$16.4M	+$16M	3	5.33%	New
1617	Linscomb Wealth Houston, Texas	$16.4M	+$199K	6	1.48%	Increased
1618	FIM Freedom Investment Management Hartford, Connecticut	$16.3M	+$783K	11	0.95%	Increased
1619	CCM Crossvault Capital Management San Antonio, Texas	$16.3M	+$1.94M	4	10.14%	Increased
1620	Toth Financial Advisory Leesburg, Virginia	$16.3M	+$275K	6	4.34%	Increased
1621	AIS American Investment Services Great Barrington, Massachusetts	$16.3M	-$245K	3	6.63%	Reduced
1622	QC QCM Cayman Houston, Texas	$16.2M	+$15.7M	5	3.06%	Increased
1623	Spinnaker Trust Portland, Maine	$16.2M	+$189K	6	2.11%	Increased
1624	HBWM Hollow Brook Wealth Management Katonah, New York	$16.2M	-$4.44M	2	12.63%	Reduced
1625	ICP IBIS Capital Partners London, United Kingdom	$16.2M	-$4.34M	1	9.6%	Reduced