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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
1626	MFS Monetta Financial Services Wheaton, Illinois	$12.4M	+$2.66M	4	7.82%	Increased
1627	ICM Intrepid Capital Management Jacksonville Beach, Florida	$12.4M	+$11.1M	1	4.9%	Increased
1628	BCM Beddow Capital Management Jackson, Wyoming	$12.4M	-$371K	1	5.14%	Reduced
1629	WIC Whitegate Investment Counselors Concord, New Hampshire	$12.3M	+$12.2M	5	3.42%	New
1630	MCM Matarin Capital Management New York	$12.3M	+$1.25M	3	1.67%	Increased
1631	CGI Calixto Global Investors Coral Gables, Florida	$12.3M	+$12.1M	1	6.69%	New
1632	RA RiverPark Advisors New York	$12.3M	+$1.02M	3	6%	Increased
1633	Signature Estate & Investment Advisors Los Angeles, California	$12.3M	+$1.26M	4	1.96%	Increased
1634	Toth Financial Advisory Leesburg, Virginia	$12.3M	+$1.21M	5	3.74%	Increased
1635	Salient Capital Advisors Houston, Texas	$12.2M	-$211K	6	0.27%	Reduced
1636	VFS VSR Financial Services Overland Park, Kansas	$12.2M	-$11.1M	7	2.01%	Reduced
1637	SAMNY Samsung Asset Management (New York) New York	$12.2M	-$9.7M	6	9.43%	Reduced
1638	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$12.2M	-$240K	6	4.6%	Reduced
1639	Lourd Capital Beverly Hills, California	$12.1M	+$14K	6	3.42%	Increased
1640	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$12.1M	+$217K	5	5.24%	Increased
1641	Strategic Financial Services Utica, New York	$12.1M	-$49K	4	2.42%	Reduced
1642	MC Muhlenkamp & Co Wexford, Pennsylvania	$12.1M	-$58.5K	1	4.71%	Reduced
1643	Albion Financial Group Salt Lake City, Utah	$12M	+$280K	5	2.16%	Increased
1644	ProVise Management Group Clearwater, Florida	$12M	+$1.94M	6	2.21%	Increased
1645	Main Street Research Lakeville, Connecticut	$12M	+$605K	5	2.47%	Increased
1646	Girard Partners King Of Prussia, Pennsylvania	$12M	+$1.18M	6	4.55%	Increased
1647	Howe & Rusling Rochester, New York	$11.9M	-$1.79M	7	2.62%	Reduced
1648	AAA Adams Asset Advisors Dallas, Texas	$11.9M	+$1.5M	4	2.04%	Increased
1649	CO Caldwell & Orkin Norcross, Georgia	$11.9M	-$1.09M	3	5.15%	Reduced
1650	Moors & Cabot Boston, Massachusetts	$11.9M	-$846K	6	2.08%	Reduced