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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
1851	MWVC Morgens Waterfall Vintiadis & Co New York	$8.94M	-$3.68M	4	6.2%	Reduced
1852	Nicholas Investment Partners Rancho Santa Fe, California	$8.93M	+$5.44M	3	0.65%	Increased
1853	CW Cabot-Wellington Boston, Massachusetts	$8.93M	-$434K	1	6.58%	Reduced
1854	RBO & Co Saint Helena, California	$8.92M	+$138K	3	2.67%	Increased
1855	RGC Roberts, Glore & Co Deerfield, Illinois	$8.91M	-$206K	6	6.75%	Reduced
1856	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$8.87M	-$105K	2	6.57%	Reduced
1857	Masters Capital Management Atlanta, Georgia	$8.86M	+$7.21M	1	0.19%	New
1858	NC Northpointe Capital Bloomfield Hills, Michigan	$8.86M	+$1.32M	3	1.1%	Increased
1859	FCM Firsthand Capital Management San Jose, California	$8.84M	-$2.28M	4	7.62%	Reduced
1860	DSC Duncker Streett & Co St. Louis, Missouri	$8.83M	+$398K	7	3.27%	Increased
1861	RIG Renaissance Investment Group Lenox, Massachusetts	$8.83M	+$2.37M	4	4.44%	Increased
1862	GHP Investment Advisors Denver, Colorado	$8.82M	+$451K	5	2%	Increased
1863	West Coast Financial Santa Barbara, California	$8.8M	-$1.77M	3	3.63%	Reduced
1864	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$8.78M	+$15.6K	8	7.49%	Increased
1865	Hills Bank & Trust North Liberty, Iowa	$8.74M	+$929K	4	3.22%	Increased
1866	CFP Cornerstone Financial Partners Huntersville, North Carolina	$8.73M	+$153K	6	3.38%	Increased
1867	Rafferty Asset Management New York	$8.72M	+$457K	6	0.47%	Increased
1868	Capital Wealth Planning Naples, Florida	$8.67M	+$1.37M	3	6.23%	Increased
1869	Smithfield Trust Pittsburgh, Pennsylvania	$8.64M	+$794K	10	1.68%	Increased
1870	L.J. Altfest & Co New York	$8.63M	-$58.5K	5	8.89%	Reduced
1871	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$8.62M	+$2.26M	6	2.15%	Increased
1872	Oarsman Capital Milwaukee, Wisconsin	$8.62M	-$4.32K	6	4.58%	Reduced
1873	CWA Cypress Wealth Advisors San Francisco, California	$8.61M	+$401K	6	3.94%	Increased
1874	WC Whitnell & Co Oak Brook, Illinois	$8.61M	+$129K	6	3.2%	Increased
1875	AAM Aston Asset Management Chicago, Illinois	$8.57M	+$483K	4	5.02%	Increased