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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	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$9.5M	-$459K	3	7.07%	Reduced
1852	MWVC Morgens Waterfall Vintiadis & Co New York	$9.5M	+$2.82M	2	8.29%	Increased
1853	Capital Impact Advisors Boston, Massachusetts	$9.48M	$0	5	4.09%	Maintained
1854	Oarsman Capital Milwaukee, Wisconsin	$9.37M	+$377K	6	4.78%	Increased
1855	BHA Beech Hill Advisors New York	$9.37M	+$344K	6	5.73%	Increased
1856	DAM Doheny Asset Management Los Angeles, California	$9.37M	+$21.2K	4	4.81%	Increased
1857	EAMA EFG Asset Management (Americas) Miami, Florida	$9.34M	-$1.11M	2	3.95%	Reduced
1858	YP Yellowstone Partners Idaho Falls, Idaho	$9.34M	+$402K	5	3.43%	Increased
1859	Sonora Investment Management Tucson, Arizona	$9.33M	+$722K	9	1.96%	Increased
1860	LAM Lapides Asset Management Greenwich, Connecticut	$9.31M	-$1.78M	1	1.59%	Reduced
1861	Vicus Capital State College, Pennsylvania	$9.29M	+$131K	4	2.11%	Increased
1862	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$9.29M	-$90.4K	6	2.86%	Reduced
1863	YCG LLC Austin, Texas	$9.29M	-$1.54M	1	2.85%	Reduced
1864	MCA Mercer Capital Advisers Little Silver, New Jersey	$9.28M	+$226K	6	7.45%	Increased
1865	SRP Saddle Road Partners Omaha, Nebraska	$9.28M	-$1.21M	4	5.27%	Reduced
1866	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$9.27M	-$882K	4	4.16%	Reduced
1867	HL HeadInvest LLC Portland, Maine	$9.26M	-$227K	5	3.28%	Reduced
1868	SFA Staton Financial Advisors Charlotte, North Carolina	$9.26M	-$845K	2	8.49%	Reduced
1869	Bingham Osborn & Scarborough San Francisco, California	$9.25M	-$251K	6	0.98%	Reduced
1870	Bell Bank Fargo, North Dakota	$9.24M	+$441K	6	5.82%	Increased
1871	LBC Lawrence B. Cohen	$9.24M	+$490K	4	5.5%	Increased
1872	OWIM Old West Investment Management Los Angeles, California	$9.23M	-$5.01M	1	6.72%	Reduced
1873	CW Cabot-Wellington Boston, Massachusetts	$9.2M	-$36.8K	1	7.44%	Reduced
1874	LLC Latimer Light Capital New York	$9.19M	+$8.4M	1	2.38%	New
1875	Telos Capital Management San Diego, California	$9.18M	-$2.51K	5	4.27%	Reduced