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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
1876	HW Hedeker Wealth Lincolnshire, Illinois	$10M	+$4.76M	5	8.27%	Increased
1877	LCM Lee Capital Management New York	$10M	+$10.2M	4	9.45%	New
1878	Abbrea Capital Greenbrae, California	$10M	+$10M	6	4.69%	New
1879	SCM Stonerise Capital Management San Francisco, California	$10M	-$4.78M	1	11.4%	Reduced
1880	Stearns Financial Services Group Greensboro, North Carolina	$10M	-$81.3K	5	2.59%	Reduced
1881	Laffer Tengler Investments Nashville, Tennessee	$10M	-$3.39M	1	2.68%	Reduced
1882	Venturi Wealth Management Austin, Texas	$10M	+$581K	3	2.8%	Increased
1883	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$9.9M	+$507K	4	7.25%	Increased
1884	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$9.9M	+$673K	3	2.81%	Increased
1885	Water Island Capital New York	$9.9M	+$1.64M	3	0.68%	Increased
1886	CWM Catamount Wealth Management Westport, Connecticut	$9.9M	+$4.53M	6	8.06%	Increased
1887	NI Nepsis Inc Minneapolis, Minnesota	$9.9M	+$3.66M	2	5.69%	Increased
1888	Woodmont Investment Counsel Nashville, Tennessee	$9.9M	+$2.23M	6	2.86%	Increased
1889	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$9.9M	+$1.27M	6	5.17%	Increased
1890	CBN Cadence Bank NA Houston, Texas	$9.9M	+$379K	6	4.65%	Increased
1891	RBO & Co Saint Helena, California	$9.9M	-$58.9K	3	2.94%	Reduced
1892	BCM Bluefin Capital Management New York	$9.9M	+$5.69M	5	0.61%	Increased
1893	CAM Chesapeake Asset Management New York	$9.9M	+$640K	3	8.59%	Increased
1894	SRFM Shannon River Fund Management New York	$9.9M	+$3.98M	1	3.08%	Increased
1895	Vicus Capital State College, Pennsylvania	$9.9M	-$5.93K	4	2.2%	Reduced
1896	HIM Hutchens Investment Management Concord, New Hampshire	$9.8M	+$1.38M	5	10.26%	Increased
1897	WBG Wharton Business Group Malvern, Pennsylvania	$9.8M	+$697K	5	1.16%	Increased
1898	AAM AR Asset Management West Hollywood, California	$9.8M	-$177K	3	4.18%	Reduced
1899	NME Notis-McConarty Edward	$9.8M	-$98.7K	6	6.73%	Reduced
1900	EI EDMP Inc Lutz, Florida	$9.7M	+$76.8K	5	9.61%	Increased