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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	White Pine Investment Company Livonia, Michigan	$17M	-$2.59M	3	9.08%	Reduced
1877	Weik Capital Management Wyomissing, Pennsylvania	$16.9M	-$258K	4	9.22%	Reduced
1878	PCR Potrero Capital Research San Francisco, California	$16.9M	-$5.78M	4	11.85%	Reduced
1879	DC DPM Capital Coral Gables, Florida	$16.9M	+$17.6M	2	9.85%	New
1880	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$16.9M	-$256K	6	6.87%	Reduced
1881	Kore Private Wealth New York	$16.9M	+$18.1M	13	4.64%	New
1882	Prospera Financial Services Dallas, Texas	$16.8M	+$3.33M	7	3.4%	Increased
1883	Argyle Capital Management Center Valley, Pennsylvania	$16.8M	-$433K	5	7.13%	Reduced
1884	Burleson & Co Petaluma, California	$16.8M	+$3.05M	6	8.68%	Increased
1885	Lucia Wealth Services San Diego, California	$16.8M	-$5.21M	6	7.89%	Reduced
1886	Center Lake Capital Management West Palm Beach, Florida	$16.7M	+$15.4M	1	21.36%	New
1887	MJP Michael J. Puzo	$16.7M	-$509K	4	7.42%	Reduced
1888	Riverstone Advisors New Braunfels, Texas	$16.7M	+$17.9M	3	16.67%	New
1889	Private Capital Advisors Darien, Connecticut	$16.7M	-$6.64M	5	5.98%	Reduced
1890	Boenning & Scattergood West Conshohocken, Pennsylvania	$16.7M	+$2.6M	7	5.81%	Increased
1891	Brasada Capital Management Houston, Texas	$16.7M	+$383K	6	5.55%	Increased
1892	Comerica Securities Detroit, Michigan	$16.6M	-$2.74M	10	2.2%	Reduced
1893	Condor Capital Management Martinsville, New Jersey	$16.6M	+$1.98M	7	3.03%	Increased
1894	Smithfield Trust Pittsburgh, Pennsylvania	$16.6M	-$968K	13	1.94%	Reduced
1895	CRCP Copper Rock Capital Partners Boston, Massachusetts	$16.6M	+$5.92M	1	1.3%	Increased
1896	WEC White Elm Capital Greenwich, Connecticut	$16.6M	-$19.7M	1	4.62%	Reduced
1897	SFSIG San Francisco Sentry Investment Group San Francisco, California	$16.6M	+$185K	14	7.81%	Increased
1898	Rehmann Capital Advisory Group Lansing, Michigan	$16.6M	+$1.16M	17	2.48%	Increased
1899	First Merchants Corp Muncie, Indiana	$16.5M	+$477K	5	3.17%	Increased
1900	Bain Capital Venture Investors Boston, Massachusetts	$16.5M	$0	1	4.07%	Maintained