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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
1901	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$8.14M	+$7.75M	1	2.39%	New
1902	CIA Covington Investment Advisors Ligonier, Pennsylvania	$8.14M	+$2.79M	2	3.76%	Increased
1903	CC Cipher Capital New York	$8.13M	+$3.42M	2	1.16%	Increased
1904	TIA Tiemann Investment Advisors Menlo Park, California	$8.13M	-$728K	7	8.25%	Reduced
1905	GPC Glacier Peak Capital Bellevue, Washington	$8.12M	+$1.87M	1	5.17%	Increased
1906	PAS Partnervest Advisory Services Santa Barbara, California	$8.1M	-$251K	4	4.5%	Reduced
1907	ACM Accipiter Capital Management Palm Beach Gardens, Florida	$8.1M	+$7.67M	1	4.42%	New
1908	Blue Fin Capital Warren, Rhode Island	$8.09M	+$372K	5	6.23%	Increased
1909	CWA Cypress Wealth Advisors San Francisco, California	$8.08M	+$321K	6	4.09%	Increased
1910	LCM Lucas Capital Management Red Bank, New Jersey	$8.07M	-$239K	6	5.18%	Reduced
1911	RBO & Co Saint Helena, California	$8.07M	-$147K	3	2.47%	Reduced
1912	LC Lincoln Capital Lincoln, Nebraska	$8.06M	+$4.52M	4	6.42%	Increased
1913	MIC MU Investments Company Tokyo, Japan	$8.03M	-$5.92M	6	4.76%	Reduced
1914	CMG Cavalry Management Group San Francisco, California	$8.02M	+$7.63M	2	14.69%	New
1915	WC Whitnell & Co Oak Brook, Illinois	$8.01M	-$204K	6	3.02%	Reduced
1916	Arete Wealth Advisors Chicago, Illinois	$8.01M	+$1.94M	6	4.85%	Increased
1917	DSC Duncker Streett & Co St. Louis, Missouri	$8M	+$1.72M	7	3%	Increased
1918	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$7.99M	-$95.7K	6	4.99%	Reduced
1919	BCA Bray Capital Advisors Naples, Florida	$7.97M	+$5.07M	5	5.05%	Increased
1920	FCM Forester Capital Management Lake Forest, Illinois	$7.92M	-$519K	3	7.17%	Reduced
1921	Capital Impact Advisors Boston, Massachusetts	$7.91M	-$1.31M	5	3.78%	Reduced
1922	GHP Investment Advisors Denver, Colorado	$7.9M	-$1.42M	5	1.91%	Reduced
1923	UAM UAS Asset Management New York	$7.88M	+$1.73M	4	5.04%	Increased
1924	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$7.87M	-$253K	3	3.6%	Reduced
1925	WSC Wellington Shields & Co New York	$7.85M	+$1.12M	4	5.21%	Increased