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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	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$8.24M	+$307K	6	4.89%	Increased
1902	MIC MU Investments Company Tokyo, Japan	$8.24M	-$86.1K	6	5.21%	Reduced
1903	MCA Mercer Capital Advisers Little Silver, New Jersey	$8.24M	+$48.3K	7	7.04%	Increased
1904	Legacy Private Trust Neenah, Wisconsin	$8.24M	+$732K	4	1.24%	Increased
1905	BHA Beech Hill Advisors New York	$8.23M	-$3.03M	6	6.44%	Reduced
1906	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$8.22M	+$3.11M	2	0.75%	Increased
1907	CSC Cove Street Capital El Segundo, California	$8.22M	+$2.89M	1	1.07%	Increased
1908	Isthmus Partners Madison, Wisconsin	$8.19M	-$644K	6	2.73%	Reduced
1909	IMOV Investment Management of Virginia Richmond, Virginia	$8.15M	-$1.94M	2	2.14%	Reduced
1910	OIA Optimum Investment Advisors Chicago, Illinois	$8.14M	-$172K	6	3.2%	Reduced
1911	BW Gestao de Investimentos Sao Paulo, Brazil	$8.12M	-$394K	6	4.85%	Reduced
1912	CCM CrestPoint Capital Management Four Seasons, Missouri	$8.05M	+$861K	5	4.38%	Increased
1913	SCM Stellar Capital Management Phoenix, Arizona	$8.05M	+$67.2K	5	8.9%	Increased
1914	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$8.04M	-$253K	4	4.13%	Reduced
1915	CRB Chad R. Baker	$8.02M	-$73.6K	2	3.64%	Reduced
1916	Woodmont Investment Counsel Nashville, Tennessee	$7.99M	+$359K	9	2.41%	Increased
1917	NIC Northwest Investment Counselors Lake Oswego, Oregon	$7.99M	+$38.7K	4	4.53%	Increased
1918	Needham Investment Management New York	$7.97M	+$584K	1	2.08%	Increased
1919	SA Strategic Advisors New York	$7.94M	-$359K	6	4.52%	Reduced
1920	LIM Loudon Investment Management West Lebanon, New Hampshire	$7.94M	-$12.2K	2	6.39%	Reduced
1921	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$7.9M	-$15.7K	4	4.49%	Reduced
1922	ACP Andalusian Capital Partners Greenwich, Connecticut	$7.86M	-$14.5M	2	6.81%	Reduced
1923	Forvis Mazars Wealth Advisors Springfield, Missouri	$7.84M	-$25.6K	6	1.25%	Reduced
1924	GIM Guild Investment Management Los Angeles, California	$7.84M	-$514K	2	12.03%	Reduced
1925	Steinberg Global Asset Management Boca Raton, Florida	$7.84M	+$704K	5	1.47%	Increased