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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
1926	FHC First Houston Capital Houston, Texas	$3.11M	+$3.11M	3	3.34%	New
1927	BCM Bluefin Capital Management New York	$3.1M	-$6.78M	2	0.29%	Reduced
1928	HCMT Highland Capital Management (Texas) Dallas, Texas	$3.1M	+$724K	4	0.2%	Increased
1929	MMCM Marque Millennium Capital Management New York	$3.1M	$0	2	1.53%	Maintained
1930	WKA Wilson Kemp & Associates Birmingham, Michigan	$3.08M	-$5.7M	2	6.8%	Reduced
1931	HC Hendley & Co Zanesville, Ohio	$3.07M	-$2.93M	1	2.55%	Reduced
1932	Nadler Financial Group Deerfield, Illinois	$3.07M	-$1.25M	4	2.23%	Reduced
1933	F Filament Seattle, Washington	$3.06M	+$15.5K	2	1.55%	Increased
1934	GCM Glaxis Capital Management Sarasota, Florida	$3.05M	+$2.03M	1	6.14%	Increased
1935	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$3.05M	+$377K	1	1.78%	Increased
1936	St. Denis J. Villere & Co New Orleans, Louisiana	$3.05M	-$194K	2	0.14%	Reduced
1937	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$3.05M	+$318K	3	4.42%	Increased
1938	Steel Grove Capital Advisors Memphis, Tennessee	$3.04M	-$80.4K	1	0.86%	Reduced
1939	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$3.03M	+$56.2K	3	5.58%	Increased
1940	ACM Argentus Capital Management Dallas, Texas	$3.03M	-$117K	2	0.7%	Reduced
1941	Formidable Asset Management Cincinnati, Ohio	$3.03M	+$3.01M	6	2.62%	New
1942	Advent Capital Management New York	$3.03M	+$2.98M	2	0.04%	New
1943	Punch & Associates Investment Management Edina, Minnesota	$3M	-$61.5K	1	0.47%	Reduced
1944	Acropolis Investment Management St. Louis, Missouri	$2.96M	+$155K	3	0.62%	Increased
1945	MS Marshall & Sullivan Seattle, Washington	$2.96M	-$76.3K	3	5.53%	Reduced
1946	NIM NuWave Investment Management Parsippany, New Jersey	$2.94M	-$193K	8	2.69%	Reduced
1947	PAWC P.A.W. Capital Greenwich, Connecticut	$2.94M	-$2.15M	3	2.49%	Reduced
1948	HCA Horan Capital Advisors Cincinnati, Ohio	$2.93M	+$1.34M	4	3.48%	Increased
1949	TIC Trees Investment Counsel Chicago, Illinois	$2.92M	-$6.49K	2	2.54%	Reduced
1950	IAM ICM Asset Management Spokane, Washington	$2.9M	-$819K	2	3.13%	Reduced