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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	PH Pinnacle Holdings Tulsa, Oklahoma	$4.49M	-$160K	3	1.3%	Reduced
1927	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$4.48M	+$176K	2	3.09%	Increased
1928	MJP Michael J. Puzo	$4.48M	+$203K	2	3.27%	Increased
1929	ST Somerset Trust Somerset, Pennsylvania	$4.48M	+$4.21M	3	3.4%	New
1930	SFP Santa Fe Partners Santa Fe, New Mexico	$4.47M	-$1.57M	3	0.73%	Reduced
1931	Moneta Group Investment Advisors St Louis, Missouri	$4.46M	-$287K	4	2.69%	Reduced
1932	MHIM MacNealy Hoover Investment Management Canton, Ohio	$4.44M	+$4.27M	3	4.12%	New
1933	Atika Capital Management New York	$4.43M	+$4.01M	1	3.94%	New
1934	TWI Thomas White International Chicago, Illinois	$4.42M	-$2.6M	3	0.64%	Reduced
1935	Telemus Capital Southfield, Michigan	$4.41M	-$329K	4	1.27%	Reduced
1936	Chilton Investment Company Stamford, Connecticut	$4.4M	+$1.05M	4	0.13%	Increased
1937	BA Bennicas & Associates Portola Valley, California	$4.4M	-$746K	3	3.36%	Reduced
1938	Northeast Financial Consultants Westport, Connecticut	$4.4M	+$4.01M	3	2.94%	New
1939	HPBT High Point Bank & Trust High Point, North Carolina	$4.39M	-$34.1K	4	1.46%	Reduced
1940	NES New England Securities New York	$4.38M	+$526K	10	1.82%	Increased
1941	Proffitt & Goodson Knoxville, Tennessee	$4.38M	-$58.1K	3	2.86%	Reduced
1942	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$4.38M	+$503K	5	3.55%	Increased
1943	MIG Mariner Investment Group Harrison, New York	$4.37M	-$10.8M	2	0.66%	Reduced
1944	RIG Renaissance Investment Group Lenox, Massachusetts	$4.37M	-$180K	3	2.22%	Reduced
1945	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$4.36M	+$3.46M	2	0.14%	Increased
1946	Chatham Capital Group Savannah, Georgia	$4.35M	+$18.1K	1	1.81%	Increased
1947	PKO Investment Management Joint-Stock Warsaw, Poland	$4.33M	+$4.12M	3	4.22%	New
1948	UIM Underhill Investment Management Greenbrae, California	$4.33M	-$4.12M	1	2.06%	Reduced
1949	WOC West Oak Capital Westlake Village, California	$4.32M	-$319K	4	3.19%	Reduced
1950	Rafferty Asset Management New York	$4.32M	+$3.09M	6	1.03%	Increased