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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	BL BCWM LLC Overland Park, Kansas	$4.56M	+$383K	2	2.4%	Increased
1927	KC Kingfisher Capital Charlotte, North Carolina	$4.55M	+$1.31M	4	2.4%	Increased
1928	Wolverine Asset Management Chicago, Illinois	$4.53M	-$75.5M	5	0.1%	Reduced
1929	MBT Monroe Bank & Trust Monroe, Michigan	$4.52M	+$37.4K	5	1.51%	Increased
1930	RWM Rench Wealth Management Denton, Texas	$4.5M	-$1.28M	2	4.27%	Reduced
1931	IAM ICM Asset Management Spokane, Washington	$4.5M	+$188K	2	4.28%	Increased
1932	MSP Madison Street Partners Denver, Colorado	$4.49M	+$1.29M	2	3.15%	Increased
1933	Chatham Capital Group Savannah, Georgia	$4.47M	+$4.58K	1	1.85%	Increased
1934	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$4.46M	-$14.5M	1	6.21%	Reduced
1935	FCB First Citizens Bancorporation Columbia, South Carolina	$4.45M	+$802K	3	3.58%	Increased
1936	James Investment Research Alpha, Ohio	$4.44M	-$7.24M	3	0.14%	Reduced
1937	Oberweis Asset Management Lisle, Illinois	$4.44M	+$3.13M	2	0.93%	Increased
1938	Moneta Group Investment Advisors St Louis, Missouri	$4.43M	-$260K	4	2.62%	Reduced
1939	TF Trutina Financial Bellevue, Washington	$4.43M	+$416K	4	3.29%	Increased
1940	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$4.43M	+$64.5K	4	4.36%	Increased
1941	K Kemper Chicago, Illinois	$4.43M	$0	1	1.33%	Maintained
1942	HCA Horan Capital Advisors Cincinnati, Ohio	$4.43M	+$771K	4	4.26%	Increased
1943	BA Bennicas & Associates Portola Valley, California	$4.41M	-$275K	3	3.52%	Reduced
1944	Portland Global Advisors Portland, Maine	$4.38M	+$1.04M	5	2.58%	Increased
1945	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$4.36M	-$13.3K	3	2.64%	Reduced
1946	T TOBAM Paris, France	$4.36M	-$6.18M	1	0.22%	Reduced
1947	SC Scholtz & Company Stamford, Connecticut	$4.36M	+$4.62M	3	4.67%	New
1948	WCAM West Coast Asset Management Montecito, California	$4.36M	-$1.58M	1	9.57%	Reduced
1949	Vicus Capital State College, Pennsylvania	$4.35M	+$174K	2	1.47%	Increased
1950	MPEM Marathon Partners Equity Management New York	$4.35M	-$1.75M	1	1.98%	Reduced