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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	FVCM F&V Capital Management Boca Raton, Florida	$5.42M	+$4.05M	3	3.69%	Increased
1927	RBO & Co Saint Helena, California	$5.41M	+$190K	3	1.78%	Increased
1928	Sheets Smith Wealth Management Winston-Salem, North Carolina	$5.41M	+$105K	4	1.41%	Increased
1929	TCP TAMRO Capital Partners Alexandria, Virginia	$5.41M	+$266K	2	0.36%	Increased
1930	Gibraltar Capital Management Tulsa, Oklahoma	$5.4M	+$5.45M	1	4.84%	New
1931	Holderness Investments Company Greensboro, North Carolina	$5.38M	+$5.36M	3	5.5%	New
1932	WBH Advisory Baltimore, Maryland	$5.37M	-$93K	5	2.02%	Reduced
1933	NG Northstar Group New York	$5.34M	+$5.37M	4	4.18%	New
1934	LCM Leisure Capital Management Costa Mesa, California	$5.34M	+$5.27M	4	5.14%	New
1935	DF Dent & Co Baltimore, Maryland	$5.34M	+$20.2K	4	0.13%	Increased
1936	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$5.33M	+$241K	2	3.56%	Increased
1937	Kelleher Financial Advisors New York	$5.33M	-$70.4K	3	2.86%	Reduced
1938	LBG Lloyds Banking Group London, United Kingdom	$5.32M	-$19.2M	2	10.26%	Reduced
1939	JIC JRM Investment Counsel Omaha, Nebraska	$5.32M	+$5.4M	2	4.8%	New
1940	Apex Capital Orinda, California	$5.31M	+$5.38M	1	0.37%	New
1941	CM Cascabel Management New York	$5.31M	$0	1	9.8%	Maintained
1942	HIM Harbour Investment Management Edmonds, Washington	$5.31M	-$201K	1	3.34%	Reduced
1943	Lombard Odier Asset Management (USA) New York	$5.31M	-$4.51M	1	0.36%	Reduced
1944	RWM Rench Wealth Management Denton, Texas	$5.29M	-$113K	2	4.45%	Reduced
1945	FCB First Citizens Bancorporation Columbia, South Carolina	$5.28M	+$294K	2	3.55%	Increased
1946	LI Longer Investments Fayetteville, Arkansas	$5.28M	+$2.44M	2	3.91%	Increased
1947	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$5.28M	+$1.28M	3	1.31%	Increased
1948	LD Lipe & Dalton Syracuse, New York	$5.26M	-$36.6K	3	3.52%	Reduced
1949	KFP Keystone Financial Planning Cleveland, Ohio	$5.26M	-$25.6K	1	3.88%	Reduced
1950	Bellecapital Zurich, Switzerland	$5.24M	-$1.1M	5	7.13%	Reduced