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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	BHA Beech Hill Advisors New York	$9.31M	+$333K	6	5.57%	Increased
1927	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$9.3M	+$4.66M	4	3.88%	Increased
1928	Capital Impact Advisors Boston, Massachusetts	$9.29M	$0	5	3.85%	Maintained
1929	CIC Chase Investment Counsel Charlottesville, Virginia	$9.26M	+$1.56M	2	4.61%	Increased
1930	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$9.26M	-$2.96M	2	9.69%	Reduced
1931	Fort Point Capital Partners San Francisco, California	$9.25M	+$427K	7	5.05%	Increased
1932	MAM Marketfield Asset Management New York	$9.25M	-$2.96M	1	1.84%	Reduced
1933	SBA Seven Bridges Advisors New York	$9.24M	-$497K	5	9.42%	Reduced
1934	Zeke Capital Advisors Berwyn, Pennsylvania	$9.21M	+$6.03M	6	2.49%	Increased
1935	DWM Darwin Wealth Management Tampa, Florida	$9.21M	+$3M	5	6.18%	Increased
1936	Baker Ellis Asset Management Vancouver, Washington	$9.2M	-$153K	5	2.7%	Reduced
1937	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$9.19M	-$110K	6	4.75%	Reduced
1938	Bath Savings Trust Bath, Maine	$9.18M	+$1.03M	4	2.83%	Increased
1939	SCM Salem Capital Management Woburn, Massachusetts	$9.17M	-$147K	2	5.05%	Reduced
1940	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$9.17M	+$125K	6	5.66%	Increased
1941	K.J. Harrison & Partners Toronto, Ontario, Canada	$9.16M	+$1.44M	5	3.66%	Increased
1942	HCR Wealth Advisors Los Angeles, California	$9.16M	+$13.6M	6	4.84%	New
1943	IMOV Investment Management of Virginia Richmond, Virginia	$9.14M	+$51.6K	2	2.18%	Increased
1944	OWIM Old West Investment Management Los Angeles, California	$9.13M	-$495K	1	5.58%	Reduced
1945	PAM Prudence Asset Management Hong Kong	$9.13M	+$8.47M	1	9.82%	Increased
1946	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$9.12M	-$107K	8	7.24%	Reduced
1947	Gibraltar Capital Management Tulsa, Oklahoma	$9.08M	+$347K	3	8.44%	Increased
1948	CW Cabot-Wellington Boston, Massachusetts	$9.07M	$0	1	6.69%	Maintained
1949	OIM Orca Investment Management Roseburg, Oregon	$9.06M	+$3.28M	4	8.84%	Increased
1950	Isthmus Partners Madison, Wisconsin	$9.06M	+$83.9K	6	2.73%	Increased