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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	PCA Prospect Capital Advisors Sausalito, California	$21.4M	+$21.7M	2	14.52%	New
1927	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$21.4M	+$3.54M	7	15.38%	Increased
1928	NIC Northwest Investment Counselors Lake Oswego, Oregon	$21.4M	-$46.8K	5	9.57%	Reduced
1929	Weik Capital Management Wyomissing, Pennsylvania	$21.4M	-$282K	4	12.17%	Reduced
1930	First Nebraska Trust Lincoln, Nebraska	$21.3M	-$38.5K	7	4.69%	Reduced
1931	ARS Wealth Advisors St. Petersburg, Florida	$21.3M	-$408K	5	8.97%	Reduced
1932	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$21.3M	-$292K	8	2.54%	Reduced
1933	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$21.3M	+$704K	9	7.99%	Increased
1934	Signet Financial Management Parsippany, New Jersey	$21.2M	-$1.5M	8	5%	Reduced
1935	ECM EagleClaw Capital Management Boston, Massachusetts	$21.2M	-$126K	6	10.02%	Reduced
1936	Concourse Financial Group Securities Birmingham, Alabama	$21.2M	+$8.26M	18	2.34%	Increased
1937	McRae Capital Management Morristown, New Jersey	$21.2M	-$124K	3	10.34%	Reduced
1938	Quattro Financial Advisors The Woodlands, Texas	$21.2M	+$247M	3	7.7%	Increased
1939	Quinn Opportunity Partners Charlottesville, Virginia	$21.2M	+$21.5M	3	3.2%	Increased
1940	MCG McCollum Christoferson Group Amherst, New York	$21.2M	-$914K	4	8.45%	Reduced
1941	Ramsay Stattman Vela & Price Colorado Springs, Colorado	$21.2M	-$65.7K	3	8.34%	Reduced
1942	Silicon Valley Capital Partners San Jose, California	$21.2M	+$11.7M	3	8.46%	Increased
1943	Principal Street Partners Memphis, Tennessee	$21.1M	+$6.56M	6	8.87%	Increased
1944	Ferris Capital Marlborough, Massachusetts	$21M	+$3.48M	7	9.26%	Increased
1945	Legacy Private Trust Neenah, Wisconsin	$20.9M	-$1.27M	4	2.71%	Reduced
1946	M Holdings Securities Portland, Oregon	$20.9M	+$15.7M	5	3.09%	Increased
1947	Abacus Planning Group Columbia, South Carolina	$20.9M	+$567K	8	10.26%	Increased
1948	Wellington Shields & Co New York	$20.9M	+$1.19M	6	11.51%	Increased
1949	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$20.9M	-$727K	3	9.32%	Reduced
1950	Old Second National Bank of Aurora Aurora, Illinois	$20.8M	+$2.47M	9	8.25%	Increased