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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
1951	BMM Buffington Mohr McNeal Boise, Idaho	$2.9M	-$90.2K	2	1.82%	Reduced
1952	AHB Abner Herrman & Brock Jersey City, New Jersey	$2.89M	-$1.98M	3	1.92%	Reduced
1953	Accredited Investors Edina, Minnesota	$2.89M	-$308K	4	1.07%	Reduced
1954	Prospera Financial Services Dallas, Texas	$2.89M	-$315K	3	1.1%	Reduced
1955	Iconiq Capital San Francisco, California	$2.88M	+$3.28M	1	2.09%	New
1956	BIM Beach Investment Management West Conshohocken, Pennsylvania	$2.87M	+$1.2M	1	4.42%	Increased
1957	DAM Deltec Asset Management New York	$2.87M	+$735K	2	0.75%	Increased
1958	WCA Westover Capital Advisors Wilmington, Delaware	$2.87M	-$386K	3	2.97%	Reduced
1959	IT Independence Trust Franklin, Tennessee	$2.86M	-$20.4K	2	2.11%	Reduced
1960	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$2.86M	-$37.6K	2	1.98%	Reduced
1961	KA Kerrisdale Advisers Miami, Florida	$2.85M	-$642K	1	1.33%	Reduced
1962	RB Rodgers Brothers Harmony, Pennsylvania	$2.84M	+$216K	2	1.56%	Increased
1963	CIG Consolidated Investment Group Englewood, Colorado	$2.84M	$0	1	1.93%	Maintained
1964	PWS Peloton Wealth Strategists Indianapolis, Indiana	$2.83M	+$614K	3	2.38%	Increased
1965	SAM Sequent Asset Management Houston, Texas	$2.83M	-$15.2K	2	2.59%	Reduced
1966	Altimeter Capital Management Boston, Massachusetts	$2.81M	-$880K	2	0.37%	Reduced
1967	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.79M	+$309K	5	3.05%	Increased
1968	Capital Analysts LLC Fort Washington, Pennsylvania	$2.78M	-$82.6K	4	0.83%	Reduced
1969	FHB First Hawaiian Bank Honolulu, Hawaii	$2.77M	-$759K	6	0.56%	Reduced
1970	PGA Portland Global Advisors Portland, Maine	$2.76M	+$250K	3	1.86%	Increased
1971	RTIM Round Table Investment Management Charlotte, North Carolina	$2.76M	+$2.72M	1	2.1%	New
1972	SOAMC Spirit of America Management Corp Syosset, New York	$2.75M	+$53.4K	4	1.01%	Increased
1973	CCM Carderock Capital Management Chevy Chase, Maryland	$2.74M	-$1.21M	3	1.59%	Reduced
1974	KCM Karsch Capital Management New York	$2.74M	+$2.78M	1	3.25%	New
1975	SMM Stadion Money Management Watkinsville, Georgia	$2.74M	+$1.18M	1	0.06%	Increased