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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	Cheviot Value Management Beverly Hills, California	$11.3M	-$1.06M	2	6.15%	Reduced
1952	GCM Glaxis Capital Management Sarasota, Florida	$11.3M	+$7.32M	1	17.2%	Increased
1953	BKA Brick & Kyle Associates Newtown, Pennsylvania	$11.3M	+$69.9K	5	9.12%	Increased
1954	WBG Wharton Business Group Malvern, Pennsylvania	$11.3M	-$298K	5	1.19%	Reduced
1955	SICM Sustainable Insight Capital Management New York	$11.2M	+$10.6M	3	5.07%	Increased
1956	BCM Beddow Capital Management Jackson, Wyoming	$11.2M	-$380K	2	4.58%	Reduced
1957	BRM Boston Research & Management Manchester, Massachusetts	$11.2M	-$85.2K	5	5.74%	Reduced
1958	BAM Brave Asset Management Summit, New Jersey	$11.2M	-$250K	6	5.89%	Reduced
1959	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$11.2M	-$21.4M	4	7.69%	Reduced
1960	GCM Gabalex Capital Management New York	$11.2M	$0	1	3.45%	Maintained
1961	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$11.2M	-$246K	2	9.99%	Reduced
1962	Cambria Investment Management Manhattan Beach, California	$11.2M	+$4.85M	3	1.72%	Increased
1963	WSC Wellington Shields & Co New York	$11.1M	-$263K	4	3.67%	Reduced
1964	Herald Investment Management London, United Kingdom	$11.1M	+$300K	7	3.59%	Increased
1965	Gradient Investments Arden Hills, Minnesota	$11.1M	+$6.84M	8	0.71%	Increased
1966	AAA Adams Asset Advisors Dallas, Texas	$11.1M	+$3.61M	3	1.51%	Increased
1967	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$11M	-$2.4K	6	6.86%	Reduced
1968	Fukoku Mutual Life Insurance Tokyo, Japan	$11M	-$346K	11	1.63%	Reduced
1969	IAM Integre Asset Management New York	$11M	+$425K	5	7.36%	Increased
1970	CEI Clark Estates Inc New York	$11M	-$3.78M	2	1.82%	Reduced
1971	FSA Financial Sense Advisors San Diego, California	$11M	-$625K	3	5.63%	Reduced
1972	NME Notis-McConarty Edward	$11M	-$128K	5	6.87%	Reduced
1973	SCM Stellar Capital Management Phoenix, Arizona	$11M	+$324K	5	7.71%	Increased
1974	PM Parametrica Management Wanchai, Hong Kong	$10.9M	+$7.41M	4	4.6%	Increased
1975	Laffer Tengler Investments Nashville, Tennessee	$10.9M	-$759K	1	2.88%	Reduced