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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
2051	PTCG Pring Turner Capital Group Alamo, California	$4.03M	-$7.9K	1	3.74%	Reduced
2052	DM Diker Management New York	$4.02M	+$2.28M	2	0.78%	Increased
2053	NES New England Securities New York	$4.02M	-$886K	10	1.41%	Reduced
2054	RIM Reliant Investment Management Memphis, Tennessee	$4M	+$323K	2	3.71%	Increased
2055	CCAM Coupland Cardiff Asset Management London, United Kingdom	$4M	+$4.04M	1	3.98%	New
2056	SH Scepter Holdings Fort Worth, Texas	$4M	+$851K	3	0.66%	Increased
2057	Parkside Financial Bank & Trust Saint Louis, Missouri	$3.99M	-$7.88K	4	2.42%	Reduced
2058	Semper Augustus Investments Group Highlands Ranch, Colorado	$3.98M	-$2.7M	1	2.44%	Reduced
2059	Fragasso Financial Advisors Sewickley, Pennsylvania	$3.96M	+$284K	2	3.09%	Increased
2060	IIM Ironwood Investment Management Boston, Massachusetts	$3.94M	-$231K	2	0.71%	Reduced
2061	PAM Peninsula Asset Management Bradenton, Florida	$3.92M	+$58.8K	2	3.28%	Increased
2062	ACM Ativo Capital Management Chicago, Illinois	$3.92M	+$32.6K	2	1.55%	Increased
2063	GPCM Granite Point Capital Management Boston, Massachusetts	$3.92M	+$898K	2	1.95%	Increased
2064	WOC West Oak Capital Westlake Village, California	$3.92M	-$235K	5	2.93%	Reduced
2065	FIM Fruth Investment Management Houston, Texas	$3.91M	+$736K	4	1.72%	Increased
2066	LC Lakeshore Capital Birmingham, Alabama	$3.91M	-$88.9K	1	3.92%	Reduced
2067	AB Atlas Brown Louisville, Kentucky	$3.91M	-$427K	3	1.45%	Reduced
2068	PVWM Point View Wealth Management Summit, New Jersey	$3.91M	-$15.8K	3	3.31%	Reduced
2069	F Filament Seattle, Washington	$3.88M	-$3.72K	2	1.79%	Reduced
2070	SG Somerset Group Wayzata, Minnesota	$3.88M	$0	3	3.58%	Maintained
2071	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$3.88M	+$1.95M	3	0.98%	Increased
2072	Emerald Advisers Leola, Pennsylvania	$3.87M	-$1.32M	4	0.23%	Reduced
2073	ARGA Investment Management Stamford, Connecticut	$3.86M	+$3.97M	1	1.21%	New
2074	MM Meridian Management Little Rock, Arkansas	$3.84M	-$19.2K	2	2.93%	Reduced
2075	BMM Buffington Mohr McNeal Boise, Idaho	$3.83M	-$112K	2	2.17%	Reduced