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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	HIM Hotaling Investment Management Wayne, Pennsylvania	$35M	-$1.24M	5	14.24%	Reduced
2052	Optiver Holding Amsterdam, Netherlands	$35M	-$4.79M	6	0.05%	Reduced
2053	Rehmann Capital Advisory Group Lansing, Michigan	$35M	-$940K	9	3.38%	Reduced
2054	Walter & Keenan Wealth Management Souh Bend, Indiana	$35M	-$772K	6	12.06%	Reduced
2055	VST Van Strum & Towne San Francisco, California	$35M	-$812K	5	16.74%	Reduced
2056	GIM Greylin Investment Management Orange, Virginia	$34.9M	+$9.9M	4	6.75%	Increased
2057	KLCM Advisors Milwaukee, Wisconsin	$34.9M	-$3.83M	6	7.72%	Reduced
2058	Kelly Lawrence W & Associates Pasadens, California	$34.9M	-$202K	6	7.5%	Reduced
2059	Firsthand Capital Management San Jose, California	$34.8M	-$6.23M	4	8.73%	Reduced
2060	Berger Financial Group Plymouth, Minnesota	$34.8M	+$643K	7	6.29%	Increased
2061	Visionary Wealth Advisors O'fallon, Illinois	$34.8M	+$2.03M	6	3.5%	Increased
2062	Executive Wealth Management Brighton, Michigan	$34.8M	-$1.4M	7	3.81%	Reduced
2063	Freedom Investment Management Hartford, Connecticut	$34.8M	-$993K	13	2.59%	Reduced
2064	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$34.7M	-$951K	6	7.33%	Reduced
2065	CWM Cornerstone Wealth Management St. Peters, Missouri	$34.7M	+$1.54M	9	3.65%	Increased
2066	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$34.6M	-$3.9M	1	8.24%	Reduced
2067	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$34.6M	+$1.88M	5	11.17%	Increased
2068	Nations Financial Group Cedar Rapids, Iowa	$34.4M	+$6.32M	7	5.76%	Increased
2069	6CM 683 Capital Management New York	$34.4M	$0	1	1.19%	Maintained
2070	WM Wishbone Management Chicago, Illinois	$34.3M	-$36.3M	1	5.29%	Reduced
2071	ECM EagleClaw Capital Management Boston, Massachusetts	$34.3M	-$1.78M	6	8.87%	Reduced
2072	Chapman Investment Management San Anselmo, California	$34.3M	+$385K	3	19.03%	Increased
2073	SFE Investment Counsel Los Angeles, California	$34.3M	+$806K	7	9.43%	Increased
2074	Archon Capital Management Seattle, Washington	$34.1M	-$1.65M	1	3.85%	Reduced
2075	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$34.1M	+$754K	6	11.14%	Increased