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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
2076	Comerica Securities Detroit, Michigan	$6.66M	+$516K	7	1.31%	Increased
2077	Mission Wealth Management Santa Barbara, California	$6.66M	+$104K	6	1.61%	Increased
2078	CMG Cavalry Management Group San Francisco, California	$6.66M	+$5.83M	1	5.56%	New
2079	Old Mission Capital Chicago, Illinois	$6.64M	+$5.82M	1	0.44%	New
2080	LCM Lucas Capital Management Red Bank, New Jersey	$6.63M	-$1.38M	5	5.08%	Reduced
2081	St. Denis J. Villere & Co New Orleans, Louisiana	$6.63M	-$5.64K	1	0.41%	Reduced
2082	WPC White Pine Capital Bloomington, Minnesota	$6.62M	+$220K	5	2.82%	Increased
2083	Garde Capital Seattle, Washington	$6.62M	+$1.49M	5	2.11%	Increased
2084	Laurion Capital Management New York	$6.58M	-$67.7M	6	0.06%	Reduced
2085	IP Investment Partners New Philadelphia, Ohio	$6.57M	+$3.21M	5	3.72%	Increased
2086	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$6.53M	+$1.24M	3	4.02%	Increased
2087	Sky Investment Group Hartford, Connecticut	$6.52M	-$12K	3	3.03%	Reduced
2088	Avior Wealth Management Omaha, Nebraska	$6.51M	+$473K	8	2.55%	Increased
2089	IC Investment Counsel Petoskey, Michigan	$6.51M	-$241K	4	5.7%	Reduced
2090	FG Formula Growth Montreal, Quebec, Canada	$6.49M	+$4.13M	1	1.47%	Increased
2091	FC Farley Capital New York	$6.46M	+$9.11K	2	8.55%	Increased
2092	MVA Mount Vernon Associates Baltimore, Maryland	$6.44M	+$42K	4	13.35%	Increased
2093	WA1 Wimmer Associates 1 Pasadena, California	$6.44M	-$112K	6	5.79%	Reduced
2094	MHIM MacNealy Hoover Investment Management Canton, Ohio	$6.43M	-$158K	4	5.17%	Reduced
2095	Nicholas Investment Partners Rancho Santa Fe, California	$6.43M	+$1.82M	2	0.43%	Increased
2096	SAM SignalPoint Asset Management Springfield, Missouri	$6.43M	+$1.72M	6	1.71%	Increased
2097	Mirador Capital Partners Pleasanton, California	$6.4M	+$5.01M	4	5.62%	Increased
2098	CAM Cypress Asset Management Houston, Texas	$6.4M	+$117K	5	1.27%	Increased
2099	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$6.4M	$0	2	3.97%	Maintained
2100	PVWM Point View Wealth Management Summit, New Jersey	$6.39M	+$47.5K	4	3.79%	Increased