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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	SCM SOL Capital Management Rockville, Maryland	$9.6M	-$297K	8	2.71%	Reduced
2077	Prospera Financial Services Dallas, Texas	$9.6M	-$153K	7	1.46%	Reduced
2078	GVT Genesee Valley Trust Pittsford, New York	$9.6M	+$643K	6	3.91%	Increased
2079	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$9.6M	-$92.5K	3	5.45%	Reduced
2080	Telos Capital Management San Diego, California	$9.6M	-$418K	6	3.69%	Reduced
2081	Stearns Financial Services Group Greensboro, North Carolina	$9.5M	-$1.18M	5	2.4%	Reduced
2082	Isthmus Partners Madison, Wisconsin	$9.5M	-$586K	7	2.67%	Reduced
2083	Perennial Advisors New York	$9.5M	+$192K	5	6.43%	Increased
2084	SCP Steamboat Capital Partners Rye, New York	$9.48M	-$49.8K	2	6.32%	Reduced
2085	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$9.45M	+$750K	4	2.83%	Increased
2086	TIA Tiemann Investment Advisors Menlo Park, California	$9.42M	-$103K	7	7.96%	Reduced
2087	Wealth Architects Mountain View, California	$9.4M	-$134K	9	3.27%	Reduced
2088	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$9.38M	+$452K	2	4.03%	Increased
2089	PCM Palouse Capital Management Spokane, Washington	$9.38M	-$195K	2	3.14%	Reduced
2090	AAM AR Asset Management West Hollywood, California	$9.37M	+$291K	3	3.71%	Increased
2091	MCM Monarch Capital Management Fort Wayne, Indiana	$9.37M	-$497K	3	3.49%	Reduced
2092	Heartland Advisors Milwaukee, Wisconsin	$9.36M	+$21.6K	1	0.6%	Increased
2093	W.R. Berkley Corp Greenwich, Connecticut	$9.35M	+$9.36M	1	1.25%	New
2094	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$9.33M	-$100K	4	6.64%	Reduced
2095	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$9.33M	-$396K	5	5.55%	Reduced
2096	NIC Northwest Investment Counselors Lake Oswego, Oregon	$9.33M	-$171K	6	4.03%	Reduced
2097	BTG Pactual Global Asset Management Hamilton, Bermuda	$9.33M	-$6.24M	1	2.98%	Reduced
2098	M Holdings Securities Portland, Oregon	$9.32M	-$117K	7	2.94%	Reduced
2099	LCM Lucha Capital Management San Francisco, California	$9.3M	-$10.1M	1	4.84%	Reduced
2100	SA Sicart Associates New York	$9.3M	$0	4	6.65%	Maintained