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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
2101	BAM Brave Asset Management Summit, New Jersey	$3.8M	+$226K	6	2.72%	Increased
2102	TIC Trees Investment Counsel Chicago, Illinois	$3.79M	-$28.9K	2	3.05%	Reduced
2103	PAM Peninsula Asset Management Bradenton, Florida	$3.79M	-$62.6K	2	3.09%	Reduced
2104	FL Fort LP Chevy Chase, Maryland	$3.79M	+$3.72M	3	3%	New
2105	Emerald Advisers Leola, Pennsylvania	$3.78M	+$94.6K	4	0.2%	Increased
2106	F Filament Seattle, Washington	$3.78M	-$100K	2	1.75%	Reduced
2107	SIA Stancorp Investment Advisers Portland, Oregon	$3.78M	+$3.72M	8	1.73%	New
2108	JAM Jolley Asset Management Rocky Mount, North Carolina	$3.77M	+$832K	3	3.12%	Increased
2109	Prospera Financial Services Dallas, Texas	$3.77M	+$303K	5	0.94%	Increased
2110	HCA Horan Capital Advisors Cincinnati, Ohio	$3.76M	+$141K	3	3.11%	Increased
2111	Alpine Associates Management Palm Beach, Florida	$3.76M	+$3.83M	3	0.12%	New
2112	Rodgers Brothers Harmony, Pennsylvania	$3.76M	-$152K	2	1.87%	Reduced
2113	BMM Buffington Mohr McNeal Boise, Idaho	$3.75M	-$52.8K	2	2.16%	Reduced
2114	AH Achievement Holdings Chicago, Illinois	$3.75M	+$3.74M	2	0.11%	New
2115	NES New England Securities New York	$3.73M	-$177K	11	1.31%	Reduced
2116	CCC Cincinnati Casualty Company Fairfield, Ohio	$3.72M	$0	1	4.1%	Maintained
2117	FIM Fruth Investment Management Houston, Texas	$3.71M	+$10.2K	4	1.57%	Increased
2118	Accredited Investors Edina, Minnesota	$3.69M	-$1.07M	4	1.09%	Reduced
2119	SOAMC Spirit of America Management Corp Syosset, New York	$3.67M	$0	4	0.93%	Maintained
2120	CP Camelot Portfolios Maumee, Ohio	$3.66M	+$4.8K	4	2.11%	Increased
2121	MCM Matterhorn Capital Management San Antonio, Texas	$3.65M	-$10.2M	1	1.71%	Reduced
2122	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$3.64M	-$3.05M	1	1.38%	Reduced
2123	Capital Counsel New York	$3.63M	-$478K	3	0.17%	Reduced
2124	Vantage Investment Partners Kansas City, Missouri	$3.63M	-$37.5K	1	1.07%	Reduced
2125	CCM Courage Capital Management Nashville, Tennessee	$3.61M	+$945K	2	4.06%	Increased