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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	CK Carnick & Kubik Colorado Springs, Colorado	$3.9M	+$983K	3	3.19%	Increased
2102	IIA IPG Investment Advisors San Diego, California	$3.88M	+$475K	4	1.41%	Increased
2103	IMS Index Management Solutions Philadelphia, Pennsylvania	$3.88M	-$11.3M	12	3.63%	Reduced
2104	POA Pergamon Offshore Advisors New York	$3.88M	+$379K	3	4.09%	Increased
2105	First Commonwealth Financial Corp Indiana, Pennsylvania	$3.87M	-$282K	4	4.53%	Reduced
2106	KT Kanaly Trust Houston, Texas	$3.86M	-$66.9K	7	0.77%	Reduced
2107	GC Grace Capital Quincy, Massachusetts	$3.85M	+$2.3M	2	1.59%	Increased
2108	ABP Arthur B. Page	$3.84M	+$286K	3	3.59%	Increased
2109	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$3.84M	+$24K	3	3.71%	Increased
2110	HPBT High Point Bank & Trust High Point, North Carolina	$3.83M	-$195K	6	1.14%	Reduced
2111	BCM Boltwood Capital Management Walnut Creek, California	$3.83M	-$29.8M	5	3.76%	Reduced
2112	FSA Financial Sense Advisors San Diego, California	$3.82M	-$666K	1	1.78%	Reduced
2113	Wealth Architects Mountain View, California	$3.81M	+$563K	6	2.05%	Increased
2114	CRIG Charter Research & Investment Group Southport, Connecticut	$3.8M	+$14.1K	4	4.22%	Increased
2115	Semper Augustus Investments Group Highlands Ranch, Colorado	$3.8M	-$3.1K	1	2.54%	Reduced
2116	BL BCWM LLC Overland Park, Kansas	$3.79M	-$528K	2	1.59%	Reduced
2117	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$3.76M	-$151K	1	1.75%	Reduced
2118	DMK David M. Knott	$3.73M	$0	2	0.77%	Maintained
2119	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$3.73M	+$186K	2	2.42%	Increased
2120	PSI Pinnacle Summer Investments Fairfax, Virginia	$3.73M	-$7.49M	7	0.79%	Reduced
2121	CA Cambridge Advisors Omaha, Nebraska	$3.72M	-$8.84M	3	2.1%	Reduced
2122	Mengis Capital Management Portland, Oregon	$3.72M	+$363K	4	3.11%	Increased
2123	Driehaus Capital Management Chicago, Illinois	$3.72M	-$37.1M	1	0.13%	Reduced
2124	Lincoln National Corp Radnor, Pennsylvania	$3.71M	+$785K	5	0.27%	Increased
2125	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$3.71M	+$104K	3	4.04%	Increased