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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	ABP Arthur B. Page	$5.84M	+$106K	3	5.86%	Increased
2102	BTG Pactual Global Asset Management Hamilton, Bermuda	$5.84M	+$2.65M	2	6.3%	Increased
2103	MCM Mork Capital Management Healdsburg, California	$5.8M	-$374K	5	5.76%	Reduced
2104	Sky Investment Group Hartford, Connecticut	$5.78M	+$284K	3	2.74%	Increased
2105	WPC White Pine Capital Bloomington, Minnesota	$5.78M	+$13.5K	5	2.43%	Increased
2106	Zions Bancorporation Salt Lake City, Utah	$5.78M	-$7.63K	10	1.01%	Reduced
2107	ACM Argentus Capital Management Dallas, Texas	$5.75M	-$1.42M	7	2.45%	Reduced
2108	FC Farley Capital New York	$5.74M	-$381K	2	8.95%	Reduced
2109	ICOM Investment Counselors of Maryland Baltimore, Maryland	$5.72M	-$57.2K	4	0.31%	Reduced
2110	MVA Mount Vernon Associates Baltimore, Maryland	$5.71M	+$151K	4	12.17%	Increased
2111	DA DSC Advisors Chicago, Illinois	$5.7M	+$540K	5	3.59%	Increased
2112	PVWM Point View Wealth Management Summit, New Jersey	$5.69M	+$26K	4	3.45%	Increased
2113	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$5.69M	+$2.22M	2	3.57%	Increased
2114	BAM Boyar Asset Management New York	$5.67M	-$85.3K	2	4.49%	Reduced
2115	AA Antipodean Advisors New York	$5.65M	-$1.14M	1	3.42%	Reduced
2116	MWVC Morgens Waterfall Vintiadis & Co New York	$5.65M	-$3.59M	1	5.23%	Reduced
2117	AIM Atlantic Investment Management New York	$5.62M	-$4.46M	1	0.73%	Reduced
2118	Stadion Money Management Watkinsville, Georgia	$5.6M	+$373K	2	0.19%	Increased
2119	CFP Cornerstone Financial Partners Huntersville, North Carolina	$5.58M	-$3.05M	6	1.98%	Reduced
2120	Junto Capital Management New York	$5.58M	+$5.28M	1	0.87%	New
2121	Mengis Capital Management Portland, Oregon	$5.58M	+$503K	2	4.92%	Increased
2122	RC Reik & Co New York	$5.57M	+$48.8K	3	1.89%	Increased
2123	CIA Cascade Investment Advisors Oregon City, Oregon	$5.57M	+$5.54M	4	5.35%	New
2124	K.J. Harrison & Partners Toronto, Ontario, Canada	$5.56M	-$1.2M	4	2.98%	Reduced
2125	Avior Wealth Management Omaha, Nebraska	$5.56M	-$59.9K	8	2.36%	Reduced