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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
2126	WCM Westend Capital Management Sausalito, California	$3.61M	-$3.64M	2	4.16%	Reduced
2127	Naples Global Advisors Naples, Florida	$3.61M	-$702K	2	1.91%	Reduced
2128	CRIG Charter Research & Investment Group Southport, Connecticut	$3.6M	+$3.62M	3	3.94%	New
2129	CWM Confluence Wealth Management Portland, Oregon	$3.6M	+$2.52M	4	2.25%	Increased
2130	AAA Adams Asset Advisors Dallas, Texas	$3.58M	-$60.9K	1	0.64%	Reduced
2131	Drexel Morgan & Co Radnor, Pennsylvania	$3.58M	$0	4	4.04%	Maintained
2132	MCM Mork Capital Management Healdsburg, California	$3.57M	+$3.54M	4	2.72%	New
2133	VIA Vantage Investment Advisors State College, Pennsylvania	$3.57M	-$108K	9	2.02%	Reduced
2134	Wilkins Investment Counsel Boston, Massachusetts	$3.56M	-$16.7K	2	1.24%	Reduced
2135	Vident Investment Advisory Alpharetta, Georgia	$3.56M	+$3.49M	4	1.2%	New
2136	HCM Hall Capital Management Barrington, Rhode Island	$3.56M	+$3.63M	2	3.66%	New
2137	SA Steadfast Advisors New York	$3.55M	-$2.2M	1	1.23%	Reduced
2138	OIM Orca Investment Management Roseburg, Oregon	$3.53M	-$90.7K	3	3.13%	Reduced
2139	NFG NewFocus Financial Group Vancouver, Washington	$3.5M	-$2.04M	1	2.41%	Reduced
2140	MM Midas Management New York	$3.49M	-$1.74M	3	1.82%	Reduced
2141	KAM Kokusai Asset Management Tokyo, Japan	$3.48M	-$192K	1	5.3%	Reduced
2142	SC Scholtz & Company Stamford, Connecticut	$3.48M	+$250K	1	3.55%	Increased
2143	PIM PCO Investment Management Mill Valley, California	$3.47M	+$3.51M	1	2.04%	New
2144	MVA Mount Vernon Associates Baltimore, Maryland	$3.47M	+$940K	4	7.95%	Increased
2145	MMCM Marque Millennium Capital Management New York	$3.47M	$0	2	1.36%	Maintained
2146	RBF Capital San Francisco, California	$3.46M	$0	2	0.72%	Maintained
2147	RIM Reliant Investment Management Memphis, Tennessee	$3.45M	-$144K	2	3.1%	Reduced
2148	1GA 1st Global Advisors Dallas, Texas	$3.44M	-$624K	5	0.49%	Reduced
2149	George Kaiser Family Foundation Tulsa, Oklahoma	$3.42M	+$1.2M	1	0.54%	Increased
2150	BOS Bank of Stockton Stockton, California	$3.41M	-$23.4K	4	1.94%	Reduced