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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
2151	KCA KR Capital Advisors New York	$3.47M	-$2.54M	1	1.18%	Reduced
2152	MCM Mork Capital Management Healdsburg, California	$3.44M	$0	4	3.99%	Maintained
2153	JPTCCM J.P. Turner & Co Capital Management Atlanta, Georgia	$3.43M	+$521K	5	3.17%	Increased
2154	ABP Arthur B. Page	$3.41M	+$770K	3	3.24%	Increased
2155	ICM IMS Capital Management Portland, Oregon	$3.4M	+$817K	4	3.81%	Increased
2156	Wilkins Investment Counsel Boston, Massachusetts	$3.4M	-$95.1K	2	1.2%	Reduced
2157	Comerica Securities Detroit, Michigan	$3.4M	-$481K	4	0.87%	Reduced
2158	James Investment Research Alpha, Ohio	$3.39M	-$13.3M	4	0.08%	Reduced
2159	CCM Connective Capital Management Palo Alto, California	$3.39M	+$179K	1	5.31%	Increased
2160	F Filament Seattle, Washington	$3.38M	-$39.9K	2	1.52%	Reduced
2161	DI Diligent Investors Redlands, California	$3.38M	-$98.8K	2	3.47%	Reduced
2162	Naples Global Advisors Naples, Florida	$3.37M	+$109K	2	1.6%	Increased
2163	SJIM St. Johns Investment Management Jacksonville, Florida	$3.37M	+$476K	3	2.95%	Increased
2164	Atika Capital Management New York	$3.37M	-$712K	1	2.25%	Reduced
2165	Caprock Group Boise, Idaho	$3.37M	+$904K	5	3.44%	Increased
2166	Palisade Capital Management Fort Lee, New Jersey	$3.37M	+$1.66M	4	0.08%	Increased
2167	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$3.35M	+$218K	2	2.16%	Increased
2168	CM Cascabel Management New York	$3.33M	-$2.15M	1	7.85%	Reduced
2169	BBNB Baker Boyer National Bank Walla Walla, Washington	$3.31M	+$242K	2	6.76%	Increased
2170	Meristem Family Wealth Minnetonka, Minnesota	$3.31M	+$120K	5	1.38%	Increased
2171	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$3.3M	+$3.22M	1	1.72%	New
2172	Drexel Morgan & Co Radnor, Pennsylvania	$3.3M	-$183K	4	3.52%	Reduced
2173	CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$3.29M	+$3.22M	1	0.15%	New
2174	BMM Buffington Mohr McNeal Boise, Idaho	$3.27M	-$32.7K	2	1.82%	Reduced
2175	CCC Cincinnati Casualty Company Fairfield, Ohio	$3.25M	$0	1	3.6%	Maintained