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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
2201	Blue Edge Capital Richmond, Virginia	$3.04M	-$15K	3	1.98%	Reduced
2202	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$3.04M	-$243K	5	2.62%	Reduced
2203	PI Pettee Investors Rowayton, Connecticut	$3.01M	$0	2	2.93%	Maintained
2204	SCM Stuyvesant Capital Management Armonk, New York	$2.98M	-$13.7K	1	6.49%	Reduced
2205	MPEM Marathon Partners Equity Management New York	$2.97M	-$5.01K	1	1.2%	Reduced
2206	AIM Aspen Investment Management Grand Rapids, Michigan	$2.96M	-$178K	4	2.49%	Reduced
2207	MCM Marathon Capital Management Hunt Valley, Maryland	$2.95M	+$43.3K	3	1.36%	Increased
2208	BOS Bank of Stockton Stockton, California	$2.94M	-$178K	4	1.64%	Reduced
2209	Mountain Pacific Investment Advisers Boise, Idaho	$2.93M	-$47.2K	3	0.34%	Reduced
2210	HCM Hall Capital Management Barrington, Rhode Island	$2.93M	+$31.5K	3	3.33%	Increased
2211	KIC Keating Investment Counselors Delray Beach, Florida	$2.92M	-$35.4K	2	1.49%	Reduced
2212	HW Hedeker Wealth Lincolnshire, Illinois	$2.92M	+$175K	3	2.35%	Increased
2213	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$2.91M	-$122K	3	4.78%	Reduced
2214	Oakworth Capital Birmingham, Alabama	$2.91M	+$385K	6	1.38%	Increased
2215	PCM Princeton Capital Management Red Bank, New Jersey	$2.91M	-$179K	2	2.95%	Reduced
2216	Mission Wealth Management Santa Barbara, California	$2.91M	+$3.02M	4	0.99%	New
2217	Patten Group Chattanooga, Tennessee	$2.89M	+$145K	7	1.37%	Increased
2218	SAM Solaris Asset Management New York	$2.89M	-$1.17M	4	1.79%	Reduced
2219	CCM Connective Capital Management Palo Alto, California	$2.89M	-$413K	1	6.11%	Reduced
2220	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2.89M	-$85.1K	7	1.71%	Reduced
2221	KAM Kokusai Asset Management Tokyo, Japan	$2.89M	-$196K	1	2.66%	Reduced
2222	SAM Serengeti Asset Management New York	$2.88M	+$3.01M	1	0.26%	New
2223	ICM IMS Capital Management Portland, Oregon	$2.88M	-$661K	4	3.42%	Reduced
2224	FCCM First City Capital Management Savannah, Georgia	$2.87M	+$89.7K	7	2%	Increased
2225	Empirical Wealth Management Seattle, Washington	$2.86M	+$869K	3	0.66%	Increased