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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	One Capital Management Westlake Village, California	$6.94M	-$512K	4	2.16%	Reduced
2202	HA Hays Advisory Franklin, Tennessee	$6.92M	-$614K	3	1.62%	Reduced
2203	Hood River Capital Management Palm Beach Gardens, Florida	$6.91M	+$6.25M	1	0.52%	New
2204	FC Farley Capital New York	$6.89M	$0	2	8.45%	Maintained
2205	TCM TCS Capital Management New York	$6.89M	-$791K	2	3.9%	Reduced
2206	RCA Rex Capital Advisors Providence, Rhode Island	$6.87M	+$261K	2	5.93%	Increased
2207	Punch & Associates Investment Management Edina, Minnesota	$6.86M	+$42.6K	1	0.66%	Increased
2208	SMG Spectrum Management Group Indianapolis, Indiana	$6.84M	+$1.09M	4	2.52%	Increased
2209	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$6.83M	+$26.1K	5	3.54%	Increased
2210	DP DSAM Partners London, United Kingdom	$6.83M	+$2.6M	2	1.49%	Increased
2211	Biondo Investment Advisors Milford, Pennsylvania	$6.82M	-$3.43M	2	2.44%	Reduced
2212	Formidable Asset Management Cincinnati, Ohio	$6.82M	-$37K	6	2.97%	Reduced
2213	MCM Millie Capital Management Walnut Creek, California	$6.81M	+$38K	3	6.45%	Increased
2214	Oliver Luxxe Assets Gladstone, New Jersey	$6.8M	+$462K	3	4.54%	Increased
2215	CL CSS LLC Chicago, Illinois	$6.78M	+$3.13M	3	0.41%	Increased
2216	VWA V Wealth Advisors Overland Park, Kansas	$6.75M	+$1.22M	6	4.14%	Increased
2217	BRR OpCo Columbus, Ohio	$6.74M	+$196K	7	2.2%	Increased
2218	Meridian Wealth Management Lexington, Kentucky	$6.73M	+$2.04M	4	4.04%	Increased
2219	BCM Brown Capital Management Baltimore, Maryland	$6.72M	-$1.05M	5	0.09%	Reduced
2220	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$6.71M	-$47.7K	5	6.59%	Reduced
2221	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$6.7M	+$199K	7	6%	Increased
2222	Dynamic Advisor Solutions Phoenix, Arizona	$6.68M	+$427K	5	2.6%	Increased
2223	SC Searle & Co Greenwich, Connecticut	$6.67M	+$452K	2	4.68%	Increased
2224	FCMT Founders Capital Management (Texas) Houston, Texas	$6.67M	+$6.55M	7	6%	New
2225	CAM Cypress Asset Management Houston, Texas	$6.66M	-$304K	5	1.27%	Reduced