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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	WP WealthPLAN Partners Omaha, Nebraska	$10M	+$104K	5	2.68%	Increased
2202	AAM AR Asset Management West Hollywood, California	$10M	$0	3	3.86%	Maintained
2203	LCP Legacy Capital Partners Milwaukee, Wisconsin	$10M	+$231K	6	4.95%	Increased
2204	PCM Palouse Capital Management Spokane, Washington	$10M	-$128K	2	3.38%	Reduced
2205	MCM Matarin Capital Management New York	$10M	+$599K	2	0.78%	Increased
2206	CCM Crabel Capital Management Los Angeles, California	$10M	+$9.8M	1	6.69%	New
2207	NIC Northwest Investment Counselors Lake Oswego, Oregon	$10M	+$55.6K	5	4.02%	Increased
2208	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$10M	-$61K	7	7.53%	Reduced
2209	Kingsview Wealth Management Grants Pass, Oregon	$10M	+$1.42M	7	3.55%	Increased
2210	Wealth Architects Mountain View, California	$9.9M	-$723K	10	3.26%	Reduced
2211	MCM Monarch Capital Management Fort Wayne, Indiana	$9.9M	-$664K	3	3.69%	Reduced
2212	St. Denis J. Villere & Co New Orleans, Louisiana	$9.9M	-$628K	1	0.62%	Reduced
2213	HIM Harbour Investment Management Edmonds, Washington	$9.9M	-$413K	2	6.97%	Reduced
2214	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$9.9M	+$5.65M	9	2.25%	Increased
2215	Alpha Capital Management Austin, Texas	$9.9M	-$345K	3	4.67%	Reduced
2216	Biltmore Family Office Charlotte, North Carolina	$9.9M	+$9.7M	6	4.47%	New
2217	TRUE Private Wealth Advisors Salem, Oregon	$9.9M	+$5.54M	7	1.71%	Increased
2218	WI Welch Investments Birmingham, Alabama	$9.9M	+$311K	3	6.27%	Increased
2219	CSA Cottage Street Advisors Marion, Massachusetts	$9.9M	-$2.76M	5	5.86%	Reduced
2220	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$9.9M	+$233K	5	4.57%	Increased
2221	Port Capital Chicago, Illinois	$9.8M	+$9.5M	6	1.39%	New
2222	ACM Archon Capital Management Seattle, Washington	$9.8M	-$5.72M	2	4.92%	Reduced
2223	Soros Fund Management New York	$9.8M	-$32.3M	2	0.22%	Reduced
2224	Prospera Financial Services Dallas, Texas	$9.8M	-$1.17M	8	1.49%	Reduced
2225	KPC Karst Peak Capital Hong Kong	$9.8M	+$9.7M	1	7.71%	New