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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
2301	Tandem Investment Advisors Charleston, South Carolina	$4.96M	+$4.81M	1	2.39%	New
2302	BA Bennicas & Associates Portola Valley, California	$4.96M	-$109K	3	4.49%	Reduced
2303	PC Permit Capital West Conshohocken, Pennsylvania	$4.94M	$0	2	3.39%	Maintained
2304	LCP Legacy Capital Partners Milwaukee, Wisconsin	$4.93M	+$1.3M	5	2.98%	Increased
2305	FHC First Houston Capital Houston, Texas	$4.92M	+$611K	2	4.75%	Increased
2306	BCM Boltwood Capital Management Walnut Creek, California	$4.91M	+$683	6	3.76%	Increased
2307	SFA Stewardship Financial Advisors Stockbridge, Georgia	$4.91M	-$73.5K	4	3.08%	Reduced
2308	LPC Loeb Partners Corp New York	$4.89M	+$1.11M	4	1.65%	Increased
2309	Bain Capital Public Equity Management Boston, Massachusetts	$4.88M	+$2.09M	2	0.33%	Increased
2310	BAM Boyar Asset Management New York	$4.87M	-$1.83M	2	4.87%	Reduced
2311	MPA Marvin & Palmer Associates Wilmington, Delaware	$4.87M	-$913K	2	4.15%	Reduced
2312	CCI Credit Capital Investments Livingston, New Jersey	$4.86M	+$2.31M	2	6.21%	Increased
2313	Aspiriant LLC Los Angeles, California	$4.84M	+$252K	5	0.44%	Increased
2314	RHFI Reilly Herbert Faulkner III	$4.84M	+$66.6K	1	3.42%	Increased
2315	TGM Tenzing Global Management San Francisco, California	$4.83M	+$5.6M	3	4.41%	New
2316	Hengehold Capital Management Cincinnati, Ohio	$4.79M	-$261K	3	1.46%	Reduced
2317	FA Financial Advantage Columbia, Maryland	$4.77M	+$274K	2	4.34%	Increased
2318	PIM Profit Investment Management North Bethesda, Maryland	$4.77M	-$268K	4	4.51%	Reduced
2319	Boothbay Fund Management New York	$4.77M	-$4.29M	8	1.09%	Reduced
2320	Institutional & Family Asset Management Fort Collins, Colorado	$4.77M	-$265K	2	1.5%	Reduced
2321	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$4.75M	-$93.2K	3	3.87%	Reduced
2322	CA Cambridge Advisors Omaha, Nebraska	$4.75M	-$8.82K	5	2.1%	Reduced
2323	DCM Delta Capital Management Red Bank, New Jersey	$4.73M	-$57.4K	2	3.36%	Reduced
2324	LI Longer Investments Fayetteville, Arkansas	$4.72M	-$2.31M	2	4.31%	Reduced
2325	Nadler Financial Group Deerfield, Illinois	$4.72M	+$754K	5	1.75%	Increased