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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	First Heartland Consultants Lake St. Louis, Missouri	$9.7M	+$623K	7	3.42%	Increased
2302	AFC AFT Forsyth & Company West Palm Beach, Florida	$9.7M	+$914K	6	8.5%	Increased
2303	LCM Liberty Capital Management Birmingham, Michigan	$9.7M	+$106K	4	5.65%	Increased
2304	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$9.7M	+$1.95M	6	9.41%	Increased
2305	HIS Horizon Investment Services Hammond, Indiana	$9.7M	-$645K	4	4.8%	Reduced
2306	AO Allen Operations New York	$9.6M	$0	2	3.56%	Maintained
2307	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$9.6M	$0	4	6.83%	Maintained
2308	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$9.6M	-$1.66M	1	8.88%	Reduced
2309	WAM Winslow Asset Management Beachwood, Ohio	$9.6M	+$188K	3	1.78%	Increased
2310	Smithbridge Asset Management Chadds Ford, Pennsylvania	$9.6M	+$862K	3	6.14%	Increased
2311	HBWM Hollow Brook Wealth Management Katonah, New York	$9.6M	+$1.35K	2	7.56%	Increased
2312	Brandywine Trust Hockessin, Delaware	$9.6M	$0	2	8.32%	Maintained
2313	MAM Marketfield Asset Management New York	$9.5M	-$597K	1	2.63%	Reduced
2314	AAM AR Asset Management West Hollywood, California	$9.5M	$0	3	3.7%	Maintained
2315	SAM SignalPoint Asset Management Springfield, Missouri	$9.5M	-$401K	6	4.54%	Reduced
2316	Mirador Capital Partners Pleasanton, California	$9.5M	-$52.2K	7	5.17%	Reduced
2317	KC Kingfisher Capital Charlotte, North Carolina	$9.5M	+$241K	5	6.02%	Increased
2318	YMRC Yorktown Management & Research Company Forest, Virginia	$9.48M	-$128K	5	2.75%	Reduced
2319	Goodman Financial Houston, Texas	$9.47M	-$1.83M	2	4.26%	Reduced
2320	IMOV Investment Management of Virginia Richmond, Virginia	$9.47M	+$82K	2	2.09%	Increased
2321	BCCM Bridge Creek Capital Management West Barnstable, Massachusetts	$9.46M	-$614K	5	5.06%	Reduced
2322	KC Kadensa Capital Central, Hong Kong	$9.46M	+$8.71M	1	38.1%	Increased
2323	Institutional & Family Asset Management Fort Collins, Colorado	$9.45M	+$192K	12	1.97%	Increased
2324	BFA Benedict Financial Advisors Atlanta, Georgia	$9.43M	-$232K	1	4.66%	Reduced
2325	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$9.39M	-$3.63M	2	0.7%	Reduced