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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
2376	Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$13.1M	-$226K	5	6.23%	Reduced
2377	Sage Capital Advisors Sioux Falls, South Dakota	$13.1M	+$674K	3	10.69%	Increased
2378	WA1 Wimmer Associates 1 Pasadena, California	$13M	+$1.8M	5	12.13%	Increased
2379	Old Dominion Capital Management Charlottesville, Virginia	$13M	-$2.42M	6	5.36%	Reduced
2380	SAM Security Asset Management New York	$13M	-$640K	4	9.23%	Reduced
2381	Goodman Financial Houston, Texas	$13M	+$6.48M	2	7.94%	Increased
2382	HA Hamel Associates Chatham, New Jersey	$13M	+$2.97M	5	6.85%	Increased
2383	Blackcrane Capital Bellevue, Washington	$12.9M	-$221K	1	11.82%	Reduced
2384	PJB Paul John Balson Marina Del Rey, California	$12.9M	+$13.6M	5	6.88%	New
2385	Carderock Capital Management Chevy Chase, Maryland	$12.9M	-$1.12M	3	5.9%	Reduced
2386	Rip Road Capital Partners Boston, Massachusetts	$12.8M	+$1.31M	1	8.48%	Increased
2387	Golden State Wealth Management Santa Ana, California	$12.8M	+$11.1M	14	5.66%	Increased
2388	DA DCF Advisers Greenwich, Connecticut	$12.8M	+$3.39M	4	8.4%	Increased
2389	Brown Capital Management Baltimore, Maryland	$12.8M	-$289K	4	0.15%	Reduced
2390	Keebeck Wealth Management Chicago, Illinois	$12.8M	+$143K	5	5.32%	Increased
2391	Stockman Wealth Management Billings, Montana	$12.8M	-$538K	5	5.67%	Reduced
2392	Engle Capital Management Greenwich, Connecticut	$12.8M	+$13.3M	1	4.24%	New
2393	LCM Lionstone Capital Management New York	$12.7M	+$14.8M	1	8.19%	New
2394	Portland Global Advisors Portland, Maine	$12.7M	+$172K	6	4.92%	Increased
2395	Platform Technology Partners New York	$12.7M	+$3.62M	7	11.55%	Increased
2396	White Pine Capital Bloomington, Minnesota	$12.7M	+$783K	6	6.43%	Increased
2397	First Bankers Trust Louisville, Kentucky	$12.7M	-$46.8K	6	6.54%	Reduced
2398	WBG Wharton Business Group Malvern, Pennsylvania	$12.7M	+$245K	6	1.43%	Increased
2399	Oberweis Asset Management Lisle, Illinois	$12.7M	-$303K	4	6.98%	Reduced
2400	BC Bruce & Co Chicago, Illinois	$12.6M	-$72.7K	1	2.91%	Reduced