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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
2401	WCA Westover Capital Advisors Wilmington, Delaware	$1.11M	-$1.18M	2	0.9%	Reduced
2402	AMG Asset Management Group Stamford, Connecticut	$1.11M	+$5.1K	1	0.59%	Increased
2403	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.11M	-$19.8K	4	0.66%	Reduced
2404	CIM Corda Investment Management Houston, Texas	$1.1M	+$1.14M	1	0.23%	New
2405	GS Gagnon Securities New York	$1.1M	-$421	1	0.37%	Reduced
2406	EMA Efficient Market Advisors San Diego, California	$1.1M	+$61.2K	7	0.29%	Increased
2407	LWA Lenox Wealth Advisors New York	$1.09M	+$54.1K	5	0.48%	Increased
2408	BCM Boyle Capital Management West Des Moines, Iowa	$1.09M	-$6.74K	1	0.94%	Reduced
2409	CPA Cowen Prime Advisors New York	$1.08M	+$38.7K	5	0.47%	Increased
2410	GMCM Gruber & McBaine Capital Management San Francisco, California	$1.08M	-$25.6K	2	0.3%	Reduced
2411	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$1.07M	-$28.9K	2	1.2%	Reduced
2412	ZTNA Zions Trust National Association Salt Lake City, Utah	$1.07M	-$101K	5	1.49%	Reduced
2413	FWP FAS Wealth Partners Leawood, Kansas	$1.05M	-$87.3K	3	0.6%	Reduced
2414	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.05M	-$118K	2	0.02%	Reduced
2415	VCM Vigilant Capital Management Portland, Maine	$1.04M	+$119K	6	0.23%	Increased
2416	BP BBR Partners New York	$1.04M	+$616K	2	0.16%	Increased
2417	DIP DT Investment Partners Chadds Ford, Pennsylvania	$1.04M	+$340K	2	0.34%	Increased
2418	CWM Confluence Wealth Management Portland, Oregon	$1.04M	-$836K	2	0.7%	Reduced
2419	Brookstone Capital Management Wheaton, Illinois	$1.03M	+$109K	2	0.19%	Increased
2420	TFO Tarbox Family Office Newport Beach, California	$1.02M	+$15.1K	9	0.92%	Increased
2421	MCF Advisors Covington, Kentucky	$1.02M	+$48.9K	5	0.3%	Increased
2422	Stephens Investment Management Group Houston, Texas	$1.01M	+$23.1K	2	0.03%	Increased
2423	EML Eos Management LP New York	$1M	$0	1	0.27%	Maintained
2424	GCIA Gabelli & Co Investment Advisers Rye, New York	$1M	+$987K	2	0.16%	New
2425	FPC Falcon Point Capital San Francisco, California	$1M	+$722K	2	0.85%	Increased