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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
2426	SWA SFMG Wealth Advisors Plano, Texas	$625K	-$229K	2	0.22%	Reduced
2427	Graham Capital Management Rowayton, Connecticut	$624K	+$561K	2	0.02%	New
2428	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$622K	-$252K	1	0.98%	Reduced
2429	NCA New Century Advisors Chevy Chase, Maryland	$622K	-$3.24M	1	0.52%	Reduced
2430	ACM Axel Capital Management New York	$621K	-$505K	1	1.14%	Reduced
2431	SCA Stillwater Capital Advisors Devon, Pennsylvania	$616K	-$6.92K	1	0.21%	Reduced
2432	PIM Parasol Investment Management Westmont, Illinois	$614K	+$357K	4	0.42%	Increased
2433	RBCM Raub Brock Capital Management Larkspur, California	$614K	$0	1	0.23%	Maintained
2434	PC Pier Capital Stamford, Connecticut	$606K	+$22K	2	0.09%	Increased
2435	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$600K	$0	2	0.4%	Maintained
2436	KBG Kahn Brothers Group New York	$591K	-$4.68K	1	0.09%	Reduced
2437	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$590K	-$3.81K	3	0.32%	Reduced
2438	SCM Steward Capital Management Bloomfield Hills, Michigan	$590K	$0	1	1.25%	Maintained
2439	VFP Verus Financial Partners Richmond, Virginia	$589K	-$3.28K	2	0.33%	Reduced
2440	RVP Relative Value Partners Northbrook, Illinois	$583K	$0	1	0.07%	Maintained
2441	GACM Green Arrow Capital Management New York	$575K	-$19.6M	1	0.07%	Reduced
2442	HCM Hengehold Capital Management Cincinnati, Ohio	$567K	-$25.1K	2	0.19%	Reduced
2443	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$558K	$0	2	0.1%	Maintained
2444	FWSM First Wilshire Securities Management Pasadena, California	$545K	+$37.1K	1	0.08%	Increased
2445	FC FCA Corp Houston, Texas	$540K	+$190K	2	0.3%	Increased
2446	NCA NCM Capital Advisers Durham, North Carolina	$535K	+$8.73K	1	0.79%	Increased
2447	NPPM North Point Portfolio Managers Orange Village, Ohio	$525K	-$4.68K	2	0.11%	Reduced
2448	DCM DLS Capital Management Bannockburn, Illinois	$524K	-$164K	1	3.34%	Reduced
2449	BC Barnett & Company Chattanooga, Tennessee	$516K	-$9.54K	1	0.22%	Reduced
2450	FPCP Fort Point Capital Partners San Francisco, California	$496K	-$461	1	0.44%	Reduced