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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
2451	SCA Stillwater Capital Advisors Devon, Pennsylvania	$612K	+$35.5K	1	0.22%	Increased
2452	HCM Hengehold Capital Management Cincinnati, Ohio	$606K	+$15.5K	2	0.21%	Increased
2453	LIA LBMC Investment Advisors Brentwood, Tennessee	$605K	+$15.5K	1	0.15%	Increased
2454	KPCM Kings Point Capital Management Great Neck, New York	$602K	+$60.1K	3	0.2%	Increased
2455	VFP Verus Financial Partners Richmond, Virginia	$599K	+$110K	2	0.33%	Increased
2456	JT Jump Trading Chicago, Illinois	$597K	-$2.96M	4	0.03%	Reduced
2457	GMA Goldstein Munger & Associates San Ramon, California	$594K	-$3.85M	1	0.27%	Reduced
2458	PCMF Private Capital Management (Florida) Naples, Florida	$588K	-$1.94K	1	0.07%	Reduced
2459	OAM Orinda Asset Management Lafayette, California	$578K	+$180K	3	1.24%	Increased
2460	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$575K	+$270K	2	0.37%	Increased
2461	APCM Arbiter Partners Capital Management New York	$574K	-$75.1K	1	0.06%	Reduced
2462	RVP Relative Value Partners Northbrook, Illinois	$573K	-$75.1K	1	0.08%	Reduced
2463	SAM Shamrock Asset Management Dallas, Texas	$569K	+$291K	4	0.19%	Increased
2464	BC Barnett & Company Chattanooga, Tennessee	$557K	-$41.5K	1	0.25%	Reduced
2465	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$557K	$0	2	0.11%	Maintained
2466	VAM Verity Asset Management Durham, North Carolina	$555K	+$509K	1	0.57%	New
2467	NA Nottingham Advisors Amherst, New York	$550K	+$180K	2	0.21%	Increased
2468	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$549K	-$74.6K	2	0.47%	Reduced
2469	DIP DT Investment Partners Chadds Ford, Pennsylvania	$544K	-$13.7K	1	0.22%	Reduced
2470	NPPM North Point Portfolio Managers Orange Village, Ohio	$544K	-$10.2K	2	0.12%	Reduced
2471	GAM Garrison Asset Management Fayetteville, Arkansas	$540K	+$295K	2	0.42%	Increased
2472	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$533K	+$197K	2	0.33%	Increased
2473	Iconiq Capital San Francisco, California	$524K	$0	1	0.23%	Maintained
2474	TDC Thompson Davis & Co Richmond, Virginia	$519K	-$241K	6	0.86%	Reduced
2475	TCM TD Capital Management Memphis, Tennessee	$515K	+$10.6K	3	0.12%	Increased