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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
1976	BIM Beach Investment Management West Conshohocken, Pennsylvania	$4.08M	+$468K	2	5.39%	Increased
1977	HIS Horizon Investment Services Hammond, Indiana	$4.06M	+$4.58M	1	2.21%	Increased
1978	MM Meridian Management Little Rock, Arkansas	$4.05M	-$2.19M	2	3.21%	Reduced
1979	CSUI Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$4M	$0	2	5.16%	Maintained
1980	Altimeter Capital Management Boston, Massachusetts	$3.98M	+$1.7M	2	0.41%	Increased
1981	DCM Dynamic Capital Management St. Helier, Jersey	$3.98M	+$3.87M	4	1.29%	Increased
1982	CP Cinque Partners Los Angeles, California	$3.97M	-$2.4M	2	2.16%	Reduced
1983	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3.96M	-$8.22K	10	2.43%	Reduced
1984	BBNB Baker Boyer National Bank Walla Walla, Washington	$3.94M	-$150K	3	7.69%	Reduced
1985	Formidable Asset Management Cincinnati, Ohio	$3.92M	+$1.22M	6	2.74%	Increased
1986	NCA New Century Advisors Chevy Chase, Maryland	$3.9M	+$1.5M	1	3.13%	Increased
1987	Exencial Wealth Advisors Oklahoma City, Oklahoma	$3.89M	+$461K	3	1.63%	Increased
1988	CIP Centerline Investment Partners New York	$3.89M	-$5.11M	1	3.43%	Reduced
1989	VIA Vantage Investment Advisors State College, Pennsylvania	$3.89M	+$204K	8	2.56%	Increased
1990	PI Pettee Investors Rowayton, Connecticut	$3.88M	$0	2	3.65%	Maintained
1991	Ellington Management Group Old Greenwich, Connecticut	$3.88M	+$2.98M	5	1.14%	Increased
1992	CAM Cypress Asset Management Houston, Texas	$3.88M	-$151K	3	0.7%	Reduced
1993	HH HWG Holdings Houston, Texas	$3.86M	+$3.41M	3	3.51%	Increased
1994	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$3.85M	-$521K	3	0.44%	Reduced
1995	SI Shaker Investments Cleveland, Ohio	$3.84M	+$4.03M	1	2.38%	New
1996	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$3.83M	+$4.87K	1	0.41%	Increased
1997	MAA Mraz Amerine & Associates Modesto, California	$3.83M	-$97.3K	2	1.6%	Reduced
1998	LI Longer Investments Fayetteville, Arkansas	$3.83M	-$906K	2	3.04%	Reduced
1999	One Capital Management Westlake Village, California	$3.82M	+$3.61M	4	1.45%	New
2000	WIL Winifred I. Li	$3.82M	-$1.64M	7	3.31%	Reduced