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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	GF Gerry Farber New York	$4.73M	+$4.55M	1	6.16%	New
1977	MS Marshall & Sullivan Seattle, Washington	$4.73M	+$542K	3	6.64%	Increased
1978	HIS Horizon Investment Services Hammond, Indiana	$4.72M	+$137K	1	2.39%	Increased
1979	GIM Guild Investment Management Los Angeles, California	$4.7M	+$4.72M	2	5.51%	New
1980	SAM Solaris Asset Management New York	$4.68M	-$140K	4	3.14%	Reduced
1981	Pinnacle Advisory Group Columbia, Maryland	$4.68M	+$2.56M	3	0.6%	Increased
1982	KC Kingfisher Capital Charlotte, North Carolina	$4.67M	+$40K	4	2.5%	Increased
1983	BO Bank OZK Little Rock, Arkansas	$4.66M	-$2.95K	3	1.73%	Reduced
1984	AC Argentiere Capital Zug, Switzerland	$4.64M	+$4.46M	1	2.06%	New
1985	JC JBF Capital Aspen, Colorado	$4.64M	$0	1	0.68%	Maintained
1986	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$4.6M	+$1.56M	3	2.24%	Increased
1987	CS Credential Securities Vancouver,	$4.6M	+$148K	4	3.09%	Increased
1988	HAM Harber Asset Management Asheville, North Carolina	$4.58M	-$521K	2	3.52%	Reduced
1989	Goodman Financial Houston, Texas	$4.58M	-$283K	1	3.1%	Reduced
1990	Capital Counsel New York	$4.58M	-$34.2K	4	0.26%	Reduced
1991	CCM Connective Capital Management Palo Alto, California	$4.58M	+$104K	1	6.89%	Increased
1992	IberiaBank Lafayette, Louisiana	$4.56M	+$591K	4	2.56%	Increased
1993	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$4.56M	-$102K	2	2.61%	Reduced
1994	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$4.55M	-$113K	5	3.58%	Reduced
1995	Sequoia Financial Advisors Akron, Ohio	$4.54M	-$124K	4	3.15%	Reduced
1996	Phocas Financial Corp Alameda, California	$4.52M	+$4.28M	3	0.4%	Increased
1997	Globeflex Capital San Diego, California	$4.5M	-$1.87M	1	0.51%	Reduced
1998	BA Bennicas & Associates Portola Valley, California	$4.46M	-$113K	3	3.67%	Reduced
1999	TA TRB Advisors New York	$4.44M	+$4.49M	1	2.01%	New
2000	Channing Capital Management Chicago, Illinois	$4.44M	$0	1	0.27%	Maintained