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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	CMH Wealth Management Portsmouth, New Hampshire	$10.5M	-$813K	3	8.4%	Reduced
1977	River Wealth Advisors Camp Hill, Pennsylvania	$10.5M	+$913K	8	4.9%	Increased
1978	HW Hedeker Wealth Lincolnshire, Illinois	$10.5M	-$188K	5	10.12%	Reduced
1979	Clearstead Trust Portland, Maine	$10.5M	+$58.7K	5	8.28%	Increased
1980	Woodmont Investment Counsel Nashville, Tennessee	$10.5M	-$919K	6	2.96%	Reduced
1981	HS HighVista Strategies Boston, Massachusetts	$10.5M	+$2.81M	6	2.39%	Increased
1982	Hanson & Doremus Investment Management Burlington, Vermont	$10.5M	-$160K	10	3.87%	Reduced
1983	MCA Mercer Capital Advisers Little Silver, New Jersey	$10.5M	-$39.1K	6	7.84%	Reduced
1984	Balasa Dinverno & Foltz	$10.4M	+$423K	6	1.69%	Increased
1985	WA WFG Advisors Dallas, Texas	$10.4M	+$1.7M	14	2.35%	Increased
1986	AP Archon Partners Princeton Junction, New Jersey	$10.3M	$0	1	2.4%	Maintained
1987	GCM Gabalex Capital Management New York	$10.3M	-$3.43M	1	3.35%	Reduced
1988	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$10.3M	+$282K	7	7%	Increased
1989	BBCM Boardman Bay Capital Management New York	$10.3M	-$11.3M	4	10.42%	Reduced
1990	Stearns Financial Services Group Greensboro, North Carolina	$10.3M	-$604K	6	2.49%	Reduced
1991	FC Ferris Capital Marlborough, Massachusetts	$10.3M	+$10.1M	12	4.83%	New
1992	Perella Weinberg Partners Capital Management New York	$10.3M	+$5.49M	3	1.26%	Increased
1993	SAC SPQ Asia Capital Hong Kong	$10.3M	+$7.35M	1	19.82%	Increased
1994	MLM Mount Lucas Management Newtown, Pennsylvania	$10.3M	+$296K	2	1.93%	Increased
1995	CS Credential Securities Vancouver,	$10.3M	+$301K	7	3.14%	Increased
1996	WM WS Management Jacksonville, Florida	$10.3M	+$10.1M	1	0.38%	New
1997	SCM Stellar Capital Management Phoenix, Arizona	$10.3M	+$25.3K	5	7.46%	Increased
1998	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$10.2M	-$67.4K	6	4.54%	Reduced
1999	CIA Covington Investment Advisors Ligonier, Pennsylvania	$10.2M	+$81.3K	2	3.91%	Increased
2000	CW Cabot-Wellington Boston, Massachusetts	$10.2M	-$48.6K	1	5.89%	Reduced