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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	Pegasus Partners Mequon, Wisconsin	$15.2M	-$2.4M	7	4.5%	Reduced
1977	NIC Northwest Investment Counselors Lake Oswego, Oregon	$15.2M	+$208K	5	6.63%	Increased
1978	Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$15.1M	+$1.52M	2	6.57%	Increased
1979	TRUE Private Wealth Advisors Salem, Oregon	$15.1M	+$2.37M	6	2.67%	Increased
1980	Venturi Wealth Management Austin, Texas	$15.1M	+$3.63M	7	2.44%	Increased
1981	Tidal Investments Milwaukee, Wisconsin	$15.1M	+$16.6M	6	11.63%	New
1982	Fiduciary Financial Services of The Southwest Dallas, Texas	$15M	+$232K	4	4.74%	Increased
1983	Symmetry Partners Glastonbury, Connecticut	$15M	+$16.3M	8	3.83%	New
1984	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$15M	+$15.8M	8	6.04%	New
1985	LaFleur & Godfrey Grand Rapids, Michigan	$15M	-$468K	2	4.23%	Reduced
1986	Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$15M	+$294K	10	8.81%	Increased
1987	Next Financial Group Houston, Texas	$14.9M	+$7.34M	16	3.11%	Increased
1988	Argus Investors Counsel New York	$14.9M	-$1.84M	4	7.79%	Reduced
1989	NBW Capital Boston, Massachusetts	$14.9M	-$168K	2	5.29%	Reduced
1990	South Street Advisors New York	$14.9M	-$882K	3	5.25%	Reduced
1991	Signet Financial Management Parsippany, New Jersey	$14.8M	+$871K	7	3.23%	Increased
1992	Caerus Investors New York	$14.8M	+$4.91M	2	7.76%	Increased
1993	CCM Cadence Capital Management Boston, Massachusetts	$14.8M	-$9.8M	8	1.49%	Reduced
1994	Global Financial Private Capital Sarasota, Florida	$14.8M	-$22.4M	6	0.8%	Reduced
1995	Kennedy Capital Management St Louis, Missouri	$14.8M	+$4.43M	2	0.37%	Increased
1996	Koshinski Asset Management Decatur, Illinois	$14.8M	-$7.66M	7	3.63%	Reduced
1997	Alta Park Capital San Francisco, California	$14.7M	-$2.29M	2	6.94%	Reduced
1998	CT Chicago Trust Grayslake, Illinois	$14.7M	+$638K	7	6.98%	Increased
1999	Hamilton Lane Advisors Conshohocken, Pennsylvania	$14.7M	+$3.54M	4	12.85%	Increased
2000	Westbourne Investment Advisors Annapolis, Maryland	$14.7M	+$212K	5	12.68%	Increased