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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	Abacus Planning Group Columbia, South Carolina	$32.7M	-$381K	8	10.46%	Reduced
1977	Harber Asset Management Asheville, North Carolina	$32.7M	+$12.6M	3	9.34%	Increased
1978	Verde Servicos Internacionais Sao Paulo, Brazil	$32.5M	+$32M	1	5.24%	New
1979	Perennial Advisors New York	$32.5M	-$113K	10	10.22%	Reduced
1980	BCM Bares Capital Management Austin, Texas	$32.5M	-$17.1M	1	0.61%	Reduced
1981	Leuthold Group Minneapolis, Minnesota	$32.5M	-$2.89M	3	4.09%	Reduced
1982	Frisch Financial Group Melville, New York	$32.4M	+$3.66M	8	10.91%	Increased
1983	NG Northstar Group New York	$32.4M	+$359K	7	9.13%	Increased
1984	MKC M. Kraus & Co Shelburne, Vermont	$32.3M	-$88.5K	3	12.54%	Reduced
1985	Capital Fund Management (CFM) Paris, France	$32.3M	-$76.6M	7	0.36%	Reduced
1986	Quadrant Private Wealth Management Center Valley, Pennsylvania	$32.3M	-$460K	7	14.03%	Reduced
1987	TLW Wealth Management Indian Rocks Beach, Florida	$32.3M	+$98.8K	3	19.59%	Increased
1988	TrustCore Financial Services Brentwood, Tennessee	$32.3M	-$493K	15	3.74%	Reduced
1989	Thames Capital Management Roseland, New Jersey	$32.2M	-$2.37M	2	7.43%	Reduced
1990	Ameritas Investment Company Lincoln, Nebraska	$32.2M	+$7.22M	23	2.78%	Increased
1991	Legacy Private Trust Neenah, Wisconsin	$32.2M	-$1.5M	5	2.9%	Reduced
1992	Rice Partnership Honolulu, Hawaii	$32.1M	+$92.7K	4	11.41%	Increased
1993	NIC Northwest Investment Counselors Lake Oswego, Oregon	$32.1M	-$142K	10	9.15%	Reduced
1994	Clear Harbor Asset Management Stamford, Connecticut	$32.1M	+$2.79M	8	4.2%	Increased
1995	SWK Stephen W. Kidder	$32.1M	-$753K	4	10.36%	Reduced
1996	Jackson Square Capital San Francisco, California	$32.1M	-$3.51M	7	12.24%	Reduced
1997	SRN Advisors Huntingdon Valley, Pennsylvania	$32.1M	+$9.32M	7	11.49%	Increased
1998	Buffington Mohr McNeal Boise, Idaho	$32M	+$1.45M	8	6.87%	Increased
1999	Hohimer Wealth Management Seattle, Washington	$32M	+$710K	5	7.8%	Increased
2000	Altavista Wealth Management Asheville, North Carolina	$32M	-$734K	6	7.81%	Reduced