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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	Perennial Advisors New York	$37.8M	+$161K	10	10.98%	Increased
1977	Herald Investment Management London, United Kingdom	$37.7M	$0	9	6.14%	Maintained
1978	TrustCore Financial Services Brentwood, Tennessee	$37.7M	+$867K	16	3.96%	Increased
1979	Vishria Bird Financial Group Memphis, Tennessee	$37.6M	+$561K	5	18.51%	Increased
1980	Altavista Wealth Management Asheville, North Carolina	$37.5M	+$672K	6	8.19%	Increased
1981	Optas LLC Austin, Texas	$37.5M	+$197K	5	10.7%	Increased
1982	Daily Journal Corp Los Angeles, California	$37.5M	$0	1	17.59%	Maintained
1983	SSI Scott & Selber Inc Houston, Texas	$37.5M	+$943K	4	14.36%	Increased
1984	Berkshire Bank Pittsfield, Massachusetts	$37.4M	-$988K	6	9.04%	Reduced
1985	1WCM 12 West Capital Management New York	$37.4M	$0	1	1.57%	Maintained
1986	Avior Wealth Management Omaha, Nebraska	$37.3M	-$2.15M	16	3.75%	Reduced
1987	First Interstate Bank Billings, Montana	$37.1M	+$35.3M	4	3.9%	New
1988	McIlrath & Eck Arlington, Washington	$37M	+$4.97M	15	11.25%	Increased
1989	HCR Wealth Advisors Los Angeles, California	$37M	+$517K	7	6.42%	Increased
1990	Wisconsin Capital Management Madison, Wisconsin	$36.9M	-$7.93M	5	14.47%	Reduced
1991	Bank of New Hampshire Laconia, New Hampshire	$36.9M	+$35.2M	8	9.87%	New
1992	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$36.9M	-$203K	5	2.77%	Reduced
1993	Riverstone Advisors New Braunfels, Texas	$36.9M	+$343K	2	17.45%	Increased
1994	Stewart Asset Management New York	$36.8M	+$2.44M	4	19.02%	Increased
1995	Toth Financial Advisory Leesburg, Virginia	$36.8M	+$2.92M	15	5.62%	Increased
1996	Leuthold Group Minneapolis, Minnesota	$36.8M	-$958K	2	4.52%	Reduced
1997	Soundmark Wealth Management Kirkland, Washington	$36.6M	+$4.52M	3	15.08%	Increased
1998	CCM Consolidated Capital Management Burbank, California	$36.6M	+$522K	3	16.91%	Increased
1999	Davide Leone & Partners Investment Company London, United Kingdom	$36.6M	+$32.9M	3	1.75%	Increased
2000	BCM Bares Capital Management Austin, Texas	$36.6M	-$868K	1	0.65%	Reduced