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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	Decatur Capital Management Decatur, Georgia	$39.5M	+$2.29M	4	23%	Increased
1977	Duff & Phelps Investment Management Chicago, Illinois	$39.5M	-$91.3K	6	0.46%	Reduced
1978	Financial Avengers Oakland, California	$39.3M	-$586K	7	24.61%	Reduced
1979	Wilsey Asset Management San Diego, California	$39.3M	-$7.18M	1	9.02%	Reduced
1980	Fairfield, Bush & Co Darien, Connecticut	$39.3M	+$213K	6	19.7%	Increased
1981	Forum Financial Management Lombard, Illinois	$39.3M	-$1.68M	10	1.88%	Reduced
1982	Delta Investment Management San Francisco, California	$39.1M	+$7.47M	5	11.61%	Increased
1983	Cinctive Capital Management New York	$39.1M	+$5.42M	6	1.45%	Increased
1984	CG Cutler Group San Francisco, California	$39.1M	-$12.3M	30	2.06%	Reduced
1985	Pine Ridge Advisers New York	$39M	-$791K	3	10.61%	Reduced
1986	LCM Lionstone Capital Management New York	$39M	+$1.95M	1	11.57%	Increased
1987	HIM Hotaling Investment Management Wayne, Pennsylvania	$38.9M	+$412K	5	14.97%	Increased
1988	WPI Walter Public Investments Westmount, Canada	$38.8M	+$43.1M	2	13.09%	New
1989	Stewart Asset Management New York	$38.8M	+$4.46M	4	20.59%	Increased
1990	Roberts Wealth Advisors Palo Alto, California	$38.7M	-$50.1K	7	15.15%	Reduced
1991	Bridgewater Advisors New York	$38.6M	+$2.31M	9	9.38%	Increased
1992	CEI Clark Estates Inc New York	$38.6M	+$1.04M	3	6.09%	Increased
1993	Steamboat Capital Partners Rye, New York	$38.5M	-$87.1K	3	11.38%	Reduced
1994	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$38.5M	+$4.3M	3	9.44%	Increased
1995	XML Financial Bethesda, Maryland	$38.4M	-$166K	6	4.56%	Reduced
1996	Blue Grotto Capital Atlanta, Georgia	$38.3M	+$7.61M	1	8.17%	Increased
1997	Perkins Coie Trust Company Seattle, Washington	$38.2M	-$413K	9	11.87%	Reduced
1998	AlphaCrest Capital Management New York	$38.2M	-$27.1M	15	2.14%	Reduced
1999	Crescent Park Management East Palo Alto, California	$38.2M	-$4.62M	1	6.19%	Reduced
2000	Rollins Financial Atlanta, Georgia	$38.2M	+$300K	5	11.22%	Increased