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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	Engineers Gate Manager New York	$27.1M	+$5.86M	22	1.63%	Increased
1977	Duff & Phelps Investment Management Chicago, Illinois	$27.1M	$0	6	0.33%	Maintained
1978	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$27.1M	-$959K	7	2.17%	Reduced
1979	Roberts, Glore & Co Deerfield, Illinois	$27.1M	-$1.72M	7	9.42%	Reduced
1980	TIFF Advisory Services Radnor, Pennsylvania	$27.1M	+$79.7K	2	11%	Increased
1981	WAM WT Asset Management Hong Kong	$27.1M	+$24.3M	1	10.85%	New
1982	Sigma Investment Counselors Northville, Michigan	$27.1M	+$1.08M	6	2.23%	Increased
1983	Drexel Morgan & Co Radnor, Pennsylvania	$27.1M	+$109K	3	5.57%	Increased
1984	Capital City Trust Tallahassee, Florida	$27.1M	+$174K	6	8.93%	Increased
1985	Decatur Capital Management Decatur, Georgia	$27.1M	$0	4	19.49%	Maintained
1986	CC Codex Capital New York	$27M	-$158K	6	22.6%	Reduced
1987	Journey Advisory Group Covington, Kentucky	$27M	+$1.22M	6	6.73%	Increased
1988	HCR Wealth Advisors Los Angeles, California	$27M	+$43.1K	6	5.67%	Increased
1989	West Coast Financial Santa Barbara, California	$27M	+$167K	4	4.58%	Increased
1990	Principal Street Partners Memphis, Tennessee	$27M	-$229K	6	6.81%	Reduced
1991	Winton Group London, United Kingdom	$27M	+$16M	8	1.78%	Increased
1992	West Branch Capital Amherst, Massachusetts	$27M	-$549K	14	16.68%	Reduced
1993	Avantax Planning Partners Dubuque, Iowa	$27M	+$18.8K	6	1.07%	Increased
1994	Intellectus Partners San Francisco, California	$27M	+$114K	8	9.39%	Increased
1995	GPM Growth Investors Bloomfield Hills, Michigan	$26.8M	-$383K	4	16.3%	Reduced
1996	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$26.8M	-$452K	6	8.75%	Reduced
1997	Roberts Wealth Advisors Palo Alto, California	$26.8M	+$476K	8	12.94%	Increased
1998	McIlrath & Eck Arlington, Washington	$26.8M	+$3.62M	16	6.89%	Increased
1999	Renaissance Investment Group Lenox, Massachusetts	$26.8M	-$650K	5	7.97%	Reduced
2000	Vicus Capital State College, Pennsylvania	$26.7M	-$6.35M	5	3.03%	Reduced