← All themes

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	Capital Asset Advisory Services Williamston, Michigan	$32.3M	+$2.7M	8	2.4%	Increased
1977	West Branch Capital Amherst, Massachusetts	$32.3M	+$78.6K	14	18%	Increased
1978	Canal Insurance Company Greenville, South Carolina	$32.3M	$0	3	8.75%	Maintained
1979	Buffington Mohr McNeal Boise, Idaho	$32.2M	-$3.14M	6	7.39%	Reduced
1980	Steamboat Capital Partners Rye, New York	$32.1M	+$12M	4	10.66%	Increased
1981	Lakehouse Capital Sydney NSW, Australia	$32.1M	-$1.84M	3	28.43%	Reduced
1982	BCM Bayesian Capital Management Brooklyn, New York	$32.1M	+$4.84M	12	3.98%	Increased
1983	Solidarity Wealth Lehi, Utah	$32.1M	+$29.4M	5	14.59%	New
1984	CC Codex Capital New York	$32.1M	$0	6	22.13%	Maintained
1985	Wilsey Asset Management San Diego, California	$32.1M	-$4.27M	1	7.25%	Reduced
1986	Iowa State Bank Urbandale, Iowa	$32.1M	-$850K	5	8.04%	Reduced
1987	GPM Growth Investors Bloomfield Hills, Michigan	$32.1M	+$167K	5	18.58%	Increased
1988	West Coast Financial Santa Barbara, California	$32M	-$63.2K	4	4.9%	Reduced
1989	Jackson Hole Capital Partners Tulsa, Oklahoma	$32M	+$5.71M	8	8.41%	Increased
1990	Roberts, Glore & Co Deerfield, Illinois	$32M	-$104K	7	10.71%	Reduced
1991	Sigma Investment Counselors Northville, Michigan	$31.9M	-$387K	6	2.48%	Reduced
1992	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$31.9M	-$142K	6	6.62%	Reduced
1993	Lindbrook Capital Calabasas, California	$31.9M	+$455K	27	3.74%	Increased
1994	BWCP LP Dallas, Texas	$31.9M	+$5.82M	3	12.47%	Increased
1995	Procyon Advisors Shelton, Connecticut	$31.9M	+$610K	8	5.3%	Increased
1996	HCR Wealth Advisors Los Angeles, California	$31.8M	-$335K	5	6.3%	Reduced
1997	Buckhead Capital Management Atlanta, Georgia	$31.8M	+$3.36M	6	7.49%	Increased
1998	Leo Brokerage Hurst, Texas	$31.8M	+$29.5M	7	4.75%	New
1999	Roberts Wealth Advisors Palo Alto, California	$31.7M	+$164K	7	14.53%	Increased
2000	Winch Advisory Services Appleton, Wisconsin	$31.7M	-$76.5K	9	12.28%	Reduced