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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
2001	DAM Draper Asset Management Smithtown, New York	$69.1M	-$539K	3	34.94%	Reduced
2002	Waldron Private Wealth Bridgeville, Pennsylvania	$69M	+$2.87M	9	2.39%	Increased
2003	SFP Shepherd Financial Partners Winchester, Massachusetts	$69M	-$962K	7	5.67%	Reduced
2004	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$69M	-$396K	6	4.09%	Reduced
2005	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$69M	-$964K	7	20.62%	Reduced
2006	QPW Quantum Private Wealth Tampa, Florida	$68.9M	-$4.94M	7	17.65%	Reduced
2007	SA Sovran Advisors San Diego, California	$68.8M	-$2.99M	11	5.13%	Reduced
2008	WC Westerkirk Capital Victoria,	$68.8M	+$4.45M	8	6.62%	Increased
2009	ACS Archford Capital Strategies Swansea, Illinois	$68.4M	-$199K	9	6.93%	Reduced
2010	WETS Wealth Enhancement Trust Services Sioux Falls, South Dakota	$68.3M	-$6.95M	19	7.59%	Reduced
2011	TIA Tandem Investment Advisors Charleston, South Carolina	$68.3M	-$24.5M	4	4.57%	Reduced
2012	MIA MainStreet Investment Advisors Chicago, Illinois	$68.3M	-$2.49M	7	9.3%	Reduced
2013	KLWA Kelly Lawrence W & Associates Pasadens, California	$68.3M	-$398K	5	14.59%	Reduced
2014	SNB Security National Bank Omaha, Nebraska	$68.2M	+$4.15M	6	8.14%	Increased
2015	NPPM North Point Portfolio Managers Orange Village, Ohio	$68.2M	-$1.94M	5	11.26%	Reduced
2016	HA Huntleigh Advisors St. Louis, Missouri	$68.1M	+$6.73M	8	9.54%	Increased
2017	BSI Bennett Selby Investments Falmouth, Maine	$68.1M	+$539K	4	21.77%	Increased
2018	KC Knuff & Co Foster City, California	$68.1M	+$4.24M	8	17.25%	Increased
2019	Channing Capital Management Chicago, Illinois	$68.1M	+$23.6M	5	1.57%	Increased
2020	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$68.1M	+$9.16M	8	6.36%	Increased
2021	SB Strategic Blueprint Atlanta, Georgia	$68M	-$564K	8	3.4%	Reduced
2022	PA PFG Advisors Phoenix, Arizona	$68M	-$5.74M	8	3.43%	Reduced
2023	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$68M	+$23.5M	4	38.75%	Increased
2024	FCM Fogel Capital Management Stuart, Florida	$67.8M	+$667K	4	27.25%	Increased
2025	SageView Advisory Group Newport Beach, California	$67.7M	-$1.21M	8	2.22%	Reduced