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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	Condor Capital Management Martinsville, New Jersey	$4.9M	-$151K	3	1.28%	Reduced
2002	AHS Aspiriant Holdings S3 Los Angeles, California	$4.9M	-$3.74M	3	2.26%	Reduced
2003	CSMF Charles Stewart Mott Foundation Flint, Michigan	$4.86M	+$4.91M	5	5.44%	New
2004	Wolverine Asset Management Chicago, Illinois	$4.84M	-$8.83M	5	0.11%	Reduced
2005	Cypress Capital Group Palm Beach, Florida	$4.84M	-$366K	5	1.19%	Reduced
2006	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$4.84M	+$1.12M	4	4.47%	Increased
2007	Homrich & Berg Atlanta, Georgia	$4.83M	+$305K	5	0.51%	Increased
2008	RCA Rex Capital Advisors Providence, Rhode Island	$4.82M	+$234K	1	5.15%	Increased
2009	WCM Westerly Capital Management San Francisco, California	$4.79M	+$5.17M	3	5.74%	New
2010	OIA Optimum Investment Advisors Chicago, Illinois	$4.79M	+$4.99M	4	1.94%	New
2011	YMRC Yorktown Management & Research Company Forest, Virginia	$4.79M	+$3.64M	4	0.79%	Increased
2012	Portland Global Advisors Portland, Maine	$4.77M	-$291K	4	2.81%	Reduced
2013	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$4.76M	+$4.91M	3	2.89%	New
2014	Addison Capital Conshohocken, Pennsylvania	$4.76M	-$170K	2	4.42%	Reduced
2015	DVM Dreman Value Management West Palm Beach, Florida	$4.75M	+$478K	5	0.48%	Increased
2016	M Holdings Securities Portland, Oregon	$4.75M	-$29.9K	5	3.38%	Reduced
2017	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$4.75M	-$1.2M	5	3.07%	Reduced
2018	MM Midas Management New York	$4.75M	-$301K	3	3.06%	Reduced
2019	OIM Orca Investment Management Roseburg, Oregon	$4.73M	-$98.3K	3	5.8%	Reduced
2020	Standard Investments New York	$4.73M	-$2.83M	1	0.33%	Reduced
2021	NI Nepsis Inc Minneapolis, Minnesota	$4.72M	+$2M	1	2.81%	Increased
2022	ACM Ativo Capital Management Chicago, Illinois	$4.71M	+$1.89M	2	1.25%	Increased
2023	Avior Wealth Management Omaha, Nebraska	$4.7M	+$4.51M	6	2.75%	Increased
2024	SC Searle & Co Greenwich, Connecticut	$4.7M	-$90.1K	2	4.83%	Reduced
2025	GMA Goldstein Munger & Associates San Ramon, California	$4.67M	-$142K	2	2.12%	Reduced