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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	LK Lumbard & Kellner Hollis, New Hampshire	$8.33M	+$206K	3	5.42%	Increased
2002	Wealth Enhancement Advisory Services Plymouth, Minnesota	$8.27M	+$2.25M	4	1%	Increased
2003	CRB Chad R. Baker	$8.27M	-$40K	2	3.65%	Reduced
2004	YCG LLC Austin, Texas	$8.21M	-$1.75M	1	2.46%	Reduced
2005	Oribel Capital Management New York	$8.2M	+$8.26M	2	1.54%	New
2006	Waratah Capital Advisors Toronto, Ontario, Canada	$8.2M	+$8.28M	1	1.22%	New
2007	WA WFG Advisors Dallas, Texas	$8.2M	-$296K	14	2.01%	Reduced
2008	TIA Tiemann Investment Advisors Menlo Park, California	$8.2M	-$712K	7	8.01%	Reduced
2009	PCM Palouse Capital Management Spokane, Washington	$8.19M	-$142K	2	3.35%	Reduced
2010	BCA Bray Capital Advisors Naples, Florida	$8.13M	-$315K	4	4.87%	Reduced
2011	BE Bonness Enterprises Washington, District of Columbia	$8.11M	-$755K	3	7.29%	Reduced
2012	Clear Harbor Asset Management Stamford, Connecticut	$8.1M	+$523K	5	1.71%	Increased
2013	BancorpSouth Tupelo, Mississippi	$8.1M	+$436K	5	0.9%	Increased
2014	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$8.09M	-$325K	1	4.03%	Reduced
2015	LAM Lapides Asset Management Greenwich, Connecticut	$8.06M	-$104K	1	1.45%	Reduced
2016	Stockman Wealth Management Billings, Montana	$8.02M	+$2.31M	3	4.88%	Increased
2017	Mission Wealth Management Santa Barbara, California	$8.02M	+$1.26M	6	1.59%	Increased
2018	AP Archon Partners Princeton Junction, New Jersey	$8.01M	$0	1	2.09%	Maintained
2019	Cowen Inc New York	$8M	-$9.42M	4	0.33%	Reduced
2020	AIM Alambic Investment Management Belvedere, California	$8M	+$1.16M	3	1.42%	Increased
2021	BAM Brave Asset Management Summit, New Jersey	$7.99M	+$333K	5	5.11%	Increased
2022	LSCM LaSalle Street Capital Management Chicago, Illinois	$7.96M	$0	5	7.07%	Maintained
2023	Financial Architects (New Jersey) Marlton, New Jersey	$7.95M	-$407K	12	1.87%	Reduced
2024	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$7.95M	-$376K	5	3.51%	Reduced
2025	LD Lipe & Dalton Syracuse, New York	$7.94M	-$162K	4	5.65%	Reduced