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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	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$10.2M	-$12.7K	7	2.98%	Reduced
2002	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$10.2M	-$102K	3	4.62%	Reduced
2003	HCR Wealth Advisors Los Angeles, California	$10.2M	-$522K	5	5.03%	Reduced
2004	WI Wintrust Investments Chicago, Illinois	$10.2M	+$387K	9	2.7%	Increased
2005	KA Kerrisdale Advisers Miami, Florida	$10.1M	+$8.4M	2	9.34%	Increased
2006	CBN Cadence Bank NA Houston, Texas	$10.1M	-$135K	6	4.63%	Reduced
2007	STB S&T Bank Indiana, Pennsylvania	$10.1M	-$586K	1	1.84%	Reduced
2008	HCA Horan Capital Advisors Cincinnati, Ohio	$10.1M	+$1.63M	5	6.89%	Increased
2009	BCA Bray Capital Advisors Naples, Florida	$10.1M	-$74.1K	5	5.54%	Reduced
2010	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$10.1M	+$187K	2	9.7%	Increased
2011	CC Cognios Capital Leawood, Kansas	$10.1M	-$19.5M	6	3.53%	Reduced
2012	SCA Sage Capital Advisors Sioux Falls, South Dakota	$10.1M	+$10.1M	3	7.4%	New
2013	Aviance Capital Partners Naples, Florida	$10.1M	+$403K	7	3.24%	Increased
2014	Oarsman Capital Milwaukee, Wisconsin	$10M	-$119K	6	4.59%	Reduced
2015	BB&T Investment Services Charlotte, North Carolina	$10M	+$3.28M	13	2.51%	Increased
2016	IMA Advisory Services Denver, Colorado	$10M	+$1.53M	6	4.8%	Increased
2017	CAM Cypress Asset Management Houston, Texas	$10M	+$2.82M	6	2.04%	Increased
2018	HIS Horizon Investment Services Hammond, Indiana	$9.9M	+$15K	4	4.44%	Increased
2019	PVWM Point View Wealth Management Summit, New Jersey	$9.9M	+$2.25M	6	4.87%	Increased
2020	CRB Chad R. Baker	$9.9M	$0	2	3.91%	Maintained
2021	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$9.9M	+$269K	3	3.41%	Increased
2022	K.J. Harrison & Partners Toronto, Ontario, Canada	$9.9M	-$726K	5	3.87%	Reduced
2023	Peconic Partners New York	$9.9M	+$4.95M	3	1.59%	Increased
2024	CWM Concentric Wealth Management Lafayette, California	$9.8M	+$106K	5	7.81%	Increased
2025	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$9.8M	-$1.16M	6	5.03%	Reduced