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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 Doheny Asset Management Los Angeles, California	$10.6M	-$463K	5	4.89%	Reduced
2002	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$10.6M	-$187K	6	6.03%	Reduced
2003	BCA Bray Capital Advisors Naples, Florida	$10.6M	+$211K	6	5.61%	Increased
2004	Azzad Asset Management Falls Church, Virginia	$10.6M	+$648K	5	3.54%	Increased
2005	Woodmont Investment Counsel Nashville, Tennessee	$10.5M	-$488K	6	2.88%	Reduced
2006	Summit Global Investments Bountiful, Utah	$10.5M	+$4.83M	2	1.65%	Increased
2007	LaFleur & Godfrey Grand Rapids, Michigan	$10.5M	-$206K	2	2.76%	Reduced
2008	CW Cabot-Wellington Boston, Massachusetts	$10.5M	-$23.7K	1	6.11%	Reduced
2009	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$10.5M	-$205K	7	2.95%	Reduced
2010	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$10.5M	-$250K	7	6.75%	Reduced
2011	Oarsman Capital Milwaukee, Wisconsin	$10.5M	+$53.9K	6	4.43%	Increased
2012	WAM Winslow Asset Management Beachwood, Ohio	$10.5M	-$161K	2	2.03%	Reduced
2013	CRB Chad R. Baker	$10.4M	+$37.9K	2	4.09%	Increased
2014	Leuthold Group Minneapolis, Minnesota	$10.4M	-$963K	4	1.05%	Reduced
2015	GP Geneva Partners Lake Geneva, Wisconsin	$10.4M	+$10.1M	3	8.18%	New
2016	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$10.4M	-$56.9K	6	4.44%	Reduced
2017	Wexford Capital West Palm Beach, Florida	$10.4M	-$33.6M	6	0.89%	Reduced
2018	Apriem Advisors Irvine, California	$10.3M	-$3.11M	4	2.57%	Reduced
2019	FC Ferris Capital Marlborough, Massachusetts	$10.3M	-$383K	6	5.11%	Reduced
2020	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$10.3M	$0	2	6.17%	Maintained
2021	Steel Grove Capital Advisors Memphis, Tennessee	$10.3M	+$1.79M	6	1.86%	Increased
2022	SignatureFD Atlanta, Georgia	$10.3M	+$532K	7	1.37%	Increased
2023	CIA Covington Investment Advisors Ligonier, Pennsylvania	$10.3M	-$195K	2	3.89%	Reduced
2024	RMSCM R.M. Sincerbeaux Capital Management New York	$10.3M	-$1.04M	2	9.92%	Reduced
2025	AP Archon Partners Princeton Junction, New Jersey	$10.3M	$0	1	2.39%	Maintained