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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	Stanley Capital Management Houston, Texas	$13M	$0	3	6.63%	Maintained
2002	Cambria Investment Management Manhattan Beach, California	$12.9M	+$880K	3	1.8%	Increased
2003	WIA Westbourne Investment Advisors Annapolis, Maryland	$12.9M	+$45.8K	5	9.81%	Increased
2004	BKA Brick & Kyle Associates Newtown, Pennsylvania	$12.9M	+$26.8K	5	10.47%	Increased
2005	CWM Catamount Wealth Management Westport, Connecticut	$12.9M	-$5.65M	6	7.19%	Reduced
2006	BIC Bridges Investment Counsel Omaha, Nebraska	$12.9M	-$1.52M	5	7.1%	Reduced
2007	WCM Whitener Capital Management Rocky Mount, North Carolina	$12.9M	+$12.3M	10	11.07%	New
2008	OCP Oakcliff Capital Partners New York	$12.9M	+$902K	1	11.29%	Increased
2009	SCM Stormborn Capital Management Greenwich, Connecticut	$12.9M	+$12.1M	1	9.2%	New
2010	PM Precept Management Dallas, Texas	$12.8M	-$5.25M	3	7.65%	Reduced
2011	GCM Gabalex Capital Management New York	$12.8M	$0	1	3.69%	Maintained
2012	AC AWH Capital Dallas, Texas	$12.8M	+$12.5M	1	11.32%	New
2013	SA Sicart Associates New York	$12.8M	+$2.28M	4	6.76%	Increased
2014	Garde Capital Seattle, Washington	$12.8M	-$1.12M	7	2.41%	Reduced
2015	BE Bonness Enterprises Washington, District of Columbia	$12.8M	$0	5	8.68%	Maintained
2016	WA WealthTrust Axiom Wayne, Pennsylvania	$12.8M	+$68.6K	5	4.75%	Increased
2017	SCP Steamboat Capital Partners Rye, New York	$12.8M	+$1.73M	2	5.32%	Increased
2018	CC Cognios Capital Leawood, Kansas	$12.7M	-$364K	7	4.8%	Reduced
2019	Clear Harbor Asset Management Stamford, Connecticut	$12.7M	+$237K	7	2.39%	Increased
2020	III Independent Investors Inc Nesconset, New York	$12.7M	-$223K	5	4.93%	Reduced
2021	Nuveen Fund Advisors Chicago, Illinois	$12.7M	-$4.84M	8	3.67%	Reduced
2022	Steel Grove Capital Advisors Memphis, Tennessee	$12.7M	+$778K	7	1.9%	Increased
2023	Wexford Capital West Palm Beach, Florida	$12.7M	+$2.37M	3	1.08%	Increased
2024	NME Notis-McConarty Edward	$12.6M	+$588K	5	7.24%	Increased
2025	KCP KDI Capital Partners Raleigh, North Carolina	$12.6M	-$3.72M	2	5%	Reduced