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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	Sargent Investment Group Bethesda, Maryland	$14.7M	+$15.9M	6	9.01%	New
2002	Emerson Point Capital Larchmont, New York	$14.7M	+$15.5M	3	5.9%	New
2003	Clear Harbor Asset Management Stamford, Connecticut	$14.6M	-$3.75M	7	3.36%	Reduced
2004	WealthPLAN Partners Omaha, Nebraska	$14.5M	+$935K	6	2.34%	Increased
2005	CL CIM LLC Albany, New York	$14.5M	-$6.74K	4	6.34%	Reduced
2006	Wells Trecaso Financial Group Akron, Ohio	$14.5M	+$291K	5	13.85%	Increased
2007	Arete Wealth Advisors Chicago, Illinois	$14.5M	+$1.99M	8	3.52%	Increased
2008	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$14.4M	-$441K	7	4.32%	Reduced
2009	10-15 Associates Goshen, New York	$14.4M	+$11.4M	3	3.53%	Increased
2010	River Wealth Advisors Camp Hill, Pennsylvania	$14.4M	-$311K	10	6.41%	Reduced
2011	Court Place Advisors Ellicott City, Maryland	$14.4M	+$23.3K	5	6.57%	Increased
2012	Punch & Associates Investment Management Edina, Minnesota	$14.4M	-$64K	2	1.38%	Reduced
2013	Affinity Investment Advisors Newport Beach, California	$14.4M	-$3.77M	2	2.52%	Reduced
2014	HIM Hotaling Investment Management Wayne, Pennsylvania	$14.3M	+$15.3M	4	11.66%	New
2015	America First Investment Advisors Omaha, Nebraska	$14.3M	-$140K	5	4.79%	Reduced
2016	Brick & Kyle Associates Newtown, Pennsylvania	$14.3M	+$15.3M	5	13.65%	New
2017	Spearhead Capital Advisors Wellington, Florida	$14.3M	-$293K	3	6.12%	Reduced
2018	Rice Partnership Honolulu, Hawaii	$14.2M	-$490K	4	12.82%	Reduced
2019	Montgomery Investment Management Rockville, Maryland	$14.2M	-$541K	4	7.19%	Reduced
2020	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$14.2M	+$7.82M	3	5.92%	Increased
2021	SFMG Wealth Advisors Plano, Texas	$14.2M	+$1.99M	7	2.29%	Increased
2022	SCM Springhouse Capital Management Westport, Connecticut	$14.1M	+$15.7M	2	6.84%	New
2023	Greenline Partners New York	$14.1M	$0	4	4.43%	Maintained
2024	Telos Capital Management San Diego, California	$14.1M	+$818K	7	5.23%	Increased
2025	Brightworth Atlanta, Georgia	$14.1M	-$1.4M	4	3.25%	Reduced