← All themes

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	Manchester Capital Management Manchester, Vermont	$29.8M	+$568K	15	4.62%	Increased
2002	HIM Hotaling Investment Management Wayne, Pennsylvania	$29.8M	+$338K	4	13.91%	Increased
2003	NIC Northwest Investment Counselors Lake Oswego, Oregon	$29.8M	-$209K	5	9.21%	Reduced
2004	Constitution Capital Shelton, Connecticut	$29.7M	+$28.8M	3	21.15%	New
2005	Hamilton Wealth Encino, California	$29.7M	+$1.44M	5	15.23%	Increased
2006	Stratos Investment Management Beachwood, Ohio	$29.7M	-$1.34M	5	9.34%	Reduced
2007	Magnus Financial Group New York	$29.7M	-$3.85M	7	2.95%	Reduced
2008	Hayek Kallen Investment Management Fairhope, Alabama	$29.6M	-$40.8K	5	14.32%	Reduced
2009	Brian C. Broderick	$29.5M	+$31.1K	4	8.77%	Increased
2010	Frank Rimerman Advisors Palo Alto, California	$29.5M	+$28.4M	4	13.37%	New
2011	MKC M. Kraus & Co Shelburne, Vermont	$29.5M	+$459K	3	12.31%	Increased
2012	Redwood Investments Boston, Massachusetts	$29.5M	-$29.2M	5	2.51%	Reduced
2013	TCM Trybe Capital Management Greenwich, Connecticut	$29.4M	+$28.5M	3	21.69%	New
2014	BCA Bray Capital Advisors Naples, Florida	$29.4M	+$121K	8	8.54%	Increased
2015	Hutchinson Capital Management San Rafael, California	$29.4M	-$763K	5	7.65%	Reduced
2016	Brightworth Atlanta, Georgia	$29.3M	+$947K	5	2.91%	Increased
2017	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$29.3M	+$5.05M	1	1.3%	Increased
2018	PS Portfolio Strategies Monsey, New York	$29.2M	-$2.11M	5	5.72%	Reduced
2019	Chapman Investment Management San Anselmo, California	$29.2M	+$544K	3	19%	Increased
2020	Rikoon Group Santa Fe, New Mexico	$29.2M	-$40.1K	8	8.15%	Reduced
2021	Avidian Wealth Enterprises Houston, Texas	$29.2M	+$3.41K	7	2.77%	Increased
2022	VST Van Strum & Towne San Francisco, California	$29.1M	-$738K	6	16.2%	Reduced
2023	Trust Asset Management Houston, Texas	$29.1M	+$6.43M	6	4.42%	Increased
2024	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$29.1M	+$29.7K	7	8.26%	Increased
2025	Optas LLC Austin, Texas	$29M	-$6.48M	5	9.33%	Reduced