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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	Berger Financial Group Plymouth, Minnesota	$36M	+$417K	7	6.49%	Increased
2002	Whitener Capital Management Rocky Mount, North Carolina	$36M	+$1.63M	9	16.57%	Increased
2003	VST Van Strum & Towne San Francisco, California	$36M	-$203K	5	14.17%	Reduced
2004	Alpha Omega Wealth Management Richmond, Virginia	$35.9M	-$1.34M	7	5.87%	Reduced
2005	Essex Investment Management Boston, Massachusetts	$35.9M	+$233K	7	4.4%	Increased
2006	DP DSAM Partners London, United Kingdom	$35.9M	-$61.6M	2	20.32%	Reduced
2007	Rehmann Capital Advisory Group Lansing, Michigan	$35.8M	+$508K	9	3.39%	Increased
2008	QV Investors Calgary, Alberta, Canada	$35.7M	-$4.64M	3	2.7%	Reduced
2009	KCM Kingdon Capital Management New York	$35.7M	-$38.2M	3	4.34%	Reduced
2010	Capital City Trust Tallahassee, Florida	$35.7M	-$1.03M	6	11.06%	Reduced
2011	DCM Advisors New York	$35.6M	+$14.2M	8	13.71%	Increased
2012	Walter & Keenan Wealth Management Souh Bend, Indiana	$35.6M	-$1.24M	6	12.08%	Reduced
2013	Jupiter Wealth Management Glendale, Colorado	$35.6M	+$612K	6	16.76%	Increased
2014	Soundmark Wealth Management Kirkland, Washington	$35.5M	-$1.05M	3	12.8%	Reduced
2015	W.H. Reaves & Co Jersey City, New Jersey	$35.5M	+$4.15M	3	1.13%	Increased
2016	Lakehouse Capital Sydney NSW, Australia	$35.5M	+$2.21M	2	20.05%	Increased
2017	Avory & Company Miami, Florida	$35.5M	-$4.73M	2	21.92%	Reduced
2018	West Coast Financial Santa Barbara, California	$35.4M	+$124K	4	5.69%	Increased
2019	LCM Lionstone Capital Management New York	$35.3M	$0	1	9.24%	Maintained
2020	Wealthcare Advisory Partners West Chester, Pennsylvania	$35.3M	-$1.12M	10	2.31%	Reduced
2021	Caxton Associates (New York) New York	$35.3M	-$88.5M	4	3.9%	Reduced
2022	Tandem Investment Advisors Charleston, South Carolina	$35.2M	+$834K	3	2.89%	Increased
2023	TOBAM Paris, France	$35.2M	-$9.7M	8	1.49%	Reduced
2024	Baker Ellis Asset Management Vancouver, Washington	$35.1M	-$44.9K	6	6.77%	Reduced
2025	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$35.1M	-$615K	6	7.61%	Reduced