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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	Financial Avengers Oakland, California	$41.3M	-$350K	7	25.34%	Reduced
2002	Pine Ridge Advisers New York	$41.2M	-$12.6M	3	11.31%	Reduced
2003	NorthRock Partners Minneapolis, Minnesota	$41.2M	+$302K	7	3.09%	Increased
2004	Fairfield, Bush & Co Darien, Connecticut	$41.2M	-$31.4M	6	19.79%	Reduced
2005	XML Financial Bethesda, Maryland	$41.1M	-$789K	6	4.96%	Reduced
2006	Perennial Investment Advisors Los Angeles, California	$41.1M	+$916K	8	12.83%	Increased
2007	Rollins Financial Atlanta, Georgia	$41M	+$40.5M	5	11.88%	New
2008	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$40.9M	-$1.08M	5	3.01%	Reduced
2009	Roberts Wealth Advisors Palo Alto, California	$40.9M	-$1.19M	7	14.74%	Reduced
2010	AlphaStar Capital Management Cornelius, North Carolina	$40.9M	+$2.84M	10	3.26%	Increased
2011	Freshford Capital Management Rye Brook, New York	$40.8M	+$890K	1	5.61%	Increased
2012	SOA Wealth Advisors New York	$40.8M	+$301K	13	9.89%	Increased
2013	Sitrin Capital Management Century City, California	$40.8M	+$7.05M	6	19.17%	Increased
2014	HIM Hotaling Investment Management Wayne, Pennsylvania	$40.7M	+$634K	5	14.14%	Increased
2015	Steamboat Capital Partners Rye, New York	$40.7M	+$2.62M	3	12.45%	Increased
2016	Nations Financial Group Cedar Rapids, Iowa	$40.7M	-$142K	7	5.35%	Reduced
2017	Mission Creek Capital Partners San Francisco, California	$40.6M	+$6.85M	8	8.07%	Increased
2018	SSI Scott & Selber Inc Houston, Texas	$40.6M	-$283K	4	14.41%	Reduced
2019	One Capital Management Westlake Village, California	$40.6M	+$1.91M	6	3.07%	Increased
2020	Granahan Investment Management Waltham, Massachusetts	$40.5M	+$317K	3	0.83%	Increased
2021	Bandera Partners New York	$40.4M	$0	3	14.45%	Maintained
2022	Visionary Wealth Advisors O'fallon, Illinois	$40.4M	+$4.94M	7	3.31%	Increased
2023	Kayak Investment Partners San Francisco, California	$40.4M	-$112M	3	16.28%	Reduced
2024	Vicus Capital State College, Pennsylvania	$40.3M	+$41.8M	6	4.11%	New
2025	CCM Consolidated Capital Management Burbank, California	$40.2M	-$1.16M	3	17.84%	Reduced