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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	Riverstone Advisors New Braunfels, Texas	$38.1M	-$5M	4	19.54%	Reduced
2002	Principal Street Partners Memphis, Tennessee	$38.1M	+$693K	8	8.73%	Increased
2003	Verity & Verity Beaufort, South Carolina	$38M	+$2.69M	5	5.27%	Increased
2004	CCM Consolidated Capital Management Burbank, California	$38M	-$151K	3	17.21%	Reduced
2005	United Services Automobile Association San Antonio, Texas	$38M	-$37M	3	0.71%	Reduced
2006	PWP Pursue Wealth Partners Clayton, California	$38M	+$5.38M	14	15.69%	Increased
2007	Kelly Lawrence W & Associates Pasadens, California	$37.9M	-$513K	9	8.09%	Reduced
2008	Teewinot Capital Advisers New York	$37.9M	$0	3	11.13%	Maintained
2009	Bensler Bellevue, Washington	$37.9M	+$12.1M	4	7.97%	Increased
2010	Zuckerman Investment Group Chicago, Illinois	$37.9M	+$516K	6	6.1%	Increased
2011	NorthRock Partners Minneapolis, Minnesota	$37.8M	-$1.18M	6	3.4%	Reduced
2012	Armor Advisors New York	$37.8M	-$18.9M	1	4.37%	Reduced
2013	Westwood Wealth Management Los Angeles, California	$37.8M	-$38.5M	5	14.68%	Reduced
2014	Knuff & Co Foster City, California	$37.7M	-$2.09M	7	13.66%	Reduced
2015	Hodges Capital Management Dallas, Texas	$37.6M	+$4.94M	6	2.99%	Increased
2016	Port Capital Chicago, Illinois	$37.6M	+$7.91M	5	2.6%	Increased
2017	Titleist Capital San Antonio, Texas	$37.5M	+$5.83M	7	7.45%	Increased
2018	Woodmont Investment Counsel Nashville, Tennessee	$37.4M	+$3.36M	5	4.33%	Increased
2019	Towle & Co Denver, Colorado	$37.4M	-$2.66M	1	4.79%	Reduced
2020	West Coast Financial Santa Barbara, California	$37.4M	+$156K	5	5.75%	Increased
2021	Redwood Investments Boston, Massachusetts	$37.4M	+$4.28M	5	3.54%	Increased
2022	Capital City Trust Tallahassee, Florida	$37.1M	-$721	6	10.71%	Reduced
2023	Marietta Investment Partners Milwaukee, Wisconsin	$36.9M	+$504K	6	8.44%	Increased
2024	Perennial Investment Advisors Los Angeles, California	$36.9M	-$1.84M	8	11.67%	Reduced
2025	VST Van Strum & Towne San Francisco, California	$36.9M	-$302K	5	13.81%	Reduced