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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	Pragma Gestao de Patrimonio Sao Paulo, Brazil	$31.6M	-$6.37M	2	22.4%	Reduced
2002	PWP Pursue Wealth Partners Clayton, California	$31.6M	+$5.57M	12	21.58%	Increased
2003	Fiduciary Alliance Greenville, South Carolina	$31.6M	+$8.88K	5	7.93%	Increased
2004	ETH Exos TFP Holdings New York	$31.5M	+$16.3M	9	7.95%	Increased
2005	LGT Fund Management Vaduz, Liechtenstein	$31.5M	+$6.66M	5	13.41%	Increased
2006	Cutler Investment Counsel Jacksonville, Oregon	$31.5M	+$320K	5	4.89%	Increased
2007	Sunbelt Securities Houston, Texas	$31.5M	+$6.02M	25	5.06%	Increased
2008	Meridian Wealth Advisors Austin, Texas	$31.4M	+$700K	6	7.86%	Increased
2009	Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$31.4M	-$934K	2	1.71%	Reduced
2010	HeadInvest LLC Portland, Maine	$31.3M	-$687K	6	6.88%	Reduced
2011	NorthRock Partners Minneapolis, Minnesota	$31.3M	-$1.7M	6	3.33%	Reduced
2012	Destiny Wealth Partners Tavares, Florida	$31.2M	+$4.55M	5	6.46%	Increased
2013	Mather Group Chicago, Illinois	$31.1M	+$254K	6	0.55%	Increased
2014	GM Advisory Group Melville, New York	$31.1M	-$23.7K	8	2.83%	Reduced
2015	Brown Shipley & Co London, United Kingdom	$31.1M	+$28.6M	6	20.04%	New
2016	Davidson Kempner Capital Management New York	$31.1M	-$198M	2	0.52%	Reduced
2017	Apriem Advisors Irvine, California	$31.1M	+$318K	6	4.97%	Increased
2018	Balboa Wealth Partners Scottsdale, Arizona	$31M	+$115K	7	11.73%	Increased
2019	Asset Dedication LLC San Francisco, California	$31M	+$1.27M	18	2.87%	Increased
2020	Alpha Square Group S New York	$31M	-$2.95M	3	16.58%	Reduced
2021	Lathrop Investment Management Little Rock, Arkansas	$31M	+$101K	6	6.57%	Increased
2022	RDST Capital Seattle, Washington	$30.9M	+$3.6M	3	16.91%	Increased
2023	Renaissance Investment Group Lenox, Massachusetts	$30.9M	-$654K	5	8.68%	Reduced
2024	NG Northstar Group New York	$30.9M	-$21.9K	6	7.92%	Reduced
2025	Nishkama Capital LLC Dorado, Puerto Rico	$30.8M	-$13.9M	2	6.6%	Reduced