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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	Merriman Wealth Management Seattle, Washington	$56.1M	+$899K	6	2.33%	Increased
2002	Keystone Financial Group (Kentucky) Lexington, Kentucky	$56M	+$10.3M	6	5.51%	Increased
2003	Huntleigh Advisors St. Louis, Missouri	$56M	+$54.5M	7	12.06%	New
2004	Portfolio Design Labs Encino, California	$55.9M	+$11.2M	7	11.47%	Increased
2005	America First Investment Advisors Omaha, Nebraska	$55.9M	-$3.09M	4	12.21%	Reduced
2006	RAM Investment Partners Bellevue, Washington	$55.8M	+$7.56M	5	13.71%	Increased
2007	Aaron Wealth Advisors Chicago, Illinois	$55.7M	+$2.79M	12	6.47%	Increased
2008	Clearline Capital New York	$55.7M	-$51.8M	4	7.37%	Reduced
2009	Punch & Associates Investment Management Edina, Minnesota	$55.7M	-$3.07M	3	3.04%	Reduced
2010	Rehmann Capital Advisory Group Lansing, Michigan	$55.6M	+$2.09M	9	3.53%	Increased
2011	Greatmark Investment Partners Columbus, Georgia	$55.6M	-$45.4K	6	7.57%	Reduced
2012	Premier Path Wealth Partners Madison, New Jersey	$55.5M	+$1.61M	9	8.46%	Increased
2013	Sound Income Strategies Ft Lauderdale, Florida	$55.5M	+$3.22M	16	3.43%	Increased
2014	SF Symphony Financial Houston, Texas	$55.5M	+$1.09M	5	8.71%	Increased
2015	Constitution Capital Shelton, Connecticut	$55.4M	-$1.21M	3	31.07%	Reduced
2016	Jessup Wealth Management Dayton, Ohio	$55.3M	+$7.13M	5	23.58%	Increased
2017	One Wealth Capital Management Scottsdale, Arizona	$55.3M	+$55.3M	5	28.05%	New
2018	Cache Advisors San Francisco, California	$55.2M	+$52.7M	10	23.03%	New
2019	HCM Harspring Capital Management New York	$55.1M	-$5.11M	2	15.67%	Reduced
2020	Needham Investment Management New York	$55.1M	+$2.11M	4	4.25%	Increased
2021	PT Plimoth Trust Plymouth, Massachusetts	$55.1M	-$268K	6	14.15%	Reduced
2022	Aspiriant LLC Los Angeles, California	$55.1M	+$338K	7	1.99%	Increased
2023	Farley Capital New York	$55M	$0	4	46.84%	Maintained
2024	SeaBridge Investment Advisors Summit, New Jersey	$54.8M	+$3.87M	8	11.47%	Increased
2025	Cypress Asset Management Houston, Texas	$54.8M	-$1.18M	5	13.6%	Reduced