← All themes

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
2501	Leuthold Group Minneapolis, Minnesota	$45.7M	-$20.4M	2	4.93%	Reduced
2502	Strait & Sound Wealth Management San Francisco, California	$45.7M	+$962K	7	16.99%	Increased
2503	LPCM Lynwood Price Capital Management Austin, Texas	$45.6M	-$801K	2	22.18%	Reduced
2504	Roman Butler Fullerton & Co St Louis, Missouri	$45.6M	+$426K	7	11.95%	Increased
2505	Lazari Capital Management Woodland Hills, California	$45.6M	-$636K	7	15.3%	Reduced
2506	Tiptree Advisors New York	$45.5M	+$6.57M	3	26.25%	Increased
2507	Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$45.5M	+$1.7M	7	7.29%	Increased
2508	Stelac Advisory Services New York	$45.5M	-$2M	5	16.09%	Reduced
2509	Legato Capital Management San Francisco, California	$45.4M	+$20M	11	3.91%	Increased
2510	Alpine Woods Capital Investors Purchase, New York	$45.4M	-$52.4K	7	10.8%	Reduced
2511	Huber Capital Management El Segundo, California	$45.3M	+$8.45M	2	6.67%	Increased
2512	AFT Alpha Family Trust Los Angeles, California	$45.3M	$0	7	20.64%	Maintained
2513	Groupe des Assurances du Credit Mutuel Strasbourg, France	$45.3M	+$46.9M	1	15.35%	New
2514	Carrhae Capital London, United Kingdom	$45.2M	-$30.9M	1	1.71%	Reduced
2515	M.D. Sass LLC New York	$45.1M	+$29.4M	3	3.56%	Increased
2516	SOA Wealth Advisors New York	$45.1M	-$23.2M	14	7.62%	Reduced
2517	Essex Savings Bank Essex, Connecticut	$45.1M	+$1.65M	7	9.78%	Increased
2518	O'Neil Global Advisors Los Angeles, California	$45.1M	+$9.7M	3	15.52%	Increased
2519	Focused Alpha LLC Denver, Colorado	$45.1M	+$44.4M	8	13.25%	New
2520	DT Investment Partners Chadds Ford, Pennsylvania	$45.1M	+$1.38M	8	3.73%	Increased
2521	Harbor Advisory Corp Portsmouth, New Hampshire	$45M	-$3.21M	5	13.63%	Reduced
2522	VeraBank Henderson, Texas	$45M	-$726K	6	8.18%	Reduced
2523	Freemont Management Vaud, Switzerland	$44.9M	+$34.4M	4	7.84%	Increased
2524	Stone Summit Wealth Miami, Florida	$44.9M	+$444K	6	12.18%	Increased
2525	SP Saranac Partners London,	$44.8M	+$9.9M	5	17.53%	Increased