← 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
2526	Cypress Wealth Services Palm Desert, California	$14.2M	+$716K	8	3.38%	Increased
2527	St. Denis J. Villere & Co New Orleans, Louisiana	$14.2M	-$206K	2	1.02%	Reduced
2528	Pensionfund Sabic Sittard, Netherlands	$14.2M	$0	2	4.01%	Maintained
2529	Clarity Wealth Advisors San Jose, California	$14.2M	+$24.6K	6	11.16%	Increased
2530	SHCM Shelter Haven Capital Management Summit, New Jersey	$14.1M	-$30.9M	1	5.39%	Reduced
2531	AFC AFT Forsyth & Company West Palm Beach, Florida	$14.1M	-$1.04M	6	11.86%	Reduced
2532	CNB Bank Clearfield, Pennsylvania	$14.1M	+$2.75M	8	12.37%	Increased
2533	Raab & Moskowitz Asset Management Chatham, New Jersey	$14M	+$329K	4	6.82%	Increased
2534	Great Diamond Partners Portland, Maine	$14M	-$384K	6	5.8%	Reduced
2535	Resource Management Metairie, Louisiana	$14M	+$248K	7	2.42%	Increased
2536	Optimal Asset Management Los Altos, California	$14M	-$13M	9	2.27%	Reduced
2537	Little House Capital Braintree, Massachusetts	$14M	-$1.56M	7	12.89%	Reduced
2538	Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$14M	-$880K	5	5.9%	Reduced
2539	NewFocus Financial Group Vancouver, Washington	$13.9M	-$261K	5	5%	Reduced
2540	EGA E&G Advisors Houston, Texas	$13.9M	+$521K	8	5.39%	Increased
2541	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$13.9M	+$37.2K	7	9.03%	Increased
2542	MKP Capital Management New York	$13.9M	+$12.6M	2	5.64%	New
2543	SFE Investment Counsel Los Angeles, California	$13.9M	-$1.11M	4	6.16%	Reduced
2544	Smithbridge Asset Management Chadds Ford, Pennsylvania	$13.9M	-$49.4K	5	7.76%	Reduced
2545	StoneX Group New York	$13.9M	+$530K	8	5.27%	Increased
2546	RFG Advisory Birmingham, Alabama	$13.9M	+$314K	7	2.16%	Increased
2547	Pinnacle Family Advisors Springfield, Missouri	$13.9M	+$328K	3	12.12%	Increased
2548	Field & Main Bank Henderson, Kentucky	$13.8M	+$12.6M	7	11.78%	New
2549	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$13.8M	-$8.27M	1	8.13%	Reduced
2550	Cheyne Capital Management (UK) London, United Kingdom	$13.8M	+$1.87M	1	9.33%	Increased