← 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
2601	DT Investment Partners Chadds Ford, Pennsylvania	$35.4M	-$1.55M	7	2.95%	Reduced
2602	LAM Lountzis Asset Management Wyomissing, Pennsylvania	$35.4M	+$560K	6	12.98%	Increased
2603	Nicholas Investment Partners Rancho Santa Fe, California	$35.3M	-$7.47M	5	2.55%	Reduced
2604	Occudo Quantitative Strategies Fort Lauderdale, Florida	$35.3M	-$30.8M	10	1.92%	Reduced
2605	CNB Bank Clearfield, Pennsylvania	$35.3M	+$149K	8	14.85%	Increased
2606	Louisbourg Investments Dieppe, New Brunswick, Canada	$35.2M	+$4.06M	4	6.66%	Increased
2607	Everest Management Corp Cupertino, California	$35.2M	+$1.34M	5	17.81%	Increased
2608	CIA Citadel Investment Advisory Chesterland, Ohio	$35.2M	-$634K	6	16.78%	Reduced
2609	Buttonwood Financial Advisors Baltimore, Maryland	$35.2M	-$1.73M	5	11.76%	Reduced
2610	Montecito Bank & Trust Santa Barbara, California	$35.1M	-$1.65M	5	5.78%	Reduced
2611	Impact Capital Partners Greenwood Village, Colorado	$35.1M	+$1.09M	6	10.61%	Increased
2612	QCM Qsemble Capital Management New York	$35M	+$11.2M	10	2.68%	Increased
2613	Dymon Asia Capital (Singapore) Singapore	$35M	+$16.1M	4	3.59%	Increased
2614	Old Second National Bank of Aurora Aurora, Illinois	$35M	-$425K	8	7.23%	Reduced
2615	TimesSquare Capital Management New York	$35M	+$2.77M	2	0.59%	Increased
2616	Mill Creek Capital Advisors Conshohocken, Pennsylvania	$35M	+$839K	6	0.72%	Increased
2617	Kera Capital Partners San Jose, California	$35M	+$4.52M	12	4.3%	Increased
2618	Cascade Financial Partners San Diego, California	$35M	+$46.8K	6	3.61%	Increased
2619	TWP Tyche Wealth Partners Plano, Texas	$35M	-$504K	7	5.39%	Reduced
2620	TW Titan Wealth St Peter Port,	$35M	+$3.29M	5	15.1%	Increased
2621	Atika Capital Management New York	$34.9M	-$15.1M	3	4.39%	Reduced
2622	CE Cornerstone Enterprises Appleton, Wisconsin	$34.9M	-$883K	5	17.36%	Reduced
2623	HCA Hyperion Capital Advisors New York	$34.9M	-$2.5M	4	16.8%	Reduced
2624	Myriad Asset Management Advisors West Palm Beach, Florida	$34.9M	-$17.6M	3	10.28%	Reduced
2625	Chase Investment Counsel Charlottesville, Virginia	$34.9M	+$7.56M	6	9.15%	Increased