← 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
2626	Advisors Management Group La Crosse, Wisconsin	$41.7M	-$6.64M	5	7.58%	Reduced
2627	Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$41.6M	-$2.87M	4	10.56%	Reduced
2628	Wills Financial Group Richmond, Virginia	$41.6M	-$1.46M	5	15.88%	Reduced
2629	CIA Citadel Investment Advisory Chesterland, Ohio	$41.5M	-$437K	6	17.94%	Reduced
2630	Impact Capital Partners Greenwood Village, Colorado	$41.5M	+$101K	7	12.31%	Increased
2631	Dark Forest Capital Management San Juan, Puerto Rico	$41.5M	-$2.9M	11	1.89%	Reduced
2632	FCA FLC Capital Advisors Palm Desert, California	$41.5M	+$186K	7	7.66%	Increased
2633	FORA Capital Miami, Florida	$41.4M	+$13.3M	7	5.01%	Increased
2634	Sphera Management Technology Funds Tel Aviv, Israel	$41.4M	-$391K	7	14.12%	Reduced
2635	CNB Bank Clearfield, Pennsylvania	$41.3M	-$27.2K	7	16.91%	Reduced
2636	Buckhead Capital Management Atlanta, Georgia	$41.3M	+$3.49M	6	14.82%	Increased
2637	Valley National Advisers Bethlehem, Pennsylvania	$41.3M	+$2.37M	18	5.72%	Increased
2638	JFS Wealth Advisors Hermitage, Pennsylvania	$41.3M	+$1.61M	23	2.33%	Increased
2639	1776 Wealth Atlanta, Georgia	$41.3M	+$27.3K	7	15.53%	Increased
2640	Connable Office Inc Kalamazoo, Michigan	$41.1M	-$205K	6	3.77%	Reduced
2641	L.J. Altfest & Co New York	$41.1M	-$1.64M	6	4.5%	Reduced
2642	Bouvel Investment Partners Phoenixville, Pennsylvania	$41.1M	+$7.55M	6	11.84%	Increased
2643	LA LFL Advisers Evanston, Illinois	$41M	+$1.01M	1	13.44%	Increased
2644	Parkside Investments Deerfield, Illinois	$40.9M	-$4.29M	4	5.15%	Reduced
2645	Blue Edge Capital Richmond, Virginia	$40.9M	+$2.53M	6	5.47%	Increased
2646	Smith, Moore & Co Clayton, Missouri	$40.8M	-$1.15M	7	3.09%	Reduced
2647	Bouchey Financial Group Troy, New York	$40.8M	-$432K	6	3.06%	Reduced
2648	BFM Blacksheep Fund Management Co. Dublin, Ireland	$40.8M	+$42.2M	1	16.57%	New
2649	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$40.8M	-$749K	10	12.02%	Reduced
2650	AlphaStar Capital Management Cornelius, North Carolina	$40.8M	+$12M	6	2.99%	Increased