← 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
2651	Blodgett Wealth Advisors Concord, California	$15.7M	-$229K	4	18.76%	Reduced
2652	XTX Topco George Town, Cayman Islands	$15.6M	+$9.37M	12	3.86%	Increased
2653	Hudson Value Partners Palm Beach, Florida	$15.6M	+$194K	4	10.5%	Increased
2654	Carderock Capital Management Chevy Chase, Maryland	$15.6M	-$3.21M	2	7.96%	Reduced
2655	Hollow Brook Wealth Management Katonah, New York	$15.6M	+$2.08M	4	8.85%	Increased
2656	Concourse Financial Group Securities Birmingham, Alabama	$15.6M	-$22.2M	14	1.48%	Reduced
2657	Resonant Capital Advisors Madison, Wisconsin	$15.6M	+$1.34M	6	2.37%	Increased
2658	Souders Financial Advisors Cincinnati, Ohio	$15.6M	+$538K	5	4.23%	Increased
2659	Clay Northam Wealth Management Huntington Beach, California	$15.5M	+$129K	8	19.37%	Increased
2660	C2C Wealth Management Scottsdale, Arizona	$15.5M	-$1.9M	6	3.03%	Reduced
2661	City of London Investment Management London, United Kingdom	$15.5M	-$4.6M	2	1.35%	Reduced
2662	Proem Advisors Dallas, Texas	$15.5M	+$15.9M	3	25.68%	Increased
2663	WA WP Advisors San Francisco, California	$15.5M	+$1.23M	5	7%	Increased
2664	AP Arlington Partners Birmingham, Alabama	$15.4M	-$640K	7	6.19%	Reduced
2665	Cutter & Co Brokerage Ballwin, Missouri	$15.4M	+$470K	5	5.73%	Increased
2666	Intrinsic Value Partners Phoenix, Arizona	$15.4M	-$163K	6	21.41%	Reduced
2667	Miramar Capital Northbrook, Illinois	$15.4M	+$1.9M	5	4.24%	Increased
2668	Long Road Investment Counsel Kalamazoo, Michigan	$15.4M	$0	4	8.42%	Maintained
2669	Tranquility Partners Brentwood, Tennessee	$15.4M	-$380K	4	8.56%	Reduced
2670	North Point Portfolio Managers Orange Village, Ohio	$15.4M	-$566K	3	2.87%	Reduced
2671	Andesa Financial Management Allentown, Pennsylvania	$15.3M	+$7M	5	5.36%	Increased
2672	RMSCM R.M. Sincerbeaux Capital Management New York	$15.3M	$0	2	12.04%	Maintained
2673	Bancreek Capital Management Santa Monica, California	$15.3M	+$705K	3	13.18%	Increased
2674	Choreo LLC Rockford, Illinois	$15.3M	+$50.1K	6	0.88%	Increased
2675	Investment Research & Advisory Group Atlanta, Georgia	$15.3M	+$166K	5	11.45%	Increased