← 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
2751	FI FormulaFolio Investments Grand Rapids, Michigan	$202K	+$200K	1	0.06%	New
2752	NCMG NCM Capital Management Group Durham, North Carolina	$184K	$0	2	2.09%	Maintained
2753	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$169K	-$49.2K	4	0.21%	Reduced
2754	FA Friess Associates Greenville, Delaware	$124K	-$28.4M	1	0.01%	Reduced
2755	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$121K	+$120K	4	0.03%	New
2756	PIM Partner Investment Management San Francisco, California	$113K	-$18.5M	1	0.17%	Reduced
2757	AFS Aft Forsyth & Sober Valrico, Florida	$111K	$0	1	0.03%	Maintained
2758	CCM Cutler Capital Management Worcester, Massachusetts	$104K	-$94.4K	1	0.05%	Reduced
2759	OAM Orinda Asset Management Lafayette, California	$81K	-$454K	1	0.09%	Reduced
2760	FNYS First New York Securities New York	$80K	-$1.62M	1	0.08%	Reduced
2761	KCM Karp Capital Management Sausalito, California	$77K	-$1.81M	3	0.05%	Reduced
2762	TAM Trust Asset Management Houston, Texas	$74K	+$72.9K	3	0.03%	New
2763	NHFG New Harbor Financial Group Worcester, Massachusetts	$65K	+$19.5K	3	0.07%	Increased
2764	P Palladiem Bryn Mawr, Pennsylvania	$57K	-$43.5K	1	0.05%	Reduced
2765	IC IKOS CIF Limassol, Cyprus	$42K	-$1.27M	1	0.1%	Reduced
2766	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$42K	$0	1	0.01%	Maintained
2767	CPP Crow Point Partners Boston, Massachusetts	$41K	+$44K	2	0.01%	New
2768	Brinker Capital Investments Berwyn, Pennsylvania	$40K	+$5.72K	3	0%	Increased
2769	RCG Ruggie Capital Group Tavares, Florida	$39K	-$192K	3	0.05%	Reduced
2770	DW Domani Wealth Lancaster, Pennsylvania	$32.9K	+$189K	3	0.49%	New
2771	FRM Fore Research & Management New York	$30K	+$32.2K	1	0%	New
2772	ST Sphinx Trading Chicago, Illinois	$25K	$0	1	0.04%	Maintained
2773	CG Cleary Gull Milwaukee, Wisconsin	$23K	+$23.4K	1	0.02%	New
2774	MIM Macroview Investment Management Bethesda, Maryland	$20K	-$11.1K	4	0.02%	Reduced
2775	PCC Park Circle Company Baltimore, Maryland	$17K	+$18.1K	1	0.01%	New