← 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	Signet Investment Advisory Group Providence, Rhode Island	$14.5M	+$13.9M	7	11.47%	New
2752	Cumberland Advisors Sarasota, Florida	$14.5M	+$14.3M	5	5.3%	New
2753	JNBA Financial Advisors Bloomington, Minnesota	$14.5M	-$486K	12	2.38%	Reduced
2754	Needham Investment Management New York	$14.5M	+$2.97M	3	2.43%	Increased
2755	NewFocus Financial Group Vancouver, Washington	$14.4M	-$278K	6	4.25%	Reduced
2756	All Terrain Financial Advisors Coon Rapids, Minnesota	$14.4M	-$528K	5	5.64%	Reduced
2757	HIS Horizon Investment Services Hammond, Indiana	$14.4M	-$298K	5	8.79%	Reduced
2758	Blueshift Asset Management Red Bank, New Jersey	$14.4M	-$12.4M	10	1.71%	Reduced
2759	TFG Advisers Auburn Hills, Michigan	$14.4M	-$1.33M	4	7.55%	Reduced
2760	Kingfisher Capital Charlotte, North Carolina	$14.4M	+$69.9K	5	4.35%	Increased
2761	WBG Wharton Business Group Malvern, Pennsylvania	$14.4M	-$1.08M	6	1.18%	Reduced
2762	22CM 20/20 Capital Management Costa Mesa, California	$14.4M	+$6.89M	5	4.2%	Increased
2763	Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$14.4M	$0	2	6.62%	Maintained
2764	Merit Financial Group Alpharetta, Georgia	$14.4M	-$254K	6	1.39%	Reduced
2765	NWK Group San Francisco, California	$14.3M	-$3.92M	8	6.16%	Reduced
2766	Empirical Capital Management Hendersonville, Tennessee	$14.3M	-$1.12M	1	11.94%	Reduced
2767	Exane Asset Management Paris, France	$14.3M	-$361K	2	10.26%	Reduced
2768	Old Well Partners Charlotte, North Carolina	$14.3M	+$10.5M	3	7.38%	Increased
2769	WD Rutherford Portland, Oregon	$14.3M	+$13.9M	4	9.06%	New
2770	RBA Wealth Management Newport Beach, California	$14.3M	-$1.08M	5	8.62%	Reduced
2771	Channing Capital Management Chicago, Illinois	$14.3M	+$8.11M	2	0.58%	Increased
2772	WWM Windsor Wealth Management Indianapolis, Indiana	$14.2M	-$21.7K	7	3.63%	Reduced
2773	Park West Asset Management San Francisco, California	$14.2M	+$9.8M	1	0.3%	Increased
2774	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$14.2M	+$1.74M	5	9.01%	Increased
2775	Cerro Pacific Wealth Advisors San Luis Obispo, California	$14.2M	+$13.7M	6	8.47%	New