← 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
2801	ACM AidennLair Capital Management New York	$2.12M	-$3.9M	1	1.9%	Reduced
2802	LA Lau Associates Greenville, Delaware	$2.12M	-$421K	2	1.64%	Reduced
2803	CG CFO4Life Group Coppell, Texas	$2.11M	+$468K	5	1.7%	Increased
2804	FCM Fairbanks Capital Management Rancho Santa Fe, California	$2.11M	+$128K	2	2.05%	Increased
2805	EP Elkhorn Partners Omaha, Nebraska	$2.1M	-$177K	2	1.35%	Reduced
2806	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$2.08M	+$50.7K	6	1.51%	Increased
2807	BA Bristol Advisors Conshohocken, Pennsylvania	$2.08M	+$127K	2	2.09%	Increased
2808	HIC Harvey Investment Company Louisville, Kentucky	$2.08M	-$131K	2	0.41%	Reduced
2809	FAN Financial Advisors Network Tustin, California	$2.07M	+$36.9K	2	1.64%	Increased
2810	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.07M	-$18.3K	2	1.09%	Reduced
2811	SAM Steinberg Asset Management New York	$2.06M	-$932	1	0.73%	Reduced
2812	QCMA Quad Capital Management Advisors New York	$2.06M	+$2.07M	2	0.42%	New
2813	DW Domani Wealth Lancaster, Pennsylvania	$2.06M	+$203K	4	0.89%	Increased
2814	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$2.05M	$0	1	0.94%	Maintained
2815	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$2.04M	-$6.52K	2	0.85%	Reduced
2816	IIM Ironwood Investment Management Boston, Massachusetts	$2.02M	-$400K	4	1.42%	Reduced
2817	Empowered Funds Havertown, Pennsylvania	$2.01M	+$169K	1	1.31%	Increased
2818	Fenimore Asset Management Cobleskill, New York	$1.99M	+$625K	2	0.08%	Increased
2819	SAM Summit Asset Management Memphis, Tennessee	$1.99M	+$48.1K	2	1%	Increased
2820	FHB First Hawaiian Bank Honolulu, Hawaii	$1.99M	+$182K	5	0.26%	Increased
2821	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$1.99M	+$41.8K	6	0.22%	Increased
2822	CP Camelot Portfolios Maumee, Ohio	$1.97M	+$17.8K	3	0.95%	Increased
2823	Park Avenue Securities New York	$1.97M	-$632K	2	0.61%	Reduced
2824	MFP Michael F. Price	$1.95M	+$285K	1	0.27%	Increased
2825	GAM Gemmer Asset Management Walnut Creek, California	$1.94M	+$11.5K	11	0.74%	Increased