← 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
2876	Tranquility Partners Brentwood, Tennessee	$13M	-$1.05M	4	9.18%	Reduced
2877	Tributary Capital Management Omaha, Nebraska	$13M	-$523K	6	0.93%	Reduced
2878	Tradition Wealth Management Edina, Minnesota	$13M	+$12.7M	19	2.52%	New
2879	OCMI Oaktop Capital Management II Chatham, New Jersey	$13M	$0	1	2.29%	Maintained
2880	West Oak Capital Westlake Village, California	$13M	+$84.8K	11	6.02%	Increased
2881	Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$13M	+$1.74M	8	7.51%	Increased
2882	Parkside Financial Bank & Trust Saint Louis, Missouri	$13M	+$427K	16	4.07%	Increased
2883	Intrinsic Edge Capital Management Chicago, Illinois	$12.9M	+$6.61M	4	0.96%	Increased
2884	AAM AR Asset Management West Hollywood, California	$12.9M	$0	4	4.16%	Maintained
2885	Noked Capital Tel Aviv, Israel	$12.9M	-$2.66M	4	5.32%	Reduced
2886	Noked Israel Ramat Hasharon, Israel	$12.9M	-$2.66M	4	5.32%	Reduced
2887	Bernzott Capital Advisors Camarillo, California	$12.9M	-$1.04M	2	1.15%	Reduced
2888	Graypoint LLC Albany, New York	$12.9M	-$719K	5	2.23%	Reduced
2889	DL DOHJ LLC Seattle, Washington	$12.8M	-$551K	3	7.58%	Reduced
2890	Bank OZK Little Rock, Arkansas	$12.8M	-$110K	5	6.31%	Reduced
2891	RDA Financial Network Akron, Iowa	$12.8M	+$1.77M	4	5.78%	Increased
2892	Kadensa Capital Central, Hong Kong	$12.8M	+$8.6M	1	5%	Increased
2893	Advisor OS Chicago, Illinois	$12.8M	+$7.52M	5	3.44%	Increased
2894	Charter Research & Investment Group Southport, Connecticut	$12.8M	+$1.88M	6	12.32%	Increased
2895	HBW Advisory Services Simi Valley, California	$12.8M	+$1.76M	7	3.89%	Increased
2896	Brendel Financial Advisors Hanover, New Hampshire	$12.7M	+$975K	6	8.66%	Increased
2897	Kesler Norman & Wride Ogden, Utah	$12.7M	+$12.3M	6	3.54%	New
2898	CCM CWH Capital Management Spokane, Washington	$12.7M	-$1.29M	6	5.35%	Reduced
2899	Members Trust Tampa, Florida	$12.7M	-$357K	5	0.45%	Reduced
2900	Financial Insights Tacoma, Washington	$12.7M	-$124K	2	9.83%	Reduced