← 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	Tandem Capital Management Woodcliff Lake, New Jersey	$31.6M	+$178K	5	14.71%	Increased
2877	Matthew 25 Management Corp Ambler, Pennsylvania	$31.6M	+$283K	1	9.72%	Increased
2878	Orca Investment Management Roseburg, Oregon	$31.6M	+$1.2M	5	25.85%	Increased
2879	Diversified Enterprises Wilmington, Delaware	$31.5M	+$1.24M	7	2.12%	Increased
2880	FBT First Bank & Trust Brookings, South Dakota	$31.5M	-$775K	5	5.3%	Reduced
2881	DeDora Capital Napa, California	$31.5M	-$20.4K	5	7.59%	Reduced
2882	DRD Dennis R. Delaney	$31.4M	-$676K	3	15.75%	Reduced
2883	CVA Family Office Denver, Colorado	$31.4M	+$169K	18	4.05%	Increased
2884	Security National Bank of So Dak Sioux City, Iowa	$31.4M	-$125K	6	15.79%	Reduced
2885	GoodHaven Capital Management Millburn, New Jersey	$31.4M	-$1.06M	2	10.1%	Reduced
2886	Thrive Wealth Management Audubon, Pennsylvania	$31.3M	+$1.16M	6	4.73%	Increased
2887	Aragon Global Management Miami, Florida	$31.3M	+$1.85M	2	9.62%	Increased
2888	FengHe Fund Management Singapore	$31.3M	+$17.7M	2	2.85%	Increased
2889	Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$31.2M	-$27.8M	3	14.14%	Reduced
2890	EIM Ervin Investment Management Seattle, Washington	$31.2M	-$907K	5	17.88%	Reduced
2891	Summit Wealth Group (Colorado) Colorado Springs, Colorado	$31.2M	+$40.7M	7	3.3%	Increased
2892	MV Capital Management Bethesda, Maryland	$31.2M	-$266K	16	3%	Reduced
2893	Chaney Capital Management Lynnwood, Washington	$31.2M	+$268K	4	11.06%	Increased
2894	Axa Paris, France	$31.1M	-$5.13B	5	15.6%	Reduced
2895	Charles-Lim Capital Central, Hong Kong	$31.1M	+$30.6M	1	7.93%	New
2896	Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$31.1M	$0	1	7.26%	Maintained
2897	von Borstel & Associates The Dalles, Oregon	$31.1M	+$29.3M	6	4.77%	Increased
2898	GFG Capital Miami, Florida	$31.1M	-$1.37M	6	10.73%	Reduced
2899	Trust Company of Oklahoma Tulsa, Oklahoma	$31.1M	+$148K	4	9.19%	Increased
2900	First Commonwealth Financial Corp Indiana, Pennsylvania	$31.1M	+$1.94M	7	5.2%	Increased