← 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
2951	Altman Advisors Chicago, Illinois	$22.5M	-$15.1K	5	10%	Reduced
2952	Searcy Financial Services Overland Park, Kansas	$22.5M	+$241K	4	10.54%	Increased
2953	Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$22.5M	-$757K	6	13.09%	Reduced
2954	Boyar Asset Management New York	$22.5M	-$723K	4	14.46%	Reduced
2955	Meridian Investment Counsel Lafayette, California	$22.4M	-$501K	8	6.78%	Reduced
2956	EGA E&G Advisors Houston, Texas	$22.4M	-$220K	8	6.21%	Reduced
2957	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$22.4M	-$12.8K	15	7.94%	Reduced
2958	Platte River Wealth Advisors Louisville, Colorado	$22.4M	+$31.2K	6	6%	Increased
2959	Synergy Financial Group San Ramon, California	$22.3M	+$1.97M	7	21.22%	Increased
2960	Twenty Acre Capital Newtown, Pennsylvania	$22.3M	+$8.2M	4	19.65%	Increased
2961	GGV Capital Menlo Park, California	$22.3M	$0	1	20.79%	Maintained
2962	Studio Investment Management Chicago, Illinois	$22.3M	-$262K	6	4.69%	Reduced
2963	BCFD Boit C.F. David	$22.3M	$0	6	11.05%	Maintained
2964	General Partner Inc Pittsburgh, Pennsylvania	$22.3M	-$1.1M	6	13.85%	Reduced
2965	SA Skyline Advisors Bellingham, Washington	$22.2M	-$159K	3	9.15%	Reduced
2966	Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$22.2M	-$620K	5	6.59%	Reduced
2967	Semmax Financial Advisors Winston Salem, North Carolina	$22.2M	+$1.36M	10	6.1%	Increased
2968	First Bankers Trust Louisville, Kentucky	$22.2M	+$1.36M	6	8.53%	Increased
2969	Philip James Wealth Mangement Milton, Georgia	$22.2M	+$16.5M	7	2.72%	Increased
2970	Thrive Wealth Management Audubon, Pennsylvania	$22.1M	-$710K	6	4.06%	Reduced
2971	BWCP LP Dallas, Texas	$22.1M	-$21.7M	1	4.9%	Reduced
2972	Channel Wealth Santa Barbara, California	$22.1M	+$1.76M	6	7.27%	Increased
2973	Monument Capital Management Alexandria, Virginia	$22M	-$337K	6	6.1%	Reduced
2974	Triasima Portfolio Management Montreal, Quebec, Canada	$22M	+$1.4M	4	4.96%	Increased
2975	CSA Cottage Street Advisors Marion, Massachusetts	$22M	-$234K	4	12.01%	Reduced