← 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
3076	Gibraltar Capital Management Tulsa, Oklahoma	$10.6M	+$66.5K	3	6.32%	Increased
3077	WBI Investments Red Bank, New Jersey	$10.6M	+$2.99M	3	1.6%	Increased
3078	Full Sail Capital Oklahoma City, Oklahoma	$10.6M	-$867K	5	1.15%	Reduced
3079	Resonant Capital Advisors Madison, Wisconsin	$10.6M	-$52.2K	5	2.5%	Reduced
3080	Martin Investment Management Palm Beach Gardens, Florida	$10.6M	-$68.5K	4	3.38%	Reduced
3081	Crescent Capital Consulting New Orleans, Louisiana	$10.6M	+$10.2M	10	2.73%	New
3082	Stewardship Financial Advisors Stockbridge, Georgia	$10.6M	-$2.33K	4	3.86%	Reduced
3083	Bingham Osborn & Scarborough San Francisco, California	$10.5M	-$28.6M	6	0.84%	Reduced
3084	Redwood Grove Capital Palo Alto, California	$10.5M	+$10.1M	1	7.65%	New
3085	Meridian Investment Counsel Lafayette, California	$10.5M	-$314K	5	4.43%	Reduced
3086	Charles Schwab Trust Henderson, Nevada	$10.5M	+$1.28M	6	2.52%	Increased
3087	Aldebaran Financial	$10.5M	+$97.6K	4	9.76%	Increased
3088	QP Wealth Management Eatontown, New Jersey	$10.5M	-$162K	3	11.57%	Reduced
3089	GCM Gabalex Capital Management New York	$10.5M	-$17.8M	1	5.66%	Reduced
3090	Founders Financial Securities Towson, Maryland	$10.5M	+$4.37M	7	2.51%	Increased
3091	Davidson Trust Company Seattle, Washington	$10.5M	-$804K	6	8.98%	Reduced
3092	Prospector Partners Guilford, Connecticut	$10.4M	-$3.41M	2	1.3%	Reduced
3093	AWH Capital Dallas, Texas	$10.4M	-$233K	2	10.42%	Reduced
3094	Morgens Waterfall Vintiadis & Co New York	$10.4M	-$7.66M	2	5.63%	Reduced
3095	Private Ocean San Rafael, California	$10.4M	-$750K	6	2.1%	Reduced
3096	Crescent Grove Advisors Lake Forest, Illinois	$10.4M	+$1.05M	6	1.36%	Increased
3097	WT Wealth Management Scottsdale, Arizona	$10.4M	+$893K	4	5.66%	Increased
3098	Carlson Capital Management Northfield, Minnesota	$10.4M	-$746K	6	1.91%	Reduced
3099	St. Johns Investment Management Jacksonville, Florida	$10.4M	-$170K	5	6.4%	Reduced
3100	McGinn Penninger Investment Management Alexandria, Virginia	$10.3M	+$10M	1	9.52%	New