← 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
3126	First Dallas Securities Dallas, Texas	$23M	+$1.56M	7	9.37%	Increased
3127	Modus Advisors Excelsior, Minnesota	$23M	-$9.28K	10	7.2%	Reduced
3128	Sovran Advisors San Diego, California	$23M	+$22.4M	7	3.28%	New
3129	MG McHugh Group Bratenahl, Ohio	$23M	+$22.4M	6	17.15%	New
3130	General Partner Inc Pittsburgh, Pennsylvania	$22.9M	-$726K	6	13.82%	Reduced
3131	Summit Creek Advisors Minneapolis, Minnesota	$22.9M	+$61.2K	1	3.02%	Increased
3132	WD Rutherford Portland, Oregon	$22.9M	-$869K	6	10.88%	Reduced
3133	Amarillo National Bank Amarillo, Texas	$22.9M	-$185K	5	4.21%	Reduced
3134	One Wealth Advisors San Francisco, California	$22.9M	+$161K	7	3.4%	Increased
3135	Signal Advisors Wealth Detroit, Michigan	$22.9M	+$3.96M	6	2.59%	Increased
3136	Oliver Luxxe Assets Gladstone, New Jersey	$22.8M	$0	5	4.13%	Maintained
3137	Inman Jager Wealth Management Hattiesburg, Mississippi	$22.8M	+$23M	5	17.8%	New
3138	California First Leasing Corp Newport Beach, California	$22.8M	+$2.09M	3	9.4%	Increased
3139	First Bankers Trust Louisville, Kentucky	$22.8M	+$104K	6	8.89%	Increased
3140	Interchange Capital Partners Pittsburgh, Pennsylvania	$22.8M	-$683K	8	8.21%	Reduced
3141	Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$22.7M	-$215K	3	13.26%	Reduced
3142	Financial Sense Advisors San Diego, California	$22.7M	+$1.02M	4	7.5%	Increased
3143	HIC Harbor Island Capital Topsfield, Massachusetts	$22.7M	$0	2	10.85%	Maintained
3144	VCM Vivaldi Capital Management Chicago, Illinois	$22.7M	+$3.11M	6	3.48%	Increased
3145	LCNB Corp Lebanon, Ohio	$22.7M	-$53.2K	6	8.27%	Reduced
3146	DMKJ David M. Knott Jr	$22.7M	$0	6	8.19%	Maintained
3147	Wealth Advisors of Tampa Bay Tampa, Florida	$22.6M	-$46.9K	3	9.7%	Reduced
3148	Breakwater Capital Group Paramus, New Jersey	$22.6M	+$1.92K	7	4.51%	Increased
3149	Trail Ridge Investment Advisors Fort Collins, Colorado	$22.6M	+$184K	5	10.76%	Increased
3150	Tower View Wealth Management Shorewood, Wisconsin	$22.6M	+$210K	6	11.96%	Increased