← 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
3376	Steele Capital Management Dubuque, Iowa	$25.1M	-$197K	3	1.08%	Reduced
3377	Family Capital Management Grand Rapids, Michigan	$25.1M	+$170K	5	11.15%	Increased
3378	MFC Mechanics Financial Corp Mansfield, Ohio	$25.1M	+$11.9K	9	9.26%	Increased
3379	Arsenal Capital Advisors Conshohocken, Pennsylvania	$25.1M	+$25.3M	5	17.72%	New
3380	EC E20 Capital Hong Kong,	$25.1M	+$22.9M	1	9.04%	New
3381	Eagle Wealth Advisors Westport, Connecticut	$25M	+$24.7M	6	21.31%	New
3382	Godshalk Welsh Capital Management Radnor, Pennsylvania	$25M	-$226K	5	14.27%	Reduced
3383	Sage Rhino Capital Menlo Park, California	$25M	+$140K	7	4.72%	Increased
3384	Smith Shellnut Wilson Ridgeland, Mississippi	$25M	-$2.46M	7	9.58%	Reduced
3385	Western Pacific Wealth Management Lake Forest, Illinois	$24.9M	-$1.56M	8	24.16%	Reduced
3386	Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$24.9M	-$31.7M	1	9.79%	Reduced
3387	VELA Investment Management New Albany, Ohio	$24.9M	-$483K	4	5.93%	Reduced
3388	EFM Eley Financial Management South Burlington, Vermont	$24.9M	-$868K	4	8.95%	Reduced
3389	Greykasell Wealth Strategies Danville, California	$24.9M	+$644K	8	9.83%	Increased
3390	Benedict Financial Advisors Atlanta, Georgia	$24.9M	+$216K	4	5.24%	Increased
3391	RMSCM R.M. Sincerbeaux Capital Management New York	$24.8M	-$2.32M	3	13.9%	Reduced
3392	Varenne Capital Partners Paris, France	$24.8M	+$25.7M	1	4.76%	New
3393	Allegiance Financial Group Advisory Services Vienna, Virginia	$24.8M	+$75.1K	5	5.21%	Increased
3394	McGowan Group Asset Management Dallas, Texas	$24.8M	+$491K	5	3.07%	Increased
3395	CMP Christine Messmer PC Collegeville, Pennsylvania	$24.7M	+$24.3M	4	16.1%	New
3396	Gilbert & Cook West Des Moines, Iowa	$24.7M	-$679K	5	3.1%	Reduced
3397	Davidson Kahn Capital Management Sherman Oaks, California	$24.7M	-$564K	4	12.82%	Reduced
3398	MS Madden Securities Dallas, Texas	$24.7M	-$454K	5	7.52%	Reduced
3399	Boltwood Capital Management Walnut Creek, California	$24.7M	+$222K	6	6.41%	Increased
3400	Adirondack Trust Company Saratoga Springs, New York	$24.7M	-$34.5K	10	8.11%	Reduced