← 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
3801	HG Herbst Group Westport, Connecticut	$19M	-$1.41M	5	10.35%	Reduced
3802	NL NKCFO LLC Geneva, Illinois	$19M	+$5.04M	4	5.75%	Increased
3803	NCM NCM Capital Management Ramsey, New Jersey	$19M	+$1.41M	5	5.85%	Increased
3804	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$19M	-$630K	5	12.7%	Reduced
3805	TPC Twin Peaks Capital Hong Kong,	$19M	$0	1	9.34%	Maintained
3806	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$19M	+$538K	4	5.29%	Increased
3807	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$18.9M	-$6.31M	7	7.06%	Reduced
3808	OCM Orleans Capital Management Mandeville, Louisiana	$18.9M	+$3.2M	6	9.78%	Increased
3809	JC JM2 Capital Edmond, Oklahoma	$18.9M	+$259K	4	12.99%	Increased
3810	AI AXS Investments Port Chester, New York	$18.9M	-$1.44M	8	5.36%	Reduced
3811	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$18.9M	+$329K	5	13.23%	Increased
3812	EAM Eukles Asset Management Cincinnati, Ohio	$18.9M	-$341K	7	7.79%	Reduced
3813	API Asset Planning Inc Cypress, California	$18.9M	-$670K	6	12.21%	Reduced
3814	RBWA RFG - Bristol Wealth Advisors Taunton, Massachusetts	$18.9M	-$692K	6	4.56%	Reduced
3815	EIP Essential Investment Partners Englewood, Colorado	$18.9M	-$762K	9	15.14%	Reduced
3816	CIS Custom Index Systems New York	$18.9M	+$1.71M	10	6.78%	Increased
3817	CIAS CFS Investment Advisory Services Totowa, New Jersey	$18.8M	+$259K	6	1.26%	Increased
3818	FDS Freedom Day Solutions Houston, Texas	$18.8M	+$1.53M	4	4.16%	Increased
3819	SR Swiss Re Zurich, Switzerland	$18.8M	+$17.3M	9	1.71%	Increased
3820	Balentine LLC Atlanta, Georgia	$18.8M	+$6.03M	8	0.67%	Increased
3821	RFA Register Financial Advisors Atlanta, Georgia	$18.8M	+$1.14M	11	5.76%	Increased
3822	PP Patron Partners Houston, Texas	$18.8M	+$25.8K	6	7.21%	Increased
3823	SL Sentry LLC Memphis, Tennessee	$18.7M	+$231K	7	5.25%	Increased
3824	CWA CM Wealth Advisors Beachwood, Ohio	$18.7M	-$2.92M	6	3.38%	Reduced
3825	WCCM Willow Creek Capital Management Missoula, Montana	$18.7M	+$19.4M	7	18.19%	New