← 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
3851	United Community Bank Greenville, South Carolina	$18.6M	-$3.6M	10	7.02%	Reduced
3852	BloombergSen Toronto, Ontario, Canada	$18.6M	-$1.48M	1	1.35%	Reduced
3853	TFC Financial Management Boston, Massachusetts	$18.5M	-$999K	15	2.33%	Reduced
3854	W.H. Cornerstone Investments Kingston, Massachusetts	$18.5M	-$322K	5	11.18%	Reduced
3855	CFM Comprehensive Financial Management Los Gatos, California	$18.5M	$0	3	0.56%	Maintained
3856	Affinity Capital Advisors Berkeley, California	$18.5M	+$3.22M	7	2.56%	Increased
3857	JM2 Capital Edmond, Oklahoma	$18.5M	+$17.9M	5	14.87%	New
3858	Intrepid Capital Management Jacksonville Beach, Florida	$18.5M	-$34.1K	5	7.15%	Reduced
3859	MATAURO New York	$18.5M	+$469K	7	2.78%	Increased
3860	Etesian Wealth Advisors West Linn, Oregon	$18.5M	-$566K	6	5.79%	Reduced
3861	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$18.4M	+$68K	6	1.71%	Increased
3862	Tenere Capital New York	$18.4M	-$48M	3	14.29%	Reduced
3863	MOKAN Wealth Management Overland Park, Kansas	$18.4M	+$900K	4	8.17%	Increased
3864	MFFIA McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts	$18.4M	-$1.08M	4	11.55%	Reduced
3865	Freedom Day Solutions Houston, Texas	$18.4M	+$213K	3	5%	Increased
3866	Lakewood Capital Management New York	$18.4M	-$8.43M	2	1.22%	Reduced
3867	Cannon Advisors Charlotte, North Carolina	$18.4M	-$1.52M	4	12.95%	Reduced
3868	Chesapeake Asset Management New York	$18.4M	+$123K	10	15.17%	Increased
3869	Paces Ferry Wealth Advisors Atlanta, Georgia	$18.4M	-$483K	6	7.45%	Reduced
3870	Novem Group Rochester, New York	$18.3M	-$2.49M	7	2.11%	Reduced
3871	Fusion Capital Mt. Pleasant, South Carolina	$18.3M	+$401K	5	5.16%	Increased
3872	Bleichroeder LP New York	$18.3M	$0	1	3.22%	Maintained
3873	Vigilare Wealth Management Scottsdale, Arizona	$18.3M	-$2.39M	5	6.16%	Reduced
3874	Next Capital Management New York	$18.3M	-$390K	5	5.85%	Reduced
3875	Banco de Sabadell Miami, Florida	$18.3M	+$440K	3	11.91%	Increased