← 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
4001	SC&H Financial Advisors Sparks, Maryland	$10.5M	+$12.1K	4	2.29%	Increased
4002	Exchange Bank Santa Rosa, California	$10.5M	-$77.3K	6	8.57%	Reduced
4003	Governors Lane New York	$10.5M	-$20M	1	0.81%	Reduced
4004	Creekmur Asset Management Morton, Illinois	$10.5M	-$444K	12	2.46%	Reduced
4005	Rule One Partners Moreland, Georgia	$10.5M	+$10.2M	1	4.47%	New
4006	Old Well Partners Charlotte, North Carolina	$10.4M	+$137K	3	22.55%	Increased
4007	Affinity Capital Advisors Berkeley, California	$10.4M	+$358K	6	2.02%	Increased
4008	FRM Fox Run Management Greenwich, Connecticut	$10.4M	+$3.94M	12	2.32%	Increased
4009	Regency Capital Management Honolulu, Hawaii	$10.4M	+$2.02M	3	5.72%	Increased
4010	GoalVest Advisory New York	$10.4M	+$603K	10	2.99%	Increased
4011	Nebula Research & Development New York	$10.4M	-$1.41M	7	1.25%	Reduced
4012	Applied Capital LLC Hollywood, Florida	$10.4M	-$116K	3	8.11%	Reduced
4013	LJI Wealth Management Indianapolis, Indiana	$10.4M	+$878K	7	2.12%	Increased
4014	Bond & Devick Financial Network St. Louis Park, Minnesota	$10.4M	+$42.8K	6	4.43%	Increased
4015	Prevail Innovative Wealth Advisors Leawood, Kansas	$10.4M	+$5.83M	4	3.16%	Increased
4016	Westhampton Capital Winston-Salem, North Carolina	$10.4M	+$98.1K	5	5.26%	Increased
4017	One Day In July LLC Burlington, Vermont	$10.4M	+$1.55M	5	1.16%	Increased
4018	River Street Advisors Aurora, Illinois	$10.3M	+$184K	4	5.62%	Increased
4019	Register Financial Advisors Atlanta, Georgia	$10.3M	+$196K	6	5.3%	Increased
4020	Investors Asset Management of Georgia Atlanta, Georgia	$10.3M	-$222K	5	4.87%	Reduced
4021	Jones Road Capital Management New York	$10.3M	+$1.52M	1	3.22%	Increased
4022	Fruth Investment Management Houston, Texas	$10.3M	-$369K	3	2.67%	Reduced
4023	Keynote Financial Services Vernon, Connecticut	$10.3M	+$76.6K	5	7.87%	Increased
4024	LWM Advisory Services Plantation, Florida	$10.3M	+$2.25M	5	7.62%	Increased
4025	AIM Athena Investment Management Orinda, California	$10.3M	-$87.8K	7	5.87%	Reduced