← 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
626	RegentAtlantic Capital Morristown, New Jersey	$300M	+$8.59M	12	8.47%	Increased
627	Cannell & Spears New York	$299M	-$3.49M	8	22.21%	Reduced
628	MS Mizuho Securities Tokyo, Japan	$299M	+$91M	10	64.98%	Increased
629	Cambridge Trust Cambridge, Massachusetts	$297M	-$10.4M	18	10.41%	Reduced
630	Northeast Investment Management Boston, Massachusetts	$297M	-$940K	7	15.65%	Reduced
631	CCM Candlestick Capital Management Greenwich, Connecticut	$296M	+$44.3M	4	7.55%	Increased
632	Avalon Investment & Advisory Houston, Texas	$296M	+$48.8M	9	7.15%	Increased
633	Atria Investments Charlotte, North Carolina	$296M	+$7.68M	10	5.18%	Increased
634	Clifford Swan Investment Counsel Pasadena, California	$294M	-$1.55M	13	10.9%	Reduced
635	Southpoint Capital Advisors New York	$293M	+$124M	1	5.69%	Increased
636	CA Cornerstone Advisors Asheville, North Carolina	$293M	+$3.09M	4	17.26%	Increased
637	CK Cohen Klingenstein New York	$293M	+$6.29M	9	12.16%	Increased
638	Atria Wealth Solutions New York	$292M	+$283M	17	4.86%	New
639	Hantz Financial Services Southfield, Michigan	$292M	+$5.02M	19	8.6%	Increased
640	Crawford Investment Counsel Atlanta, Georgia	$291M	+$4.32M	6	5.64%	Increased
641	Gates Foundation Trust Kirkland, Washington	$291M	-$423M	1	1.47%	Reduced
642	Saturna Capital Bellingham, Washington	$291M	-$839K	5	5.87%	Reduced
643	Bailard Foster City, California	$291M	-$1.57M	11	9.77%	Reduced
644	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$290M	+$2.25M	6	14.64%	Increased
645	Schonfeld Strategic Advisors New York	$289M	-$40.2M	22	2.6%	Reduced
646	Advisors Capital Management Ridgewood, New Jersey	$289M	+$41.8M	6	7.89%	Increased
647	O'Shaughnessy Asset Management Stamford, Connecticut	$288M	+$31.7M	15	4.79%	Increased
648	Meyer Handelman Company Rye Brook, New York	$288M	-$122K	7	11.03%	Reduced
649	Laurion Capital Management New York	$286M	-$349M	12	3.5%	Reduced
650	GC Gobi Capital San Francisco, California	$286M	-$79.9M	1	17.08%	Reduced