← 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
776	MIS Morningstar Investment Services Chicago, Illinois	$45.5M	+$9.7M	6	2.14%	Increased
777	Matrix Asset Advisors White Plains, New York	$45.5M	+$2.56M	4	5.13%	Increased
778	Baldwin Wealth Partners Marion, Massachusetts	$45.4M	+$15.3M	7	6.57%	Increased
779	Coldstream Capital Management Bellevue, Washington	$45.3M	-$580K	4	12.61%	Reduced
780	Janney Capital Management Pittsburgh, Pennsylvania	$45.3M	+$2.21M	2	2.61%	Increased
781	Washington Trust Westerly, Rhode Island	$45.3M	+$6.02M	5	3.11%	Increased
782	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$45.1M	$0	1	17.94%	Maintained
783	BSPF British Steel Pension Fund London, United Kingdom	$44.7M	-$3.14M	6	4.3%	Reduced
784	Horizon Kinetics New York	$44.5M	+$1.05M	4	0.6%	Increased
785	Cortland Associates St Louis, Missouri	$44.5M	+$9.9M	4	9.12%	Increased
786	Chartwell Investment Partners Berywn, Pennsylvania	$44.4M	+$25.4M	4	0.93%	Increased
787	DCP Darsana Capital Partners New York	$44.2M	+$43.6M	1	1.99%	New
788	Constellation Investments Montgomery, Ohio	$44.2M	+$1.37M	7	8.96%	Increased
789	CCM Century Capital Management Boston, Massachusetts	$44.1M	+$566K	4	2.54%	Increased
790	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$44M	-$690K	1	4.87%	Reduced
791	Arrowstreet Capital Boston, Massachusetts	$44M	-$30.8M	5	0.25%	Reduced
792	Mairs & Power Inc St Paul, Minnesota	$44M	+$1.36M	5	0.61%	Increased
793	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$43.9M	-$3.53M	5	2.92%	Reduced
794	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$43.8M	-$482K	5	3.08%	Reduced
795	South Texas Money Management San Antonio, Texas	$43.7M	+$173K	4	2.67%	Increased
796	LS Investment Advisors Bloomfield Hills, Michigan	$43.6M	+$1.43M	9	3.53%	Increased
797	First Mercantile Trust Cordova, Tennessee	$43.6M	-$3.91M	9	3.61%	Reduced
798	NAM North American Management Boston, Massachusetts	$43.5M	-$2.22M	3	6.81%	Reduced
799	Cramer Rosenthal McGlynn Stamford, Connecticut	$43.4M	-$28.5M	2	0.45%	Reduced
800	Freestone Capital Holdings Seattle, Washington	$43.3M	+$17.4M	5	7.14%	Increased