← 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	Kovitz Investment Group Chicago, Illinois	$49.6M	-$690K	3	2.89%	Reduced
777	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$48.8M	+$3.93M	4	9.99%	Increased
778	Alta Capital Management Salt Lake City, Utah	$48.7M	+$1.86M	5	4.14%	Increased
779	Kayne Anderson Rudnick Investment Management Los Angeles, California	$48.7M	+$32.5M	6	0.83%	Increased
780	CIBC World Market Toronto, Ontario, Canada	$48.4M	-$15.5M	7	0.24%	Reduced
781	Ionic Capital Management New York	$48.1M	+$30.6M	3	2.61%	Increased
782	Tower Bridge Advisors Conshohocken, Pennsylvania	$48.1M	+$550K	5	6.61%	Increased
783	Richard Bernstein Advisors New York	$47.9M	-$3.63M	5	6.55%	Reduced
784	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$47.9M	-$1.93M	4	6.87%	Reduced
785	First Citizens Bank & Trust Raleigh, North Carolina	$47.8M	+$1.78M	6	3.55%	Increased
786	Community Trust & Investment Versailles, Kentucky	$47.8M	+$339K	3	6.46%	Increased
787	F.L. Putnam Investment Management Lynnfield, Massachusetts	$47.7M	+$1.01M	5	5.9%	Increased
788	JMH J.M. Hartwell New York	$47.7M	+$5.37M	3	10.89%	Increased
789	Owl Creek Asset Management New York	$47.5M	+$208K	1	2.71%	Increased
790	SWITC Stewart West Indies Trading Company Boulder, Colorado	$47.5M	$0	2	4.99%	Maintained
791	QCI Asset Management Pittsford, New York	$47.1M	+$448K	9	7.7%	Increased
792	SIM Stelliam Investment Management New York	$46.9M	+$47.6M	1	1.17%	New
793	Freestone Capital Holdings Seattle, Washington	$46.9M	+$10.3M	4	5.09%	Increased
794	TGI Tradewinds Global Investors Los Angeles, California	$46.8M	-$5.91M	3	2.31%	Reduced
795	Jupiter Asset Management London, United Kingdom	$46.6M	-$6.72M	2	1.82%	Reduced
796	Penn Davis McFarland Dallas, Texas	$46.4M	-$1.49M	2	12.22%	Reduced
797	Salem Investment Counselors Winston Salem, North Carolina	$46.2M	-$2.57M	6	6.04%	Reduced
798	JCM Jag Capital Management St Louis, Missouri	$46M	-$941K	6	8.72%	Reduced
799	Hikari Tsushin Inc Tokyo, Japan	$45.9M	-$5.32M	3	12.23%	Reduced
800	Braun Stacey Associates New York	$45.8M	-$42.6M	4	3.07%	Reduced