← 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
801	Tower Bridge Advisors Conshohocken, Pennsylvania	$55.4M	+$5.6M	6	6.9%	Increased
802	IQ EQ Fund Management Dublin 2, Ireland	$54.9M	-$5.41M	5	10.34%	Reduced
803	Wilmington Savings Fund Society Wilmington, Delaware	$54.9M	-$1.23M	6	3.49%	Reduced
804	NA Newport Asia San Francisco, California	$54.9M	+$24.2M	1	15.88%	Increased
805	F.L. Putnam Investment Management Lynnfield, Massachusetts	$54.8M	+$1.84M	5	6.5%	Increased
806	Clarkston Capital Partners Rochester, Michigan	$54.7M	+$3.15M	5	2.85%	Increased
807	JMH J.M. Hartwell New York	$54.6M	-$818	4	13.92%	Reduced
808	CK Cohen Klingenstein New York	$54.5M	$0	7	10.02%	Maintained
809	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$54.4M	+$1.91M	6	3.76%	Increased
810	Crestwood Advisors Group Boston, Massachusetts	$54.4M	+$1.26M	6	6.72%	Increased
811	Palladium Partners Norfolk, Virginia	$54.1M	-$1.1M	5	4.93%	Reduced
812	SG Swarthmore Group Philadelphia, Pennsylvania	$54M	-$20.6M	4	9.16%	Reduced
813	SCM Stevens Capital Management Radnor, Pennsylvania	$53.9M	-$20.5M	7	2.15%	Reduced
814	Meeder Asset Management Dublin, Ohio	$53.9M	-$2.66M	9	5.04%	Reduced
815	RIM Rainier Investment Management Seattle, Washington	$53.9M	-$1.47M	3	2.6%	Reduced
816	Light Street Capital Management Palo Alto, California	$53.7M	-$10.1M	1	9.8%	Reduced
817	Amica Pension Fund Board of Trustees Providence, Rhode Island	$53.6M	-$586K	8	7.02%	Reduced
818	Cookson Peirce & Co Pittsburgh, Pennsylvania	$53.4M	+$4.28M	3	7.94%	Increased
819	SH SeaTown Holdings Singapore	$53M	-$27.8M	2	16.38%	Reduced
820	Mark Asset Management New York	$52.9M	-$8.69M	4	15.62%	Reduced
821	Salem Investment Counselors Winston Salem, North Carolina	$52.7M	-$1.29M	7	6.33%	Reduced
822	T TOBAM Paris, France	$52.4M	-$22.6M	1	2.1%	Reduced
823	Gamble Jones Investment Counsel Pasadena, California	$52.2M	-$1.79M	7	5.68%	Reduced
824	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$52.2M	+$10M	4	6.98%	Increased
825	HC Henshaw Capital Woburn, Massachusetts	$52.1M	+$367K	5	6.78%	Increased