← 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	Cigna Investments Bloomfield, Connecticut	$105M	+$3.48M	11	10.79%	Increased
802	Park National Corp Newark, Ohio	$104M	-$2.95M	7	5.65%	Reduced
803	Consulta London, United Kingdom	$104M	$0	1	8.92%	Maintained
804	Obermeyer Wealth Partners Aspen, Colorado	$103M	-$7.42M	4	9.56%	Reduced
805	First National Bank of Omaha Omaha, Nebraska	$103M	-$923K	5	6.66%	Reduced
806	Meritage Portfolio Management Overland Park, Kansas	$103M	+$4.68M	5	9.77%	Increased
807	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$103M	-$38.5K	7	6.25%	Reduced
808	Paloma Partners Greenwich, Connecticut	$103M	-$4.4M	13	2.13%	Reduced
809	CGL Clarius Group LLC Seattle, Washington	$103M	+$8.71M	6	18.85%	Increased
810	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$103M	-$2.54M	3	11.71%	Reduced
811	AssetMark Inc Concord, California	$103M	+$27.2M	13	0.86%	Increased
812	Howard Capital Management (New York) New York	$102M	-$2.05M	5	14.59%	Reduced
813	Burney Company Reston, Virginia	$102M	+$1.09M	11	6.12%	Increased
814	Eventide Asset Management Boston, Massachusetts	$102M	+$13.4M	2	3.37%	Increased
815	Dana Investment Advisors Waukesha, Wisconsin	$102M	-$16.8M	6	5.15%	Reduced
816	Windward Capital Management Los Angeles, California	$101M	+$526K	5	12.12%	Increased
817	CF Cypress Funds Los Angeles, California	$101M	-$31.4M	2	19.73%	Reduced
818	KCM Kingdon Capital Management New York	$101M	-$14.3M	4	11.95%	Reduced
819	Tower Bridge Advisors Conshohocken, Pennsylvania	$101M	-$718K	8	11.05%	Reduced
820	SH SeaTown Holdings Singapore	$101M	-$45.9M	6	13.45%	Reduced
821	Bailard Foster City, California	$101M	-$6.79M	9	6.08%	Reduced
822	Summitry LLC Foster City, California	$100M	-$4.14M	5	7.92%	Reduced
823	KCM Investment Advisors Greenbrae, California	$100M	-$184K	7	5.83%	Reduced
824	Capital Advisors Inc Tulsa, Oklahoma	$100M	$0	6	4.95%	Maintained
825	QCI Asset Management Pittsford, New York	$100M	+$5.82M	7	8.99%	Increased