← 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
851	Janney Capital Management Pittsburgh, Pennsylvania	$34.7M	+$2.97M	2	2.31%	Increased
852	VDBMI Van Den Berg Management I Austin, Texas	$34.7M	-$320K	2	2.39%	Reduced
853	Compass Capital Management Minneapolis, Minnesota	$34.7M	-$492K	3	6.92%	Reduced
854	Capital Investment Services of America Milwaukee, Wisconsin	$34.4M	-$1.21M	3	8.65%	Reduced
855	Country Club Trust Kansas City, Missouri	$34.3M	+$55.2K	4	4.83%	Increased
856	MAM Mizuho Asset Management Tokyo, Japan	$34.3M	-$699K	9	6.81%	Reduced
857	Greystone Managed Investments Regina, Saskatchewan, Canada	$34.2M	-$16.6M	1	0.63%	Reduced
858	Meiji Yasuda Asset Management Tokyo, Japan	$34.2M	-$2.2M	8	7.38%	Reduced
859	Godsey & Gibb Inc Richmond, Virginia	$33.9M	-$1.25M	4	6.84%	Reduced
860	PIM Partner Investment Management San Francisco, California	$33.9M	-$13.5M	1	6.25%	Reduced
861	Cobblestone Capital Advisors Rochester, New York	$33.8M	-$7.5M	6	6.53%	Reduced
862	Meiji Yasuda Life Insurance Tokyo, Japan	$33.7M	-$1.61M	8	5.83%	Reduced
863	QCI Asset Management Pittsford, New York	$33.7M	-$247K	8	5.44%	Reduced
864	Moody Lynn & Lieberson Boston, Massachusetts	$33.7M	+$2.25M	3	4.88%	Increased
865	PCM Palestra Capital Management New York	$33.6M	+$15.8M	1	4.32%	Increased
866	KLC Knowledge Leaders Capital Denver, Colorado	$33.5M	+$34.1M	3	9.59%	New
867	Matrix Asset Advisors White Plains, New York	$33.5M	-$481K	3	4.01%	Reduced
868	Dearborn Partners Chicago, Illinois	$33.5M	-$132K	5	3.66%	Reduced
869	General American Investors New York	$33.5M	$0	2	2.8%	Maintained
870	Franklin Street Advisors Chapel Hill, North Carolina	$33.4M	-$1.77M	6	6.7%	Reduced
871	PAM Private Asset Management San Diego, California	$33.3M	+$624K	4	5.61%	Increased
872	Menora Mivtachim Holdings Ramat Gan, Israel	$33.2M	-$10.1M	1	2.72%	Reduced
873	SIG Schaller Investment Group Winston Salem, North Carolina	$33.1M	-$43.4K	3	19.93%	Reduced
874	Private Wealth Partners Mill Valley, California	$33M	-$1.22M	5	7.79%	Reduced
875	MTIP Magee Thomson Investment Partners San Diego, California	$33M	+$110K	2	7.49%	Increased