← 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
876	Compass Capital Management Minneapolis, Minnesota	$32.5M	+$801K	3	6.56%	Increased
877	Franklin Street Advisors Chapel Hill, North Carolina	$32.4M	-$220K	6	6.55%	Reduced
878	WBG Wharton Business Group Malvern, Pennsylvania	$32.2M	+$2.08M	4	2.71%	Increased
879	Country Club Trust Kansas City, Missouri	$32.2M	+$522K	5	4.71%	Increased
880	Front Barnett Associates Chicago, Illinois	$32.1M	-$310K	4	6.27%	Reduced
881	Dearborn Partners Chicago, Illinois	$32.1M	+$376K	5	3.74%	Increased
882	BA Birinyi Associates Westport, Connecticut	$31.9M	-$735K	5	17.01%	Reduced
883	SIG Schaller Investment Group Winston Salem, North Carolina	$31.8M	-$38.6K	3	20.19%	Reduced
884	Highland Capital Management (Tennessee) Memphis, Tennessee	$31.8M	-$1.31M	4	6.32%	Reduced
885	Pillar Pacific Capital Management Pacifica, California	$31.7M	+$647K	6	6.31%	Increased
886	Paloma Partners Greenwich, Connecticut	$31.7M	-$2.82M	6	1.58%	Reduced
887	Jones Financial Companies Des Peres, Missouri	$31.6M	-$1.2M	5	0.28%	Reduced
888	SM SCFF Management Menlo Park, California	$31.5M	-$719	1	18.67%	Reduced
889	Greenleaf Trust Kalamazoo, Michigan	$31.5M	+$1.06M	6	1.08%	Increased
890	Godsey & Gibb Inc Richmond, Virginia	$31.4M	+$633K	4	6.39%	Increased
891	GPCM Greenbrier Partners Capital Management Dallas, Texas	$31.4M	+$4.06M	1	8.45%	Increased
892	ZA Zweig Advisers Hartford, Connecticut	$31.4M	-$2.28M	3	4.31%	Reduced
893	MSU Maple Securities USA Jersey City, New Jersey	$31.3M	-$17.1M	4	2.28%	Reduced
894	Matrix Asset Advisors White Plains, New York	$31.3M	-$613K	3	3.8%	Reduced
895	Dowling & Yahnke San Diego, California	$31.3M	+$831K	5	4.4%	Increased
896	PAM Private Asset Management San Diego, California	$31.3M	+$2.8M	4	5.38%	Increased
897	HMI Capital Management San Francisco, California	$31.3M	$0	1	21.79%	Maintained
898	Mark Asset Management New York	$31.2M	-$1.59M	3	8.88%	Reduced
899	General American Investors New York	$31.1M	+$5.08M	2	2.52%	Increased
900	HS HighVista Strategies Boston, Massachusetts	$31M	-$5.39M	3	5.58%	Reduced