← 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	Boston Financial Management Boston, Massachusetts	$39.1M	-$214K	7	5.53%	Reduced
877	Bar Harbor Wealth Management Concord, New Hampshire	$39M	+$368K	5	5.18%	Increased
878	VCM Violich Capital Management San Francisco, California	$39M	-$362K	4	13.64%	Reduced
879	Maryland Capital Management Towson, Maryland	$38.9M	+$614K	6	6.58%	Increased
880	Mairs & Power Inc St Paul, Minnesota	$38.7M	-$1.8M	6	0.61%	Reduced
881	BHF Kleinwort Benson Group Brussels, Belgium	$38.7M	-$119M	4	1.52%	Reduced
882	First Allied Advisory Services San Diego, California	$38.7M	-$1.35M	9	2.13%	Reduced
883	Markel Group Glen Allen, Virginia	$38.6M	$0	2	1.02%	Maintained
884	Cubist Systematic Strategies Stamford, Connecticut	$38.5M	+$295K	12	1.95%	Increased
885	Burney Company Reston, Virginia	$38.5M	-$850K	6	2.97%	Reduced
886	SC Shellback Capital Boston, Massachusetts	$38.4M	-$229K	2	3.43%	Reduced
887	Nexus Investment Management Toronto, Ontario, Canada	$38.3M	-$1.86K	2	8.02%	Reduced
888	CI Cooper Investors Melbourne, Victoria, Australia	$38.3M	+$915K	2	8.91%	Increased
889	Hudson Edge Investment Partners Jersey City, New Jersey	$38.2M	-$5.28M	2	2.06%	Reduced
890	TAM Taylor Asset Management Toronto, Ontario, Canada	$38.2M	-$11.1M	2	8.07%	Reduced
891	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$38.2M	+$3.91M	4	2.93%	Increased
892	Edgemoor Investment Advisors Bethesda, Maryland	$38.1M	+$733K	2	5.8%	Increased
893	First Mercantile Trust Cordova, Tennessee	$38M	+$452K	8	3.82%	Increased
894	CEI Clark Estates Inc New York	$37.8M	+$5.15M	4	6.49%	Increased
895	GLG Partners London, United Kingdom	$37.7M	+$6.86M	5	1%	Increased
896	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$37.7M	$0	1	25.5%	Maintained
897	HCM Hirzel Capital Management Dallas, Texas	$37.7M	+$38.1M	1	5.36%	New
898	Pillar Pacific Capital Management Pacifica, California	$37.5M	+$724K	7	7.04%	Increased
899	Virtu KCG Holdings New York	$37.5M	-$66.9M	12	0.61%	Reduced
900	MFWM Motley Fool Wealth Management Alexandria, Virginia	$37.5M	+$7.08M	3	4.87%	Increased