← 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	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$49.3M	+$3.55M	4	7.64%	Increased
877	ARTA A.R.T. Advisors New York	$49.1M	-$29.2M	6	2.33%	Reduced
878	Markel Group Glen Allen, Virginia	$49.1M	+$6.45M	5	1.33%	Increased
879	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$49M	+$1.33M	10	3.63%	Increased
880	SIM Stelliam Investment Management New York	$49M	-$9.34M	1	1.46%	Reduced
881	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$49M	-$2.06M	1	0.91%	Reduced
882	Lakewood Capital Management New York	$48.9M	-$56M	1	2.12%	Reduced
883	First Mercantile Trust Cordova, Tennessee	$48.7M	+$3.85M	8	4.99%	Increased
884	NA Newport Asia San Francisco, California	$48.6M	-$212K	1	13.56%	Reduced
885	PEAK6 Group Chicago, Illinois	$48.6M	-$36.2M	12	0.33%	Reduced
886	MFWM Motley Fool Wealth Management Alexandria, Virginia	$48.5M	+$1.47M	3	5.76%	Increased
887	LIC Lodestar Investment Counsel Chicago, Illinois	$48.5M	-$114K	6	7.67%	Reduced
888	EULAV Asset Management Sarasota, Florida	$48.5M	+$5.23M	5	2.65%	Increased
889	Veritas Investment Management (UK) London, United Kingdom	$48.2M	+$10.6M	5	24.71%	Increased
890	Trinity Street Asset Management London, United Kingdom	$48.2M	+$45.6M	1	8.67%	New
891	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$48.1M	+$4.71M	9	6.48%	Increased
892	Zuckerman Investment Group Chicago, Illinois	$48.1M	-$304K	2	11.36%	Reduced
893	Edgemoor Investment Advisors Bethesda, Maryland	$48.1M	+$821K	3	7.22%	Increased
894	MIM Martin Investment Management Palm Beach Gardens, Florida	$47.9M	-$3.41M	3	7.6%	Reduced
895	AC Asturias Capital New York	$47.8M	+$45M	2	20.35%	New
896	Jones Financial Companies Des Peres, Missouri	$47.2M	+$1.84M	6	0.29%	Increased
897	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$47.2M	-$2.93M	4	6.55%	Reduced
898	Jefferies Group New York	$47.2M	+$25.6M	12	0.27%	Increased
899	First Allied Advisory Services San Diego, California	$47.1M	+$2.09M	9	2.44%	Increased
900	AC Amici Capital New York	$46.9M	-$14.1M	2	3.29%	Reduced