← 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
901	Godsey & Gibb Inc Richmond, Virginia	$35.5M	-$4.75K	4	6.31%	Reduced
902	Compass Capital Management Minneapolis, Minnesota	$35.3M	+$70.2K	3	7.44%	Increased
903	Campbell Newman Asset Management Milwaukee, Wisconsin	$35.2M	+$1.48M	3	7%	Increased
904	Capital Investment Services of America Milwaukee, Wisconsin	$35.2M	+$699K	3	8.05%	Increased
905	Arden Trust Wilmington, Delaware	$35.2M	-$1.11M	8	5.27%	Reduced
906	Baring Asset Management London, United Kingdom	$35.2M	+$657K	2	2.88%	Increased
907	PAM Private Asset Management San Diego, California	$35.2M	+$198K	6	5.91%	Increased
908	CI Cooper Investors Melbourne, Victoria, Australia	$35.1M	-$6.04M	2	7.66%	Reduced
909	WCP Welch Capital Partners Harrison, New York	$35.1M	+$3.25M	3	10.45%	Increased
910	Halsey Associates New Haven, Connecticut	$35.1M	-$640K	5	7.83%	Reduced
911	GAMCO Investors Greenwich, Connecticut	$35M	+$589K	5	0.19%	Increased
912	Dearborn Partners Chicago, Illinois	$35M	+$2.84M	5	3.37%	Increased
913	Willis Investment Counsel Gainesville, Georgia	$35M	-$377K	2	3.32%	Reduced
914	Bridgewater Associates Westport, Connecticut	$34.9M	-$14.7M	5	0.32%	Reduced
915	Anchor Capital Advisors Boston, Massachusetts	$34.9M	+$538K	4	0.79%	Increased
916	Edgemoor Investment Advisors Bethesda, Maryland	$34.8M	+$101K	3	5.08%	Increased
917	Essex Investment Management Boston, Massachusetts	$34.8M	+$11.5M	5	5.26%	Increased
918	Curi RMB Capital Chicago, Illinois	$34.8M	+$6.75M	4	2.27%	Increased
919	NBT Bank Norwich, New York	$34.6M	-$459K	5	5.65%	Reduced
920	OFI Advisors Philadelphia, Pennsylvania	$34.5M	-$6.44M	8	2.03%	Reduced
921	Martin Currie Edinburgh, United Kingdom	$34.2M	-$2.61M	4	3.27%	Reduced
922	Weiss Multi-Strategy Advisers New York	$34.1M	+$35.4M	6	1.35%	New
923	SCM Somerset Capital Management London, United Kingdom	$34M	+$2.73M	1	11.84%	Increased
924	CEI Clark Estates Inc New York	$33.9M	-$2.94M	4	5.48%	Reduced
925	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$33.5M	+$370K	4	3.74%	Increased