← 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	EP Wealth Advisors Torrance, California	$85.2M	+$27.7M	7	8.19%	Increased
902	MassMutual Private Wealth & Trust Windsor, Connecticut	$85.1M	+$906K	14	6.13%	Increased
903	DCM Decatur Capital Management Decatur, Georgia	$85M	-$4.97M	4	16.42%	Reduced
904	OAM Oxford Asset Management Oxford, United Kingdom	$84.7M	+$1.46M	11	1.85%	Increased
905	SC Selz Capital New York	$84.4M	+$47.3M	4	16.12%	Increased
906	Baldwin Wealth Partners Marion, Massachusetts	$83.9M	-$8.58M	9	12.5%	Reduced
907	Livforsakringsbolaget Skandia Stockholm, Sweden	$83.7M	+$7.97M	11	11.01%	Increased
908	Quest Investment Management Lake Oswego, Oregon	$83.2M	+$1.26M	5	10.94%	Increased
909	Pillar Pacific Capital Management Pacifica, California	$83.1M	-$1.24M	10	9.61%	Reduced
910	GC Gobi Capital San Francisco, California	$83.1M	+$79.5M	1	16.75%	New
911	GPC Guardian Point Capital Charlottesville, Virginia	$82.3M	+$25.2M	2	32.85%	Increased
912	Becker Capital Management Portland, Oregon	$82.1M	-$11.4K	5	3.04%	Reduced
913	Partners Capital Investment Group Boston, Massachusetts	$81.7M	+$35.4M	3	8.06%	Increased
914	Telemus Capital Southfield, Michigan	$81.7M	-$12.3M	9	6.2%	Reduced
915	LS Investment Advisors Bloomfield Hills, Michigan	$81.6M	+$4.79M	14	5.09%	Increased
916	Ensemble Capital Management San Francisco, California	$81.3M	+$2.9M	3	11.98%	Increased
917	PKO Investment Management Joint-Stock Warsaw, Poland	$81.3M	+$938K	3	21.36%	Increased
918	Luxor Capital Group New York	$81.2M	-$52.7M	3	2.71%	Reduced
919	Community Trust & Investment Versailles, Kentucky	$81M	+$43.4M	3	9.99%	Increased
920	Old Republic International (ORI) Chicago, Illinois	$80.7M	+$9.6M	1	2.17%	Increased
921	VCM Violich Capital Management San Francisco, California	$80.7M	-$978K	5	20.45%	Reduced
922	RGI River Global Investors London, United Kingdom	$80.6M	+$1.91M	5	5.63%	Increased
923	Eagle Global Advisors Houston, Texas	$80.6M	+$2.04M	8	3.15%	Increased
924	Perpetual Ltd Sydney, New South Wales, Australia	$80.5M	-$16.7M	5	11.65%	Reduced
925	TA TRB Advisors New York	$80.4M	+$52.4M	3	24.07%	Increased