← 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	Azimuth Capital Management Bloomfield Hills, Michigan	$159M	-$4.75M	8	6.85%	Reduced
902	Suncoast Equity Management Tampa, Florida	$159M	-$29M	4	22.22%	Reduced
903	IRF IBM Retirement Fund Armonk, New York	$159M	+$728K	16	12.43%	Increased
904	SFG Sather Financial Group Victoria, Texas	$159M	+$2.55M	4	16.19%	Increased
905	Oak Ridge Investments Chicago, Illinois	$158M	-$3.23M	5	13.95%	Reduced
906	GW & Wade Wellesley, Massachusetts	$158M	+$9.7M	9	7.5%	Increased
907	UAM UAS Asset Management New York	$158M	-$1.68M	4	41.21%	Reduced
908	Albion Financial Group Salt Lake City, Utah	$158M	+$7.1M	17	13.81%	Increased
909	SCA Snowden Capital Advisors New York	$157M	+$9.16M	14	7.86%	Increased
910	Community Trust & Investment Versailles, Kentucky	$157M	-$6.4M	4	13.15%	Reduced
911	TI Truxt Investmentos Rio De Janeiro, Brazil	$157M	-$88.9M	4	21.82%	Reduced
912	Kintegral Advisory New York	$157M	$0	6	18.36%	Maintained
913	SCM Steadview Capital Management London, United Kingdom	$156M	$0	2	12.52%	Maintained
914	Onex Canada Asset Management Toronto, Ontario, Canada	$156M	+$10.6M	4	6.54%	Increased
915	Pathstone Family Office Englewood, New Jersey	$156M	+$34.8M	17	4.56%	Increased
916	NorthCoast Asset Management Greenwich, Connecticut	$156M	-$14.6M	9	5.69%	Reduced
917	Exencial Wealth Advisors Oklahoma City, Oklahoma	$156M	-$11M	8	6.77%	Reduced
918	Nichols & Pratt Advisers Boston, Massachusetts	$156M	-$1.4M	5	11.79%	Reduced
919	Delta Asset Management Memphis, Tennessee	$155M	-$386K	12	15.01%	Reduced
920	Vaughan David Investments Peoria, Illinois	$155M	-$5.6M	6	4.96%	Reduced
921	Stock Yards Bank & Trust Louisville, Kentucky	$155M	+$1.01M	6	9.78%	Increased
922	Becker Capital Management Portland, Oregon	$155M	+$6.24M	6	6.51%	Increased
923	Maple Capital Management Montpelier, Vermont	$154M	+$2.84M	5	19.57%	Increased
924	YHB Investment Advisors West Hartford, Connecticut	$154M	-$2.49M	7	13.27%	Reduced
925	Edgemoor Investment Advisors Bethesda, Maryland	$153M	-$46.6M	5	17.46%	Reduced