← 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
951	Mirova Paris, France	$284M	+$44.9M	8	10.5%	Increased
952	SFG Sather Financial Group Victoria, Texas	$284M	-$44.3M	4	16.3%	Reduced
953	Brandes Investment Partners La Jolla, California	$282M	-$3.69M	3	1.98%	Reduced
954	Private Wealth Partners Mill Valley, California	$281M	-$20.2M	7	20.02%	Reduced
955	Howard Capital Management Group Los Angeles, California	$278M	-$2.8M	6	16.99%	Reduced
956	Atomi Financial Group New York	$278M	+$19.3M	19	7.23%	Increased
957	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$277M	-$2.59M	5	26.83%	Reduced
958	Ritholtz Wealth Management New York	$277M	-$2.59M	16	4.13%	Reduced
959	Alta Capital Management Salt Lake City, Utah	$275M	-$15.6M	5	20.48%	Reduced
960	Nichols & Pratt Advisers Boston, Massachusetts	$275M	-$3.42M	5	16.7%	Reduced
961	MA Mutual Advisors Omaha, Nebraska	$275M	+$8.62M	14	5.18%	Increased
962	Highland Capital Management (Tennessee) Memphis, Tennessee	$275M	-$9.46M	11	12.64%	Reduced
963	Annex Advisory Services Brookfield, Wisconsin	$274M	-$34.8M	6	4.68%	Reduced
964	Bain Capital Investors Boston, Massachusetts	$273M	$0	1	5.67%	Maintained
965	Baldwin Wealth Partners Marion, Massachusetts	$273M	-$2.84M	6	17.82%	Reduced
966	Norris Perne & French Grand Rapids, Michigan	$272M	+$2.13M	7	11.6%	Increased
967	Intermede Investment Partners London, United Kingdom	$271M	-$26.9M	2	11.42%	Reduced
968	GAMMA Investing Foster City, California	$270M	+$30.1M	32	10.05%	Increased
969	Great Valley Advisor Group Wilmington, Delaware	$268M	+$5.27M	11	4.23%	Increased
970	Park National Corp Newark, Ohio	$267M	+$550K	7	7.47%	Increased
971	Mill Capital Management Concord, North Carolina	$266M	-$2.59M	6	17.78%	Reduced
972	Corvex Management New York	$265M	+$5.77M	2	8.09%	Increased
973	SCM Steadfast Capital Management New York	$265M	+$133M	3	8.11%	Increased
974	MO McMillan Office St. Clair Shores, Michigan	$264M	-$317K	10	30.28%	Reduced
975	Thomasville National Bank Thomasville, Georgia	$264M	+$276M	7	14.48%	New