← 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	Front Barnett Associates Chicago, Illinois	$33.3M	+$933K	5	6.9%	Increased
952	OFI Advisors Philadelphia, Pennsylvania	$33.1M	-$2.6M	8	2.14%	Reduced
953	WEC White Elm Capital Greenwich, Connecticut	$32.8M	+$2.98M	1	3.4%	Increased
954	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$32.7M	-$11.4M	7	0.69%	Reduced
955	NAM North American Management Boston, Massachusetts	$32.7M	+$6.05M	4	5.46%	Increased
956	Godsey & Gibb Inc Richmond, Virginia	$32.6M	-$864K	4	6.7%	Reduced
957	OCM Olstein Capital Management Purchase, New York	$32.5M	+$4.57M	3	4.05%	Increased
958	GPCM Greenbrier Partners Capital Management Dallas, Texas	$32.2M	$0	1	8.61%	Maintained
959	BCM Brown Capital Management Baltimore, Maryland	$32.2M	+$2.92M	5	0.55%	Increased
960	TEC Tiger Eye Capital Nashville, Tennessee	$32.1M	+$32.4M	1	4.37%	New
961	Middleton & Co Boston, Massachusetts	$32.1M	+$1.34M	5	7.6%	Increased
962	Maj Invest Holding A/S Copenhagen K, Denmark	$32M	+$3.13M	3	11.45%	Increased
963	Campbell Newman Asset Management Milwaukee, Wisconsin	$31.9M	-$2.24M	3	7.24%	Reduced
964	Montag & Associates Atlanta, Georgia	$31.7M	+$4.21M	4	4.95%	Increased
965	Moody Lynn & Lieberson Boston, Massachusetts	$31.7M	+$22.7M	3	6.07%	Increased
966	Natixis Investment Managers International Paris, France	$31.5M	-$4.37M	5	4.25%	Reduced
967	Valley Wealth Managers Paramus, New Jersey	$31.4M	+$1.89M	3	5.71%	Increased
968	GIM Greystone Investment Management Cincinnati, Ohio	$31M	+$3.06M	3	12.86%	Increased
969	MTIP Magee Thomson Investment Partners San Diego, California	$31M	+$5.76M	2	9.57%	Increased
970	Veritas Investment Management (UK) London, United Kingdom	$31M	-$436K	3	19.4%	Reduced
971	Glade Brook Capital Partners Greenwich, Connecticut	$30.9M	+$31.2M	1	10.84%	New
972	LRPA L. Roy Papp & Associates Phoenix, Arizona	$30.9M	+$414K	4	7.64%	Increased
973	Lowe Brockenbrough & Co Richmond, Virginia	$30.7M	-$44.6K	4	5.38%	Reduced
974	Light Street Capital Management Palo Alto, California	$30.7M	+$2.44M	1	4.59%	Increased
975	BFO Boston Family Office Boston, Massachusetts	$30.6M	-$4.46M	9	4.26%	Reduced