← 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	Cetera Advisor Networks El Segundo, California	$41M	-$1.75M	8	2.62%	Reduced
952	Boston Financial Management Boston, Massachusetts	$40.9M	-$5.55M	6	5.87%	Reduced
953	QCI Asset Management Pittsford, New York	$40.9M	-$15.9M	8	6.33%	Reduced
954	CG Cutler Group San Francisco, California	$40.9M	+$39.5M	18	2.28%	New
955	CEI Clark Estates Inc New York	$40.9M	-$517K	5	7.38%	Reduced
956	MCL MIK Capital LLC New York	$40.4M	+$38.4M	1	12.15%	New
957	IAM Impala Asset Management Palm Beach, Florida	$40.3M	-$17.8M	2	2.71%	Reduced
958	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$40.3M	-$1.01M	2	6.85%	Reduced
959	Anchor Capital Advisors Boston, Massachusetts	$40.3M	+$9.9M	5	1.02%	Increased
960	Cadian Capital Management New York	$40.2M	+$38.1M	1	1.45%	New
961	Willis Investment Counsel Gainesville, Georgia	$40.2M	+$130K	2	3.65%	Increased
962	Dowling & Yahnke San Diego, California	$40.1M	-$132K	7	5.05%	Reduced
963	BTR Capital Management Oakland, California	$40.1M	+$346K	5	9.11%	Increased
964	SH Svenska Handelsbanken Stockholm, Sweden	$40.1M	+$38M	2	4.04%	New
965	Crosslink Capital Menlo Park, California	$40.1M	-$14.7M	2	5.79%	Reduced
966	Bar Harbor Wealth Management Concord, New Hampshire	$39.8M	-$448K	7	5%	Reduced
967	Junto Capital Management New York	$39.8M	+$12.9M	1	5.82%	Increased
968	Woodstock Corp Boston, Massachusetts	$39.8M	-$204K	7	8.75%	Reduced
969	Halsey Associates New Haven, Connecticut	$39.8M	-$3.33M	6	9.19%	Reduced
970	GPCM Greenbrier Partners Capital Management Dallas, Texas	$39.7M	+$583K	2	9.58%	Increased
971	CCM Cadence Capital Management Boston, Massachusetts	$39.7M	-$2.16M	7	2.67%	Reduced
972	MFM Marianas Fund Management New York	$39.6M	+$37.9M	2	7.29%	New
973	Parthenon LLC Louisville, Kentucky	$39.6M	+$24.5K	5	10.36%	Increased
974	Front Barnett Associates Chicago, Illinois	$39.4M	-$69.1K	5	7.85%	Reduced
975	MTIP Magee Thomson Investment Partners San Diego, California	$39.3M	+$5.49M	3	10.82%	Increased