← 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	CA Cornerstone Advisors Asheville, North Carolina	$54.4M	-$9.06M	6	9.98%	Reduced
952	Waters Parkerson & Co New Orleans, Louisiana	$54.4M	+$831K	6	5.03%	Increased
953	Lowe Brockenbrough & Co Richmond, Virginia	$54.3M	-$25.8K	6	8.54%	Reduced
954	Alpha Wave Global New York	$53.8M	-$17.1M	2	9.44%	Reduced
955	EULAV Asset Management Sarasota, Florida	$53.6M	-$5.11M	3	2.63%	Reduced
956	Stock Yards Bank & Trust Louisville, Kentucky	$53.5M	+$1.67M	6	6.48%	Increased
957	ArrowMark Colorado Holdings Denver, Colorado	$53.3M	+$38.6K	6	0.66%	Increased
958	MC MIG Capital Newport Beach, California	$53.2M	+$24.5M	2	8.1%	Increased
959	FBC Fairfield, Bush & Co Darien, Connecticut	$53.1M	-$7.52M	7	17.04%	Reduced
960	Caxton Associates (New York) New York	$53M	-$2.98M	11	2.04%	Reduced
961	South Texas Money Management San Antonio, Texas	$52.8M	-$13.6M	6	2.6%	Reduced
962	Carnegie Investment Counsel Pepper Pike, Ohio	$52.8M	-$163K	6	6.42%	Reduced
963	Academy Capital Management Waco, Texas	$52.6M	-$496K	4	14.49%	Reduced
964	Dowling & Yahnke San Diego, California	$52.5M	-$217K	8	5.53%	Reduced
965	TAM Tyers Asset Management Austin, Texas	$52.4M	+$5.64M	5	1.92%	Increased
966	Torray Investment Partners Bethesda, Maryland	$52.2M	-$26.8M	4	5.49%	Reduced
967	North Star Asset Management Neenah, Wisconsin	$52.1M	+$2.44M	8	5.3%	Increased
968	ALPS Advisors Denver, Colorado	$52M	+$5.87M	7	0.36%	Increased
969	Donaldson Capital Management Evansville, Indiana	$51.9M	-$653K	4	5.89%	Reduced
970	Weiss Multi-Strategy Advisers New York	$51.7M	+$19.2M	7	2.18%	Increased
971	KCM Investment Advisors Greenbrae, California	$51.6M	+$2.25M	7	3.24%	Increased
972	Kimelman & Baird New York	$51.6M	+$351K	6	7.81%	Increased
973	Doyle Wealth Management St. Petersburg, Florida	$51.6M	+$6.01M	6	9.55%	Increased
974	PKO Investment Management Joint-Stock Warsaw, Poland	$51.4M	+$14.8M	3	17.26%	Increased
975	Taurus Asset Management New York	$51.4M	+$241K	6	8.04%	Increased