← 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
976	AA Antipodean Advisors New York	$29.5M	+$8.52M	1	2.64%	Increased
977	HSA Hussman Strategic Advisors Ellicott City, Maryland	$29.5M	-$20.3M	3	2.93%	Reduced
978	Chilton Capital Management Houston, Texas	$29.4M	+$5.4M	4	2.99%	Increased
979	1ST Source Bank South Bend, Indiana	$29.4M	-$535K	4	3.53%	Reduced
980	SCM Summit Capital Management Seattle, Washington	$29.3M	-$67.9K	1	10.99%	Reduced
981	J.M. Forbes & Co Boston, Massachusetts	$29.3M	+$6.09M	4	7.67%	Increased
982	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$29.2M	-$5.05M	3	4.18%	Reduced
983	SIG Schaller Investment Group Winston Salem, North Carolina	$29.2M	-$2.39M	3	17.59%	Reduced
984	Choate Investment Advisors Boston, Massachusetts	$29.1M	-$1.36M	6	1.71%	Reduced
985	Curi RMB Capital Chicago, Illinois	$29M	+$1.35M	5	1.77%	Increased
986	AIA Alerus Investment Advisors Wayzata, Minnesota	$29M	+$1.53M	4	4.91%	Increased
987	Rothschild Investment LLC Chicago, Illinois	$29M	+$1.86M	6	3.46%	Increased
988	BA Birinyi Associates Westport, Connecticut	$29M	-$1.46M	5	12.97%	Reduced
989	LRPA L. Roy Papp & Associates Phoenix, Arizona	$28.9M	+$331K	4	6.32%	Increased
990	Mechanics Bank - Trust Department Walnut Creek, California	$28.9M	-$386K	4	8.98%	Reduced
991	MTIP Magee Thomson Investment Partners San Diego, California	$28.8M	+$1.05M	2	7.17%	Increased
992	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$28.8M	-$2.4M	4	5.87%	Reduced
993	BCM Bluefin Capital Management New York	$28.8M	+$122K	5	1.72%	Increased
994	RCIM Russell Clark Investment Management London, United Kingdom	$28.7M	+$3.42M	2	11.56%	Increased
995	ITVII IDG Technology Venture Investment III Central, Hong Kong	$28.7M	$0	1	38.12%	Maintained
996	Griffin Asset Management New York	$28.6M	-$367K	4	7.61%	Reduced
997	First Allied Advisory Services San Diego, California	$28.6M	+$3M	6	2.08%	Increased
998	Delta Asset Management Memphis, Tennessee	$28.6M	+$106K	6	5.57%	Increased
999	MAM Mastrapasqua Asset Management Nashville, Tennessee	$28.6M	+$28M	4	6.88%	New
1000	FA Friess Associates Greenville, Delaware	$28.6M	+$6.26M	2	2.3%	Increased