← 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	RegentAtlantic Capital Morristown, New Jersey	$42.7M	+$2.64M	7	4.16%	Increased
977	Penn Davis McFarland Dallas, Texas	$42.7M	-$608K	3	11.71%	Reduced
978	MCG Meru Capital Group New York	$42.5M	+$1.62M	2	11.82%	Increased
979	Merriman Wealth Management Seattle, Washington	$42.4M	-$14.3M	4	11.59%	Reduced
980	Churchill Management Los Angeles, California	$42.4M	-$1.31M	3	1.41%	Reduced
981	GW Henssler & Associates Kennesaw, Georgia	$42.4M	-$1.05M	5	4.69%	Reduced
982	Wedge Capital Management Charlotte, North Carolina	$42.3M	+$40M	4	0.41%	Increased
983	Cohen & Steers New York	$42.3M	-$669K	2	0.12%	Reduced
984	Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$42.3M	-$181K	7	3.3%	Reduced
985	TAM Target Asset Management Singapore	$42.3M	+$46.4M	1	73.72%	New
986	Cacti Asset Management Atlanta, Georgia	$42.3M	+$632K	5	3.99%	Increased
987	Tufton Capital Management Hunt Valley, Maryland	$42M	-$787K	6	8.52%	Reduced
988	Kimelman & Baird New York	$42M	+$1.34M	5	7.04%	Increased
989	ALPS Advisors Denver, Colorado	$41.9M	+$5.5M	6	0.31%	Increased
990	Country Club Trust Kansas City, Missouri	$41.8M	+$233K	6	6.56%	Increased
991	PAM Private Asset Management San Diego, California	$41.8M	-$40.3K	7	6.97%	Reduced
992	Estabrook Capital Management New York	$41.8M	-$3.31M	7	6.55%	Reduced
993	Barton Investment Management West Conshohocken, Pennsylvania	$41.7M	-$255K	5	13.88%	Reduced
994	TM Thrax Management New York	$41.7M	-$15M	6	7.61%	Reduced
995	Delta Asset Management Memphis, Tennessee	$41.6M	-$510K	9	6.96%	Reduced
996	SKBA Capital Management San Francisco, California	$41.6M	-$10.4M	3	4.89%	Reduced
997	KCM Investment Advisors Greenbrae, California	$41.6M	+$1.14M	7	2.8%	Increased
998	Bainco International Investors Boston, Massachusetts	$41.5M	+$6.69M	4	7.05%	Increased
999	FA Friess Associates Greenville, Delaware	$41.5M	+$3.54M	3	4.07%	Increased
1000	CCM Crestwood Capital Management New York	$41.3M	-$9.7M	2	15.69%	Reduced