← 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
1001	Fulton Bank Lancaster, Pennsylvania	$21.9M	-$381K	6	2.58%	Reduced
1002	Sandy Spring Bank Olney, Maryland	$21.9M	-$1.53M	8	3.26%	Reduced
1003	First Long Island Investors Jericho, New York	$21.8M	-$127K	3	6.12%	Reduced
1004	MAM Mastrapasqua Asset Management Nashville, Tennessee	$21.8M	+$5.3M	3	5.35%	Increased
1005	Reilly Financial Advisors La Mesa, California	$21.8M	+$398K	6	6.06%	Increased
1006	BLB&B Advisors Montgomeryville, Pennsylvania	$21.7M	-$508K	3	5.71%	Reduced
1007	BP Bandera Partners New York	$21.7M	$0	1	11.28%	Maintained
1008	Palisade Asset Management Minneapolis, Minnesota	$21.6M	+$451K	3	5.5%	Increased
1009	Rational Advisors Huntington, New York	$21.6M	+$3.87M	8	1.65%	Increased
1010	Carnegie Investment Counsel Pepper Pike, Ohio	$21.5M	+$1.29M	5	6.63%	Increased
1011	NC NBW Capital Boston, Massachusetts	$21.5M	+$704K	3	3.77%	Increased
1012	First American Trust Santa Ana, California	$21.4M	+$108K	6	7.71%	Increased
1013	BIC Bridges Investment Counsel Omaha, Nebraska	$21.4M	-$435K	5	5.33%	Reduced
1014	BTR Capital Management Oakland, California	$21.4M	+$20.1K	3	6.71%	Increased
1015	Bank of Hawaii Honolulu, Hawaii	$21.4M	-$2.49M	5	2.24%	Reduced
1016	Foster & Motley Cincinnati, Ohio	$21.4M	+$263K	3	5.7%	Increased
1017	Raymond James Trust St. Petersburg, Florida	$21.3M	-$1.49M	5	3.28%	Reduced
1018	OFI Advisors Philadelphia, Pennsylvania	$21.3M	+$757K	9	2.04%	Increased
1019	Adell Harriman & Carpenter Houston, Texas	$21.2M	-$1.09M	5	5.97%	Reduced
1020	RNC Capital Management Los Angeles, California	$21.2M	-$257K	5	2.13%	Reduced
1021	Halsey Associates New Haven, Connecticut	$21.1M	-$270K	3	5.14%	Reduced
1022	Campbell Newman Asset Management Milwaukee, Wisconsin	$21M	-$11.6M	3	5.06%	Reduced
1023	GPCM Greenbrier Partners Capital Management Dallas, Texas	$21M	$0	1	6.44%	Maintained
1024	GSA Capital Partners London, United Kingdom	$21M	+$9.8M	8	1.66%	Increased
1025	CCT Chemung Canal Trust Elmira, New York	$21M	-$2.44M	4	4.56%	Reduced