← 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	GCM Grandmaster Capital Management San Francisco, California	$25.2M	+$3.68M	1	10.12%	Increased
1002	SAM Sheffield Asset Management Chicago, Illinois	$25.2M	+$675K	1	2.92%	Increased
1003	EP Wealth Advisors Torrance, California	$25.2M	+$1.28M	5	5.85%	Increased
1004	Foster & Motley Cincinnati, Ohio	$25.1M	-$888K	3	5.79%	Reduced
1005	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$25M	-$1.85M	5	5.82%	Reduced
1006	Aviance Capital Management Sarasota, Florida	$25M	+$1.78M	4	1.06%	Increased
1007	QI Qualcomm Inc San Diego, California	$24.9M	-$34.8M	5	1.42%	Reduced
1008	BCM Barometer Capital Management Toronto, Ontario, Canada	$24.9M	-$6.76M	2	4.73%	Reduced
1009	Bank of Hawaii Honolulu, Hawaii	$24.9M	-$1.76M	4	2.36%	Reduced
1010	RNC Capital Management Los Angeles, California	$24.9M	+$312K	6	2%	Increased
1011	Willis Investment Counsel Gainesville, Georgia	$24.8M	-$1.73M	1	2.42%	Reduced
1012	BTR Capital Management Oakland, California	$24.8M	-$489K	3	6.81%	Reduced
1013	KCM Investment Advisors Greenbrae, California	$24.8M	+$282K	5	2.31%	Increased
1014	SMI Shelter Mutual Insurance Columbia, Missouri	$24.7M	$0	2	6.75%	Maintained
1015	ARTA A.R.T. Advisors New York	$24.7M	-$12.7M	6	1.29%	Reduced
1016	GIM Greystone Investment Management Cincinnati, Ohio	$24.7M	-$7.21M	3	9.53%	Reduced
1017	Murphy Capital Management Bedminster, New Jersey	$24.6M	+$4.74M	5	3.9%	Increased
1018	BCM Buckhead Capital Management Atlanta, Georgia	$24.5M	-$2.88M	4	3.47%	Reduced
1019	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$24.5M	+$1.76M	4	6.49%	Increased
1020	Stephens Inc Little Rock, Arkansas	$24.5M	-$2.81M	7	1.23%	Reduced
1021	GIM Greylin Investment Management Orange, Virginia	$24.4M	+$1.04M	2	5.89%	Increased
1022	TIAAOA Teachers Insurance & Annuity Association of America New York	$24.4M	$0	1	0.88%	Maintained
1023	FNB First Niagara Bank Lockport, New York	$24.4M	-$853K	5	5.05%	Reduced
1024	Arden Trust Wilmington, Delaware	$24.3M	-$1.37M	7	3.32%	Reduced
1025	UM Ulysses Management New York	$24.3M	-$1.31M	3	3.97%	Reduced