← 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	AC Asturias Capital New York	$41.2M	-$32M	1	12.82%	Reduced
1002	Cetera Advisor Networks El Segundo, California	$41.2M	-$14.7M	8	2.14%	Reduced
1003	CC ClearArc Capital Cincinnati, Ohio	$41.1M	+$749K	9	7.39%	Increased
1004	Veritas Investment Management (UK) London, United Kingdom	$41M	-$13M	4	16.89%	Reduced
1005	Middleton & Co Boston, Massachusetts	$40.9M	-$2.1M	6	9.23%	Reduced
1006	PFM Health Sciences San Francisco, California	$40.8M	-$71.5M	1	1.15%	Reduced
1007	TAM Tyers Asset Management Austin, Texas	$40.6M	+$40.9M	4	1.71%	New
1008	BTR Capital Management Oakland, California	$40.5M	$0	5	9.09%	Maintained
1009	Destination Wealth Management Walnut Creek, California	$40.5M	+$2.96M	7	2.97%	Increased
1010	Bowen Hanes & Co Ponte Vedra Beach, Florida	$40.4M	-$10.6K	3	2.17%	Reduced
1011	Godsey & Gibb Inc Richmond, Virginia	$40.4M	-$5.01K	4	7.49%	Reduced
1012	Choate Investment Advisors Boston, Massachusetts	$40.4M	-$693K	7	2.56%	Reduced
1013	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$40.3M	-$352K	1	0.79%	Reduced
1014	Polaris Capital Management Boston, Massachusetts	$39.7M	+$10.3M	2	2.57%	Increased
1015	Bailard Foster City, California	$39.7M	+$156K	6	3.67%	Increased
1016	Moody Lynn & Lieberson Boston, Massachusetts	$39.6M	-$15.7M	3	5.68%	Reduced
1017	SAM Symphony Asset Management San Francisco, California	$39.6M	-$2.19M	5	4.04%	Reduced
1018	Squarepoint New York	$39.5M	+$19.7M	10	1.62%	Increased
1019	Baskin Financial Services Toronto, Ontario, Canada	$39.3M	+$546K	3	9.65%	Increased
1020	Farmers & Merchants Investments Inc Lincoln, Nebraska	$39.2M	+$1.05M	9	3.58%	Increased
1021	MB Financial Bank - Trust Department Rosemont, Illinois	$39.1M	+$587K	7	4.16%	Increased
1022	Dearborn Partners Chicago, Illinois	$39.1M	-$185K	5	3.26%	Reduced
1023	Wealthfront Palo Alto, California	$39M	+$2.59M	9	0.86%	Increased
1024	Cobblestone Capital Advisors Rochester, New York	$39M	+$1.43M	8	5.38%	Increased
1025	Night Owl Capital Management Greenwich, Connecticut	$39M	-$3.4M	3	22.9%	Reduced