← 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	SWITC Stewart West Indies Trading Company Boulder, Colorado	$56.8M	$0	2	4.8%	Maintained
1002	RCM Riverpark Capital Management New York	$56.7M	-$14.2M	3	8.15%	Reduced
1003	Stratos Wealth Partners Beachwood, Ohio	$56.7M	+$1.31M	19	2.54%	Increased
1004	CC ClearArc Capital Cincinnati, Ohio	$56.4M	-$73.6K	10	7.66%	Reduced
1005	O'Shaughnessy Asset Management Stamford, Connecticut	$56.2M	+$3.12M	6	1.31%	Increased
1006	Torray Investment Partners Bethesda, Maryland	$56.1M	-$195K	6	5.54%	Reduced
1007	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$56M	+$471K	10	9.35%	Increased
1008	Nichols & Pratt Advisers Boston, Massachusetts	$55.9M	+$876K	6	4.85%	Increased
1009	RGI River Global Investors London, United Kingdom	$55.9M	+$25.5M	5	6.26%	Increased
1010	QCI Asset Management Pittsford, New York	$55.8M	+$553K	8	5.71%	Increased
1011	QV Investors Calgary, Alberta, Canada	$55.8M	-$10.7M	1	1.14%	Reduced
1012	BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$55.8M	+$1.22M	1	6.94%	Increased
1013	SouthState Corp Winter Haven, Florida	$55.7M	+$5.1M	7	6.01%	Increased
1014	EARNEST Partners Atlanta, Georgia	$55.6M	-$1.36M	13	0.53%	Reduced
1015	Polaris Capital Management Boston, Massachusetts	$55.5M	+$1.36M	2	2.59%	Increased
1016	JCM JS Capital Management New York	$55.4M	+$13.7M	5	26.79%	Increased
1017	Anchor Capital Advisors Boston, Massachusetts	$55.4M	+$161K	7	1.95%	Increased
1018	ALPS Advisors Denver, Colorado	$55.3M	+$672K	8	0.38%	Increased
1019	Capital Investment Services of America Milwaukee, Wisconsin	$55.1M	-$727K	4	8.74%	Reduced
1020	Alpha Wave Global New York	$54.9M	+$2.33M	2	12.57%	Increased
1021	Edgar Lomax Company Kingstowne, Virginia	$54.8M	-$1.62M	1	3.74%	Reduced
1022	Equity Investment Corp Atlanta, Georgia	$54.8M	-$1.98M	2	1.83%	Reduced
1023	OCM Olstein Capital Management Purchase, New York	$54.7M	+$1.46M	4	6.97%	Increased
1024	Sabal Trust St. Petersburg, Florida	$54.6M	+$21M	3	5.57%	Increased
1025	BAS Brown Advisory Securities Baltimore, Maryland	$54.6M	+$3.37M	9	10.53%	Increased