← 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	Janney Capital Management Pittsburgh, Pennsylvania	$68.9M	-$3.94M	7	3.85%	Reduced
1002	CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$68.9M	-$1.1M	1	3.04%	Reduced
1003	AG Aravt Global New York	$68.9M	-$9.9M	2	13.55%	Reduced
1004	SouthState Corp Winter Haven, Florida	$68.7M	-$5.55M	7	8.59%	Reduced
1005	GTP Global Thematic Partners New York	$68.6M	-$23M	2	4.76%	Reduced
1006	Clarkston Capital Partners Rochester, Michigan	$68.4M	-$489K	6	2.13%	Reduced
1007	Centiva Capital New York	$68.4M	+$4.3M	6	4.18%	Increased
1008	Maple Capital Management Montpelier, Vermont	$68.2M	+$9.24M	5	14.69%	Increased
1009	Thomasville National Bank Thomasville, Georgia	$68M	+$812K	6	11.34%	Increased
1010	Baskin Financial Services Toronto, Ontario, Canada	$67.8M	+$2.24M	4	11.11%	Increased
1011	Atria Investments Charlotte, North Carolina	$67.8M	+$3.76M	13	2.42%	Increased
1012	Wedbush Securities Los Angeles, California	$67.7M	+$1.86M	12	6.63%	Increased
1013	Doyle Wealth Management St. Petersburg, Florida	$67.7M	+$3.76M	6	9.35%	Increased
1014	WWM Willingdon Wealth Management Huntersville, North Carolina	$67.6M	+$4.11M	10	14.86%	Increased
1015	Parsons Capital Management Providence, Rhode Island	$67.2M	+$223K	8	7.29%	Increased
1016	CPM Crescent Park Management East Palo Alto, California	$67.2M	+$29.4M	2	13.86%	Increased
1017	Cetera Advisors Denver, Colorado	$67M	+$189K	10	2.96%	Increased
1018	Everence Capital Management Goshen, Indiana	$66.9M	+$546K	10	10.84%	Increased
1019	DCM Decatur Capital Management Decatur, Georgia	$66.8M	-$25.9M	4	16.5%	Reduced
1020	PVH Psagot Value Holdings Tel Aviv, Israel	$66.7M	-$2.95M	7	2.74%	Reduced
1021	Voya Financial Advisors Windsor, Connecticut	$66.7M	+$978K	7	3.59%	Increased
1022	Front Barnett Associates Chicago, Illinois	$66.7M	+$748K	5	11.03%	Increased
1023	Bank of the West Monterey Park, California	$66.5M	+$424K	8	8.03%	Increased
1024	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$66.4M	+$7.04M	9	11.63%	Increased
1025	AC Apertura Capital Dallas, Texas	$65.8M	+$37.1M	4	16.9%	Increased