← 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	Ancora Advisors Cleveland, Ohio	$99.1M	+$431K	14	3.94%	Increased
1002	Cumberland Partners Toronto, Ontario, Canada	$98.9M	-$5.08M	5	10.35%	Reduced
1003	Cobblestone Capital Advisors Rochester, New York	$98.9M	-$3.21M	8	8.54%	Reduced
1004	Destination Wealth Management Walnut Creek, California	$98.7M	-$3.51M	6	5%	Reduced
1005	LCM Lomas Capital Management New York	$98.6M	-$6.9M	2	16.11%	Reduced
1006	Tree Line Advisors Central, Hong Kong	$98.5M	$0	1	13%	Maintained
1007	RCM Ratan Capital Management Miami Beach, Florida	$98.1M	+$41.3M	7	14.47%	Increased
1008	Dowling & Yahnke San Diego, California	$98M	-$1.11M	8	7.86%	Reduced
1009	Seizert Capital Partners Birmingham, Michigan	$97.9M	-$16.1M	4	6.43%	Reduced
1010	Front Barnett Associates Chicago, Illinois	$97.6M	+$254K	4	13.3%	Increased
1011	Night Owl Capital Management Greenwich, Connecticut	$97.6M	+$2.66M	3	20.31%	Increased
1012	Lowe Brockenbrough & Co Richmond, Virginia	$97.5M	-$946K	6	12.13%	Reduced
1013	Bank of the West Monterey Park, California	$97.5M	-$6.78M	8	13.08%	Reduced
1014	Rheos Capital Works Tokyo, Japan	$97.5M	-$73.5M	4	7.96%	Reduced
1015	Ironvine Capital Partners Omaha, Nebraska	$97.4M	+$255K	4	12.2%	Increased
1016	Overbrook Management Corp New York	$97.2M	+$1.15M	6	22.43%	Increased
1017	Snowden Capital Advisors New York	$96.9M	+$4.75M	11	7.76%	Increased
1018	Adell Harriman & Carpenter Houston, Texas	$96.7M	-$1.1M	7	14.42%	Reduced
1019	River Global Investors London, United Kingdom	$96.6M	-$7.19M	7	7.15%	Reduced
1020	Vestor Capital Chicago, Illinois	$96.2M	+$96.6M	6	13.62%	New
1021	CA Cullinan Associates Louisville, Kentucky	$96.1M	-$14.1M	6	6.2%	Reduced
1022	SouthState Corp Winter Haven, Florida	$96M	-$670K	8	10.02%	Reduced
1023	Moors & Cabot Boston, Massachusetts	$96M	+$3.98M	14	9.04%	Increased
1024	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$96M	-$35.3M	6	5.35%	Reduced
1025	Ninety One North America New York	$95.4M	-$245M	5	10.45%	Reduced