← 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	Jasper Ridge Partners Menlo Park, California	$118M	+$4.11M	9	5.45%	Increased
1002	Joel Isaacson & Co New York	$118M	+$829K	10	10.38%	Increased
1003	Rheos Capital Works Tokyo, Japan	$118M	+$9.47M	4	7.81%	Increased
1004	Searchlight Capital Partners New York	$118M	-$152M	1	25.82%	Reduced
1005	Front Barnett Associates Chicago, Illinois	$118M	-$49.2K	4	13.07%	Reduced
1006	North Star Asset Management Neenah, Wisconsin	$117M	+$1.46M	9	7.01%	Increased
1007	Wealthspire Advisors (New York) New York	$117M	+$29.9M	12	2.77%	Increased
1008	EGVF ESA Global Value Fund Grand Cayman, Cayman Islands	$117M	$0	3	89.6%	Maintained
1009	Tidal Investments Milwaukee, Wisconsin	$116M	+$50.5M	12	5.45%	Increased
1010	First American Bank Dundee, Illinois	$116M	+$4.78M	6	7.29%	Increased
1011	Waratah Capital Advisors Toronto, Ontario, Canada	$116M	+$54M	5	2.62%	Increased
1012	Bristlecone Advisors Bellevue, Washington	$115M	-$1.18M	5	17.39%	Reduced
1013	Smith Salley Wealth Management Greensboro, North Carolina	$115M	+$8.16M	5	10.33%	Increased
1014	Kings Point Capital Management Great Neck, New York	$115M	+$1.78M	10	11.32%	Increased
1015	Capital Investment Advisors Atlanta, Georgia	$115M	+$1.19M	7	4.33%	Increased
1016	Dowling & Yahnke San Diego, California	$115M	+$920K	8	7.84%	Increased
1017	Central Securities New York	$115M	+$982K	4	13.07%	Increased
1018	Traynor Capital Management Malvern, Pennsylvania	$114M	+$1.75M	5	18.89%	Increased
1019	Bronte Capital Management Bondi Junction, Australia	$114M	+$56M	2	12.99%	Increased
1020	Twin Capital Management Mcmurray, Pennsylvania	$114M	-$17.7M	8	11.4%	Reduced
1021	SteelPeak Wealth Woodland Hills, California	$114M	+$14M	14	8.96%	Increased
1022	Bank of the West Monterey Park, California	$113M	+$781K	8	12.77%	Increased
1023	Ancora Advisors Cleveland, Ohio	$113M	-$4.79M	14	3.13%	Reduced
1024	Growth Interface Management Orlando, Florida	$113M	+$86.5M	2	14.65%	Increased
1025	Night Owl Capital Management Greenwich, Connecticut	$113M	+$4.07M	3	22.96%	Increased