← 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	Smith Salley Wealth Management Greensboro, North Carolina	$137M	+$4.57M	5	11.12%	Increased
1002	CC Cornerstone Capital Palo Alto, California	$137M	-$103K	4	15.58%	Reduced
1003	FAB First American Bank Dundee, Illinois	$137M	+$3.52M	6	7.99%	Increased
1004	Richard Bernstein Advisors New York	$137M	$0	7	2.84%	Maintained
1005	CDH Charles D. Hyman	$137M	+$2M	7	9.58%	Increased
1006	Levin Capital Strategies New York	$137M	-$15.7M	5	13.97%	Reduced
1007	Traynor Capital Management Malvern, Pennsylvania	$137M	+$2.73M	5	19.08%	Increased
1008	North Star Asset Management Neenah, Wisconsin	$136M	+$1.33M	9	7.52%	Increased
1009	Front Barnett Associates Chicago, Illinois	$136M	-$1.01M	4	13.81%	Reduced
1010	TD Private Client Wealth New York	$135M	-$1.04M	15	5.78%	Reduced
1011	Beacon Pointe Advisors Newport Beach, California	$135M	+$72.6M	11	4.78%	Increased
1012	Capstone Investment Advisors New York	$135M	-$43.2M	9	0.3%	Reduced
1013	Capital Investment Services of America Milwaukee, Wisconsin	$135M	-$2.07M	5	12.84%	Reduced
1014	Central Securities New York	$135M	+$3.55M	4	13.86%	Increased
1015	AA Ancient Art Austin, Texas	$134M	+$66.7M	2	12.56%	Increased
1016	Bristlecone Advisors Bellevue, Washington	$134M	+$2.35M	5	18.18%	Increased
1017	CA Cullinan Associates Louisville, Kentucky	$134M	+$13.3M	7	7.49%	Increased
1018	Destination Wealth Management Walnut Creek, California	$133M	-$3.32M	7	5.15%	Reduced
1019	Capital Investment Advisors Atlanta, Georgia	$133M	+$901K	7	4.58%	Increased
1020	Avantax Advisory Services Dallas, Texas	$133M	+$9.7M	14	2.41%	Increased
1021	SteelPeak Wealth Woodland Hills, California	$133M	+$3.23M	15	9.28%	Increased
1022	IG Ithaka Group Arlington, Virginia	$133M	-$2.07M	4	16.09%	Reduced
1023	ATI Act Two Investors Santa Cruz, California	$133M	+$2.9M	4	25.93%	Increased
1024	Dowling & Yahnke San Diego, California	$133M	+$1.56M	7	7.62%	Increased
1025	Zweig-DiMenna Associates New York	$133M	-$19.2M	5	7.98%	Reduced