← 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	Amica Mutual Insurance Providence, Rhode Island	$135M	-$6.05M	4	15.82%	Reduced
1002	ACR Alpine Capital Research St. Louis, Missouri	$135M	+$32.7M	2	6.69%	Increased
1003	Parthenon LLC Louisville, Kentucky	$134M	-$677K	6	19.43%	Reduced
1004	Hoey Investments Coatesville, Pennsylvania	$134M	+$18.9M	11	36.32%	Increased
1005	Majedie Asset Management London, United Kingdom	$134M	-$8.37M	4	10.96%	Reduced
1006	Sequoia Financial Advisors Akron, Ohio	$134M	+$10.9M	10	3.34%	Increased
1007	Washington Trust Advisors Wellesley, Massachusetts	$134M	-$110K	18	9.48%	Reduced
1008	Central Securities New York	$133M	$0	3	14.14%	Maintained
1009	Blackstone Inc New York	$132M	+$67.2M	3	0.34%	Increased
1010	AP Archon Partners Princeton Junction, New Jersey	$132M	-$10.1M	5	17.5%	Reduced
1011	D.J. St. Germain Springfield, Massachusetts	$132M	-$1.88M	6	7.42%	Reduced
1012	GMT Capital Atlanta, Georgia	$132M	+$4.92M	5	8.28%	Increased
1013	Lincoln National Corp Radnor, Pennsylvania	$132M	+$8.13M	13	2.72%	Increased
1014	Cumberland Partners Toronto, Ontario, Canada	$131M	-$1.42M	4	9.93%	Reduced
1015	Provident Investment Management Novi, Michigan	$131M	+$659K	4	12.56%	Increased
1016	CSNH Crow's Nest Holdings Richmond, Virginia	$131M	+$101M	3	33.08%	Increased
1017	Levin Capital Strategies New York	$131M	+$7.08M	5	12.64%	Increased
1018	O'Shares Investment Advisers Boston, Massachusetts	$131M	-$18.7M	12	10.34%	Reduced
1019	LGT Fund Management Vaduz, Liechtenstein	$131M	+$84.5M	9	17.4%	Increased
1020	Oslo Pensjonsforsikring Oslo,	$130M	-$95M	3	24.88%	Reduced
1021	Donaldson Capital Management Evansville, Indiana	$130M	-$702K	5	5.91%	Reduced
1022	NWAM LLC Mercer Island, Washington	$130M	+$2.85M	8	9.96%	Increased
1023	SIM SW Investment Management Telluride, Colorado	$129M	+$14.6M	2	45.3%	Increased
1024	Chas P. Smith & Associates (CPS) Lakeland, Florida	$129M	+$5.4M	6	9.74%	Increased
1025	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$128M	+$5.48M	11	14.21%	Increased