← 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
1026	Payden & Rygel Los Angeles, California	$38.6M	+$3.19M	5	3.87%	Increased
1027	Godsey & Gibb Inc Richmond, Virginia	$38.6M	+$55.5K	4	6.9%	Increased
1028	Bailard Foster City, California	$38.4M	+$11M	6	3.55%	Increased
1029	Choate Investment Advisors Boston, Massachusetts	$38.2M	+$698K	7	2.5%	Increased
1030	GAMCO Investors Greenwich, Connecticut	$38.2M	-$19.5M	7	0.25%	Reduced
1031	Destination Wealth Management Walnut Creek, California	$38.2M	+$1.08M	7	2.95%	Increased
1032	Baskin Financial Services Toronto, Ontario, Canada	$38.1M	+$178K	3	9.99%	Increased
1033	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$38M	+$205K	6	6.67%	Increased
1034	Simplex Trading Chicago, Illinois	$38M	+$28.1M	9	2.57%	Increased
1035	ARS Investment Partners New York	$37.9M	+$2.38M	5	8.31%	Increased
1036	Stock Yards Bank & Trust Louisville, Kentucky	$37.9M	-$714K	6	5.15%	Reduced
1037	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$37.9M	-$832K	8	2.66%	Reduced
1038	Allstate Corporation Northbrook, Illinois	$37.8M	-$16.9M	6	2.66%	Reduced
1039	Greystone Managed Investments Regina, Saskatchewan, Canada	$37.7M	+$5.69M	3	1.69%	Increased
1040	GLG Partners London, United Kingdom	$37.6M	+$28.6M	5	1.16%	Increased
1041	Roffman Miller Associates Philadelphia, Pennsylvania	$37.6M	+$422K	3	6.08%	Increased
1042	Sylebra Capital (HK) Hong Kong	$37.5M	+$1.02M	2	3.3%	Increased
1043	SIG Schaller Investment Group Winston Salem, North Carolina	$37.5M	-$2.63M	4	28.23%	Reduced
1044	AWCI Alpine Woods Capital Investors Purchase, New York	$37.3M	+$204K	5	2.06%	Increased
1045	Dearborn Partners Chicago, Illinois	$37.3M	+$5.42M	6	3.15%	Increased
1046	DP DSAM Partners London, United Kingdom	$37.1M	+$2.74M	3	8.14%	Increased
1047	Adell Harriman & Carpenter Houston, Texas	$37.1M	+$830K	7	9.4%	Increased
1048	Aviance Capital Management Sarasota, Florida	$37M	-$3.87M	5	1.03%	Reduced
1049	Mariner Overland Park, Kansas	$36.9M	+$268K	8	1.78%	Increased
1050	CCM Cadence Capital Management Boston, Massachusetts	$36.9M	-$2.22M	9	2.69%	Reduced