← 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
1051	E.S. Barr & Co Lexington, Kentucky	$33.5M	+$269K	5	4.09%	Increased
1052	Destination Wealth Management Walnut Creek, California	$33.5M	+$16.9M	6	3.21%	Increased
1053	Laurion Capital Management New York	$33.4M	+$31M	2	0.31%	Increased
1054	Cacti Asset Management Atlanta, Georgia	$33.3M	+$519K	3	3.58%	Increased
1055	RSCM Rail-Splitter Capital Management Chicago, Illinois	$33.3M	+$3.46M	2	7.88%	Increased
1056	OAM Oxford Asset Management Oxford, United Kingdom	$33.3M	+$10.5M	6	0.79%	Increased
1057	Jay A. Fishman Ltd Troy, Michigan	$33.3M	-$1.3M	3	8.11%	Reduced
1058	LHC Levy Harkins & Co New York	$33.3M	-$661K	2	14.69%	Reduced
1059	NBT Bank Norwich, New York	$33.3M	+$117K	6	5.95%	Increased
1060	Boston Common Asset Management Boston, Massachusetts	$33.2M	-$981K	6	1.87%	Reduced
1061	Cookson Peirce & Co Pittsburgh, Pennsylvania	$33.2M	+$14.3M	2	5.01%	Increased
1062	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$33.1M	+$2.47M	6	6.52%	Increased
1063	TGI Tradewinds Global Investors Los Angeles, California	$33.1M	-$17.3M	4	1.94%	Reduced
1064	CA Cornerstone Advisors Asheville, North Carolina	$33M	+$14.7M	5	7.66%	Increased
1065	Majedie Asset Management London, United Kingdom	$33M	+$11.4M	3	4.56%	Increased
1066	NRC North Run Capital Boston, Massachusetts	$32.9M	+$38.4M	1	3.88%	New
1067	Sandy Spring Bank Olney, Maryland	$32.8M	+$330K	11	3.84%	Increased
1068	PIM Profit Investment Management North Bethesda, Maryland	$32.8M	-$32.9M	7	10.38%	Reduced
1069	Carret Asset Management New York	$32.8M	-$1.64M	6	6.99%	Reduced
1070	Valley Wealth Managers Paramus, New Jersey	$32.8M	-$1.84M	3	5.88%	Reduced
1071	Deltec Asset Management New York	$32.5M	-$3.85M	3	8.28%	Reduced
1072	Adell Harriman & Carpenter Houston, Texas	$32.5M	+$2.8M	7	8.74%	Increased
1073	Palisade Asset Management Minneapolis, Minnesota	$32.4M	+$4.45M	4	6.95%	Increased
1074	Donaldson Capital Management Evansville, Indiana	$32.4M	-$652K	4	4.73%	Reduced
1075	Water Island Capital New York	$32.3M	+$31.4M	2	1.73%	Increased