← 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	BFO Boston Family Office Boston, Massachusetts	$121M	-$2.14M	6	9.28%	Reduced
1052	MC Montag & Caldwell Atlanta, Georgia	$121M	-$922K	5	14.76%	Reduced
1053	ONGA O'Neil Global Advisors Los Angeles, California	$121M	+$81.9M	6	25.03%	Increased
1054	FA FDx Advisors Chicago, Illinois	$120M	-$173M	11	6.58%	Reduced
1055	Exchange Traded Concepts Oklahoma City, Oklahoma	$120M	+$328K	21	2.95%	Increased
1056	AC Alfreton Capital Radlett, Hertfordshire, United Kingdom	$120M	-$23.2M	2	56.27%	Reduced
1057	Provident Investment Management Novi, Michigan	$119M	-$7M	5	12.62%	Reduced
1058	ALPS Advisors Denver, Colorado	$119M	-$16.5M	16	1.03%	Reduced
1059	SH SeaTown Holdings Singapore	$118M	-$48.7M	3	18.37%	Reduced
1060	Hemenway Trust Hemenway Trust Salem, New Hampshire	$118M	-$1.46M	7	11.58%	Reduced
1061	Caprock Group Boise, Idaho	$118M	+$207K	11	8.66%	Increased
1062	Picton Mahoney Asset Management Toronto, Ontario, Canada	$118M	+$4.35M	8	5.08%	Increased
1063	JTC Employer Solutions Trustee St Helier, Jersey	$118M	+$82.6M	13	11.2%	Increased
1064	MCI McDonald Capital Investors Orinda, California	$117M	-$2.99M	3	8.76%	Reduced
1065	Insight Holdings Group New York	$117M	+$27.7M	3	2.7%	Increased
1066	Cullen Capital Management New York	$117M	-$2.04M	4	1.04%	Reduced
1067	Levin Capital Strategies New York	$117M	-$1.68M	6	13.24%	Reduced
1068	Central Securities New York	$116M	+$571K	3	13.85%	Increased
1069	Stonebridge Capital Advisors St Paul, Minnesota	$116M	+$7.49M	15	12.36%	Increased
1070	Twin Tree Management Dallas, Texas	$116M	+$29.5M	6	0.18%	Increased
1071	Dock Street Asset Management Palm Beach, Florida	$116M	+$856K	4	19.99%	Increased
1072	Waters Parkerson & Co New Orleans, Louisiana	$116M	-$1.3M	6	6.55%	Reduced
1073	Richard Bernstein Advisors New York	$116M	-$14.9M	4	2.45%	Reduced
1074	Renaissance Group Covington, Kentucky	$116M	-$3.67M	7	5%	Reduced
1075	C Chescapmanager Baltimore, Maryland	$116M	+$3.25M	4	18%	Increased