← 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
1076	BOK Bank of Kentucky Crestview Hills,, Kentucky	$24.6M	-$30.3K	3	5.32%	Reduced
1077	LAM Lapides Asset Management Greenwich, Connecticut	$24.6M	+$2.36M	1	3.32%	Increased
1078	Trust Company of Vermont Brattleboro, Vermont	$24.5M	+$1.14M	8	3.58%	Increased
1079	SMI Shelter Mutual Insurance Columbia, Missouri	$24.4M	$0	2	6.57%	Maintained
1080	Carnegie Investment Counsel Pepper Pike, Ohio	$24.4M	+$710K	5	4.58%	Increased
1081	RI Redwood Investments Boston, Massachusetts	$24.2M	+$2.28M	3	3.65%	Increased
1082	ZA Zweig Advisers Hartford, Connecticut	$24.1M	-$8.13M	2	3.31%	Reduced
1083	Donaldson Capital Management Evansville, Indiana	$24.1M	+$1.91M	4	3.6%	Increased
1084	CCC Chelsea Counsel Company Los Angeles, California	$24.1M	+$354K	4	4.95%	Increased
1085	PAM PartnerRe Asset Management Greenwich, Connecticut	$24M	+$3.35M	8	3.92%	Increased
1086	HHC Hutchin Hill Capital New York	$24M	+$4.55M	8	0.86%	Increased
1087	Bank of Hawaii Honolulu, Hawaii	$24M	-$426K	4	2.24%	Reduced
1088	Evergreen Capital Management Bellevue, Washington	$23.9M	-$225K	4	4.71%	Reduced
1089	Strategy Asset Managers Pasadena, California	$23.9M	-$464K	3	5.02%	Reduced
1090	FA FDx Advisors Chicago, Illinois	$23.9M	+$687K	8	1.45%	Increased
1091	AGM Alpine Global Management New York	$23.8M	+$21.6M	7	4.26%	Increased
1092	Stock Yards Bank & Trust Louisville, Kentucky	$23.8M	+$317K	4	3.38%	Increased
1093	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$23.8M	-$19.2M	2	4.32%	Reduced
1094	MCM Mazama Capital Management Portland, Oregon	$23.8M	+$3.54M	5	5.46%	Increased
1095	Advisory Research Chicago, Illinois	$23.7M	-$19.4M	2	0.25%	Reduced
1096	Montag & Associates Atlanta, Georgia	$23.7M	+$1.75M	4	3.57%	Increased
1097	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$23.7M	-$1.42M	5	6.2%	Reduced
1098	FineMark National Bank & Trust Fort Myers, Florida	$23.6M	+$1.47M	8	3.48%	Increased
1099	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$23.6M	-$668K	1	6.49%	Reduced
1100	Bragg Financial Advisors Charlotte, North Carolina	$23.6M	-$163K	6	5.72%	Reduced