← 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	Alpha Wave Global New York	$44.5M	-$11.3M	2	11.08%	Reduced
1077	Tokio Marine Asset Management Tokyo, Japan	$44.4M	-$5.06M	7	6.69%	Reduced
1078	Capital Investment Advisors Atlanta, Georgia	$44.4M	+$494K	7	3.05%	Increased
1079	BA Birinyi Associates Westport, Connecticut	$44.2M	+$2.22M	6	21.03%	Increased
1080	JCM Jag Capital Management St Louis, Missouri	$44.2M	-$6.19M	7	8.29%	Reduced
1081	LRPA L. Roy Papp & Associates Phoenix, Arizona	$44.1M	-$810K	6	9.54%	Reduced
1082	Godsey & Gibb Inc Richmond, Virginia	$44M	-$3.02M	4	7.51%	Reduced
1083	CCM Cobalt Capital Management Short Hills, New Jersey	$43.8M	+$993K	3	6.01%	Increased
1084	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$43.8M	-$744K	10	3.59%	Reduced
1085	ETrade Capital Management Arlington, Virginia	$43.8M	+$1.87M	10	1.56%	Increased
1086	Guardian Capital (Canada) Toronto, Ontario, Canada	$43.7M	+$1.03M	5	0.65%	Increased
1087	Ensemble Capital Management San Francisco, California	$43.6M	+$4.89M	4	9.15%	Increased
1088	VIA Virtus Investment Advisers Hartford, Connecticut	$43.5M	-$5.63M	10	4.57%	Reduced
1089	JCM Jafra Capital Management New York	$43.5M	+$2.74M	6	16.19%	Increased
1090	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$43.3M	$0	6	6.49%	Maintained
1091	Palisade Asset Management Minneapolis, Minnesota	$43.2M	+$837K	5	7.86%	Increased
1092	Telemus Capital Southfield, Michigan	$43.1M	-$3.69M	7	4.9%	Reduced
1093	HCM Harvey Capital Management Palm Beach, Florida	$43.1M	+$3.08M	8	17.4%	Increased
1094	Country Club Trust Kansas City, Missouri	$43.1M	-$3.03M	6	5.91%	Reduced
1095	TM Tikvah Management Charlotte, North Carolina	$43.1M	$0	3	18.26%	Maintained
1096	InterOcean Capital Chicago, Illinois	$43M	+$2.97M	4	6.4%	Increased
1097	Thomasville National Bank Thomasville, Georgia	$42.9M	+$160K	6	7.12%	Increased
1098	Matrix Asset Advisors White Plains, New York	$42.9M	+$6.28K	3	7.06%	Increased
1099	Lockheed Martin Investment Management Bethesda, Maryland	$42.9M	+$4.44M	9	2.27%	Increased
1100	Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$42.7M	-$10.9M	7	2.77%	Reduced