← 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	MC MIG Capital Newport Beach, California	$56.9M	-$10.7M	4	8.07%	Reduced
1077	TAM Tyers Asset Management Austin, Texas	$56.7M	+$246K	6	1.94%	Increased
1078	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$56.6M	-$1.78M	2	26.27%	Reduced
1079	CLC Charles-Lim Capital Central, Hong Kong	$56M	-$59.9M	1	12.71%	Reduced
1080	Estabrook Capital Management New York	$56M	-$644K	9	8.82%	Reduced
1081	Thomasville National Bank Thomasville, Georgia	$55.9M	-$216K	5	9.64%	Reduced
1082	RCM Roystone Capital Management New York	$55.7M	+$17.9M	2	4.85%	Increased
1083	Laird Norton Wetherby Wealth Management San Francisco, California	$55.3M	-$439K	12	7.49%	Reduced
1084	Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$55.3M	+$2.89M	7	3.28%	Increased
1085	Capital Investment Services of America Milwaukee, Wisconsin	$55.2M	-$1.53M	4	8.69%	Reduced
1086	FA FDx Advisors Chicago, Illinois	$55.1M	-$22.2M	12	1.99%	Reduced
1087	MCM Mason Capital Management New York	$54.9M	+$51.5M	1	1.95%	New
1088	Lombard Odier Asset Management (Europe) London, United Kingdom	$54.9M	+$30.5M	10	4.1%	Increased
1089	Berkshire Asset Management Wilkes Barre, Pennsylvania	$54.7M	-$1.86M	6	5.12%	Reduced
1090	Argent Trust Co Nashville, Tennessee	$54.7M	+$32.6M	8	6.67%	Increased
1091	UONDDL University of Notre Dame du Lac South Bend, Indiana	$54.5M	-$10.8M	3	10.55%	Reduced
1092	Ensemble Capital Management San Francisco, California	$54.5M	+$14.4M	3	9.4%	Increased
1093	Advisor Partners Walnut Creek, California	$54.4M	+$2.49M	10	9.2%	Increased
1094	Boothbay Fund Management New York	$54.3M	+$15M	7	4.73%	Increased
1095	C Chescapmanager Baltimore, Maryland	$54.3M	-$2.94M	2	6.28%	Reduced
1096	HoyleCohen San Diego, California	$54.1M	-$86.4K	7	10.92%	Reduced
1097	Sompo Asset Management Tokyo, Japan	$54.1M	-$16.4M	9	12.24%	Reduced
1098	NAH Neumann Advisory (HK) Central, Hong Kong	$54M	$0	2	29.09%	Maintained
1099	Smith Salley Wealth Management Greensboro, North Carolina	$54M	+$1.32M	5	9.24%	Increased
1100	CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$53.7M	-$34.3M	2	2.86%	Reduced