← 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	Northeast Financial Consultants Westport, Connecticut	$118M	+$1.19M	8	7.95%	Increased
1077	Compass Capital Management Minneapolis, Minnesota	$118M	-$1.8M	2	9.01%	Reduced
1078	Caxton Associates (New York) New York	$118M	-$153M	8	12.91%	Reduced
1079	JC JBF Capital Aspen, Colorado	$118M	$0	3	27.23%	Maintained
1080	JTC Employer Solutions Trustee St Helier, Jersey	$118M	+$113M	10	17.34%	New
1081	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$117M	+$37.1M	8	5.76%	Increased
1082	Summit Trail Advisors New York	$117M	-$5.33M	8	10.27%	Reduced
1083	Dock Street Asset Management Palm Beach, Florida	$117M	-$7.33M	5	21.8%	Reduced
1084	Horiko Capital Management New York	$117M	+$18.5M	4	43.91%	Increased
1085	Partners Capital Investment Group Boston, Massachusetts	$117M	-$21.8M	4	5.21%	Reduced
1086	Ethic Inc New York	$117M	+$30.1M	15	14.13%	Increased
1087	MAM Mastrapasqua Asset Management Nashville, Tennessee	$116M	-$22.9K	6	12.3%	Reduced
1088	Everence Capital Management Goshen, Indiana	$116M	$0	9	9.52%	Maintained
1089	Donaldson Capital Management Evansville, Indiana	$115M	+$1.04M	5	5.88%	Increased
1090	Sepio Capital Salt Lake City, Utah	$115M	+$3.05M	11	9.45%	Increased
1091	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$115M	$0	3	0.99%	Maintained
1092	Bragg Financial Advisors Charlotte, North Carolina	$114M	+$1.54M	8	7.31%	Increased
1093	BFO Boston Family Office Boston, Massachusetts	$114M	+$84.1K	6	8.16%	Increased
1094	Southeastern Asset Management Memphis, Tennessee	$114M	+$32.6M	1	2.3%	Increased
1095	Middleton & Co Boston, Massachusetts	$114M	-$7.83M	6	12.38%	Reduced
1096	BCH Berkshire Capital Holdings San Jose, California	$114M	+$42.3M	7	13.37%	Increased
1097	Jones Financial Companies Des Peres, Missouri	$114M	-$3.28M	7	0.18%	Reduced
1098	Burleson & Co Petaluma, California	$114M	+$659K	12	16.66%	Increased
1099	Criteria Caixa Barcelona, Spain	$114M	+$7.4M	4	16.32%	Increased
1100	ARS Investment Partners New York	$114M	+$885K	7	11.57%	Increased