← 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
1101	BCM Barometer Capital Management Toronto, Ontario, Canada	$33.3M	+$16.3M	4	3.71%	Increased
1102	BA Birinyi Associates Westport, Connecticut	$33.1M	-$13.2M	5	17.88%	Reduced
1103	Grimes & Company Westborough, Massachusetts	$32.9M	-$1.26M	7	4.41%	Reduced
1104	JC JBF Capital Aspen, Colorado	$32.9M	+$9.8M	3	4.16%	Increased
1105	Freestone Capital Holdings Seattle, Washington	$32.9M	-$5.28M	6	3.01%	Reduced
1106	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$32.8M	-$3.16M	9	4.42%	Reduced
1107	BFO Boston Family Office Boston, Massachusetts	$32.8M	-$62.9K	7	4.25%	Reduced
1108	Nichols & Pratt Advisers Boston, Massachusetts	$32.7M	+$1.21M	5	3%	Increased
1109	Capital Investment Advisors Atlanta, Georgia	$32.7M	+$211K	6	2.88%	Increased
1110	CCM Century Capital Management Boston, Massachusetts	$32.6M	+$1.01M	4	4.02%	Increased
1111	CG Cutler Group San Francisco, California	$32.6M	-$10.9M	15	1.46%	Reduced
1112	Greenwich Wealth Management Greenwich, Connecticut	$32.6M	+$5.34M	6	5.76%	Increased
1113	Ledyard National Bank	$32.4M	-$665K	8	5.79%	Reduced
1114	CIP Champlain Investment Partners Burlington, Vermont	$32.4M	+$32.7M	1	0.49%	New
1115	RCM Roystone Capital Management New York	$32.3M	-$32.2M	2	1.96%	Reduced
1116	Valley Wealth Managers Paramus, New Jersey	$32.3M	+$369K	7	4.75%	Increased
1117	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$32.3M	+$7.22M	5	10.32%	Increased
1118	Stephens Inc Little Rock, Arkansas	$32.3M	-$605K	6	1.41%	Reduced
1119	BlueCrest Capital Management St Helier, Jersey	$32.2M	+$13.6M	8	1.02%	Increased
1120	Stewart & Patten Company Lafayette, California	$32.1M	-$254K	5	6.28%	Reduced
1121	KFS Kurt F. Somerville	$32.1M	+$951K	5	7%	Increased
1122	Sunriver Management Greenwich, Connecticut	$32M	+$2.69M	1	9.69%	Increased
1123	FCM Firsthand Capital Management San Jose, California	$32M	+$15.6M	6	29.4%	Increased
1124	Calamos Wealth Management Naperville, Illinois	$31.8M	-$1.15M	4	5.44%	Reduced
1125	Kanawha Capital Management Richmond, Virginia	$31.8M	+$27.8K	5	5.34%	Increased