← 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	Sowell Financial Services North Little Rock, Arkansas	$175M	+$3.13M	11	7.14%	Increased
1102	Central Securities New York	$175M	+$4.13M	3	15.46%	Increased
1103	SPC Stony Point Capital New York	$175M	+$58.5M	3	13.26%	Increased
1104	GC Gobi Capital San Francisco, California	$175M	-$47.5M	1	8.65%	Reduced
1105	GAMCO Investors Greenwich, Connecticut	$175M	+$3.06M	11	1.73%	Increased
1106	Cullen Capital Management New York	$174M	-$6.98M	6	1.99%	Reduced
1107	Vancity Investment Management Vancouver, British Columbia, Canada	$174M	-$3.59M	4	22.01%	Reduced
1108	Southpoint Capital Advisors New York	$174M	-$86.9M	1	4.38%	Reduced
1109	Tower Bridge Advisors Conshohocken, Pennsylvania	$174M	-$3.33M	6	18.69%	Reduced
1110	CS Cisco Systems San Jose, California	$173M	$0	1	39.05%	Maintained
1111	Waters Parkerson & Co New Orleans, Louisiana	$173M	+$497K	6	8.65%	Increased
1112	D.J. St. Germain Springfield, Massachusetts	$173M	+$13.4M	14	7.48%	Increased
1113	SCA Sander Capital Advisors Seattle, Washington	$173M	+$1.13M	4	78.7%	Increased
1114	GAMMA Investing Foster City, California	$172M	+$23M	26	10.9%	Increased
1115	Compass Capital Management Minneapolis, Minnesota	$172M	+$25.2M	3	9.22%	Increased
1116	AP Archon Partners Princeton Junction, New Jersey	$172M	-$12M	4	19.84%	Reduced
1117	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$172M	+$143M	10	3.75%	Increased
1118	DNCA Finance Paris, France	$172M	+$14.4M	6	13.12%	Increased
1119	TCM Trybe Capital Management Greenwich, Connecticut	$172M	+$11.2M	4	36.01%	Increased
1120	GC Wealth Management RIA Cambridge, Massachusetts	$171M	+$95.3M	11	13.96%	Increased
1121	KMG Fiduciary Partners Toledo, Ohio	$171M	+$3.79M	8	12.66%	Increased
1122	Donaldson Capital Management Evansville, Indiana	$170M	-$2.46M	6	6.25%	Reduced
1123	Greenwoods Asset Management (HK) Hong Kong	$170M	-$25.8M	4	5.92%	Reduced
1124	Frank Rimerman Advisors Palo Alto, California	$169M	-$881K	13	11.37%	Reduced
1125	MCI McDonald Capital Investors Orinda, California	$168M	-$4.52M	3	10.57%	Reduced