← 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
1126	WA Wintergreen Advisers Mount Olive, New Jersey	$27.9M	$0	2	10.36%	Maintained
1127	Greystone Managed Investments Regina, Saskatchewan, Canada	$27.8M	-$693K	2	1.13%	Reduced
1128	HighTower Trust Houston, Texas	$27.7M	+$9.09M	4	2.96%	Increased
1129	CCM Century Capital Management Boston, Massachusetts	$27.7M	$0	4	3.06%	Maintained
1130	Wealthfront Palo Alto, California	$27.7M	+$997K	7	0.76%	Increased
1131	GIM Greystone Investment Management Cincinnati, Ohio	$27.6M	-$195K	4	12.45%	Reduced
1132	WCP Welch Capital Partners Harrison, New York	$27.5M	+$5.97M	3	9.92%	Increased
1133	Berkshire Asset Management Wilkes Barre, Pennsylvania	$27.5M	+$5.64M	6	4.18%	Increased
1134	Sylebra Capital (HK) Hong Kong	$27.4M	+$1.11M	1	2.57%	Increased
1135	HCM Harvey Capital Management Palm Beach, Florida	$27.4M	-$106K	6	13.72%	Reduced
1136	AS AIA (Singapore) Singapore	$27.3M	+$6.26M	1	12.5%	Increased
1137	Donaldson Capital Management Evansville, Indiana	$27.3M	+$863K	4	3.78%	Increased
1138	CCT Chemung Canal Trust Elmira, New York	$27.2M	+$2.2M	5	6.46%	Increased
1139	Summit Partners Public Asset Management Boston, Massachusetts	$27.2M	-$11.4M	1	4.94%	Reduced
1140	Pittenger & Anderson Inc Lincoin, Nebraska	$27.2M	+$1.21M	7	3%	Increased
1141	CPWM LLC Seattle, Washington	$27.1M	-$1.51M	6	6.05%	Reduced
1142	MIM Manitou Investment Management Toronto, Ontario, Canada	$27.1M	+$2.85M	2	8.59%	Increased
1143	MVP Miller Value Partners Sarasota, Florida	$27M	-$27.1M	2	1.21%	Reduced
1144	JCM JS Capital Management New York	$27M	-$4.35M	2	5.21%	Reduced
1145	LIM Lagoda Investment Management New York	$26.9M	+$65.3K	2	10.02%	Increased
1146	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$26.8M	+$3.84M	2	6.01%	Increased
1147	Everence Capital Management Goshen, Indiana	$26.7M	+$2.13M	6	8.19%	Increased
1148	Webster Bank Waterbury, Connecticut	$26.6M	-$129K	7	3.9%	Reduced
1149	Lee, Danner & Bass Nashville, Tennessee	$26.6M	+$935K	7	3.22%	Increased
1150	Chas P. Smith & Associates (CPS) Lakeland, Florida	$26.5M	-$477K	4	4.46%	Reduced