← 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	Grandfield & Dodd New York	$40.7M	-$2.13M	7	4.57%	Reduced
1127	CCM Investment Advisers Columbia, South Carolina	$40.6M	-$1.78M	5	7.82%	Reduced
1128	Alpha Cubed Investments Irvine, California	$40.6M	+$3.92M	8	6.12%	Increased
1129	CapWealth Advisors Franklin, Tennessee	$40.4M	+$617K	6	7.77%	Increased
1130	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$40.4M	-$4.48M	7	5.18%	Reduced
1131	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$40.3M	-$324K	3	4.54%	Reduced
1132	Berkshire Asset Management Wilkes Barre, Pennsylvania	$40.3M	-$197K	6	4.49%	Reduced
1133	HighTower Trust Houston, Texas	$40.2M	-$6.24M	3	4.82%	Reduced
1134	Cumberland Partners Toronto, Ontario, Canada	$40.2M	-$397K	2	5.41%	Reduced
1135	Aureus Asset Management Boston, Massachusetts	$40.1M	+$2.99M	5	6.34%	Increased
1136	Valley Wealth Managers Paramus, New Jersey	$40.1M	-$239K	6	5.04%	Reduced
1137	Patten & Patten Chattanooga, Tennessee	$40M	+$525K	7	4.21%	Increased
1138	Starboard Value New York	$39.8M	-$148M	1	1.07%	Reduced
1139	Eagle Global Advisors Houston, Texas	$39.7M	-$417K	6	1.2%	Reduced
1140	Dubuque Bank & Trust Dubuque, Iowa	$39.7M	+$3.07M	7	6.54%	Increased
1141	KIP Kayak Investment Partners San Francisco, California	$39.5M	-$2.02M	3	20.15%	Reduced
1142	Boothbay Fund Management New York	$39.5M	+$6.43M	9	6.56%	Increased
1143	RSS Rosenblum Silverman Sutton San Francisco, California	$39.3M	-$37.9K	5	14.92%	Reduced
1144	Bank Pictet & Cie (Asia) Singapore	$39.1M	+$309K	4	18.47%	Increased
1145	LHC Levy Harkins & Co New York	$39.1M	+$974K	2	12.87%	Increased
1146	Bar Harbor Wealth Management Concord, New Hampshire	$38.9M	-$1.24M	7	4.71%	Reduced
1147	1ST Source Bank South Bend, Indiana	$38.9M	-$1.46M	6	3.24%	Reduced
1148	Global X Management Company New York	$38.8M	+$4.63M	12	1.05%	Increased
1149	Miller Howard Investments Kingston, New York	$38.8M	-$1.04M	2	0.8%	Reduced
1150	Stillwater Capital Advisors Devon, Pennsylvania	$38.8M	-$45.8K	4	10.04%	Reduced