← 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	BPM Blue Pool Management Causeway Bay, Hong Kong	$48.8M	+$5.13M	3	21.75%	Increased
1127	Engineers Gate Manager New York	$48.8M	+$26.6M	12	3.25%	Increased
1128	CU CDAM (UK) London, United Kingdom	$48.8M	-$23.6M	1	12.92%	Reduced
1129	SAM Symphony Asset Management San Francisco, California	$48.7M	-$8.28M	6	6.26%	Reduced
1130	Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$48.6M	-$1.31M	7	2.99%	Reduced
1131	Smith Salley Wealth Management Greensboro, North Carolina	$48.6M	+$2.87M	5	8.71%	Increased
1132	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$48.6M	-$762K	6	7.19%	Reduced
1133	Chas P. Smith & Associates (CPS) Lakeland, Florida	$48.6M	-$992K	5	6.75%	Reduced
1134	Capital Investment Advisors Atlanta, Georgia	$48.5M	+$1.54M	8	3.16%	Increased
1135	Palisade Asset Management Minneapolis, Minnesota	$48.4M	+$1.4M	5	7.32%	Increased
1136	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$48.4M	-$170K	3	5.32%	Reduced
1137	AJ Ashburton (Jersey) St Helier, Jersey	$48.4M	+$1.55M	5	20.06%	Increased
1138	Capstone Investment Advisors New York	$48.4M	+$45.4M	7	0.92%	Increased
1139	RI Redwood Investments Boston, Massachusetts	$48.3M	-$693K	3	3.45%	Reduced
1140	SC Stralem & Co New York	$48.2M	-$6.92M	3	9.58%	Reduced
1141	Churchill Management Los Angeles, California	$48.2M	-$18.3M	4	1.4%	Reduced
1142	Eagle Ridge Investment Management Stamford, Connecticut	$48.2M	+$420K	6	7.44%	Increased
1143	CPH C Partners Holding Zurich, Switzerland	$48M	-$3.39M	7	20.1%	Reduced
1144	CAPTRUST Financial Advisors Raleigh, North Carolina	$47.8M	+$2.33M	14	2.96%	Increased
1145	Greystone Managed Investments Regina, Saskatchewan, Canada	$47.8M	-$3.32M	3	2.04%	Reduced
1146	Advisor Partners Walnut Creek, California	$47.7M	+$1.71M	10	8.84%	Increased
1147	Penn Davis McFarland Dallas, Texas	$47.5M	-$291K	2	14.5%	Reduced
1148	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$47.4M	+$42.6M	5	3.57%	Increased
1149	First National Trust Hermitage, Pennsylvania	$47.4M	-$433K	6	5.4%	Reduced
1150	BFO Boston Family Office Boston, Massachusetts	$47.3M	-$1.55M	6	5.4%	Reduced