← 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	Capital Investment Advisors Atlanta, Georgia	$54.6M	-$951K	8	3.19%	Reduced
1127	Chas P. Smith & Associates (CPS) Lakeland, Florida	$54.6M	-$1.08M	5	6.69%	Reduced
1128	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$54.3M	-$34.2M	12	3.61%	Reduced
1129	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$54.3M	-$466K	7	10.04%	Reduced
1130	PDT Partners New York	$54.3M	-$29.3M	5	3.07%	Reduced
1131	L & S Advisors Los Angeles, California	$54.2M	+$17.9M	9	7.29%	Increased
1132	Osborn Williams & Donohoe Cincinnati, Ohio	$54.1M	+$19.4M	10	5.57%	Increased
1133	Traynor Capital Management Malvern, Pennsylvania	$54.1M	+$1.44M	6	18.11%	Increased
1134	Central Securities New York	$53.8M	$0	3	8.53%	Maintained
1135	Stillwater Capital Advisors Devon, Pennsylvania	$53.7M	-$834K	4	11.7%	Reduced
1136	Smith Salley Wealth Management Greensboro, North Carolina	$53.7M	+$320K	5	8.64%	Increased
1137	BA Birinyi Associates Westport, Connecticut	$53.6M	-$1.07M	5	22.95%	Reduced
1138	Simplicity Solutions Minneapolis, Minnesota	$53.6M	+$9.6M	11	3.2%	Increased
1139	Greystone Managed Investments Regina, Saskatchewan, Canada	$53.5M	-$3.31M	3	3.15%	Reduced
1140	LECM Lead Edge Capital Management New York	$53.5M	+$3.09M	1	68.29%	Increased
1141	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$53.3M	+$186K	10	11.67%	Increased
1142	Schonfeld Strategic Advisors New York	$53.1M	+$29.8M	14	1.84%	Increased
1143	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$53.1M	-$2.74M	6	15.62%	Reduced
1144	Calamos Wealth Management Naperville, Illinois	$52.9M	+$2.58M	5	7.56%	Increased
1145	Weatherly Asset Management Del Mar, California	$52.9M	+$614K	7	10.8%	Increased
1146	Park Presidio Capital San Francisco, California	$52.8M	-$26.9M	1	6.17%	Reduced
1147	SCA Snowden Capital Advisors New York	$52.7M	+$1.5M	8	5.75%	Increased
1148	Signature Estate & Investment Advisors Los Angeles, California	$52.6M	+$1.85M	4	3.54%	Increased
1149	CC Cornerstone Capital Palo Alto, California	$52.6M	-$1.46M	3	8.7%	Reduced
1150	Maple Capital Management Montpelier, Vermont	$52.5M	-$359K	5	12.36%	Reduced