← 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
1151	BPM Bowling Portfolio Management Cincinnati, Ohio	$26.3M	+$282K	7	4.31%	Increased
1152	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$26.3M	-$226K	2	4.07%	Reduced
1153	Atwood & Palmer Kansas City, Missouri	$26.2M	-$2.5M	6	4.74%	Reduced
1154	Laird Norton Wetherby Wealth Management San Francisco, California	$26.2M	+$1.3M	8	5.81%	Increased
1155	Edge Wealth Management New York	$26M	+$12.2M	10	10.8%	Increased
1156	RSS Rosenblum Silverman Sutton San Francisco, California	$25.9M	+$25.7M	5	12.44%	New
1157	Wexford Capital West Palm Beach, Florida	$25.9M	-$6.5M	8	4.5%	Reduced
1158	SRFM Shannon River Fund Management New York	$25.8M	+$10.1M	2	6.46%	Increased
1159	Edgar Lomax Company Kingstowne, Virginia	$25.8M	+$1.25M	1	1.62%	Increased
1160	Chartwell Investment Partners Berywn, Pennsylvania	$25.7M	+$3.47M	3	0.46%	Increased
1161	IAM Integre Asset Management New York	$25.7M	+$4.94M	5	8.93%	Increased
1162	AWCI Alpine Woods Capital Investors Purchase, New York	$25.7M	+$13.7M	5	1.54%	Increased
1163	First Midwest Bank Trust Division Joliet, Illinois	$25.6M	+$54.2K	7	3.16%	Increased
1164	Ensemble Capital Management San Francisco, California	$25.6M	+$947K	2	7.43%	Increased
1165	Sunriver Management Greenwich, Connecticut	$25.6M	+$14M	1	7.93%	Increased
1166	Meag Munich Ergo Munich, Germany	$25.6M	-$23.3M	3	2.32%	Reduced
1167	BAM Burnham Asset Management New York	$25.5M	-$2.19M	5	7.11%	Reduced
1168	SD Sumway Development Shanghai, China	$25.5M	$0	1	13.1%	Maintained
1169	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$25.5M	-$309K	2	8.75%	Reduced
1170	Alerus Financial Grand Forks, North Dakota	$25.4M	+$25.9M	4	4.25%	New
1171	First National Trust Hermitage, Pennsylvania	$25.4M	-$238K	6	3.9%	Reduced
1172	Fiduciary Group Savannah, Georgia	$25.3M	-$1.77M	6	7.03%	Reduced
1173	EDRE Edmond de Rothschild (Europe) Luxembourg	$25.3M	+$2.87M	7	12.69%	Increased
1174	Next Century Growth Investors Plymouth, Minnesota	$25.3M	-$912K	5	1.18%	Reduced
1175	Van Cleef Asset Management Beachwood, Ohio	$25.2M	+$2.05M	5	8.69%	Increased