← 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	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$45.6M	+$1.96M	9	11.44%	Increased
1152	MAM Morse Asset Management Darien, Connecticut	$45.4M	-$1.91M	4	16.13%	Reduced
1153	Meag Munich Ergo Munich, Germany	$45.3M	-$108M	9	5.57%	Reduced
1154	Rock Creek Group Washington, District of Columbia	$45.2M	+$21.3M	5	19.54%	Increased
1155	Traynor Capital Management Malvern, Pennsylvania	$45.2M	+$2.3M	5	18.83%	Increased
1156	ARS Investment Partners New York	$45M	-$24.8M	4	9.53%	Reduced
1157	PC PM Capital Sydney, Australia	$45M	+$19.7M	2	9.58%	Increased
1158	Parallel Advisors San Francisco, California	$44.9M	+$7.25M	19	6.26%	Increased
1159	Voya Financial Advisors Windsor, Connecticut	$44.9M	+$639K	7	2.99%	Increased
1160	TPC Tiger Pacific Capital New York	$44.8M	+$40.4M	1	21.25%	Increased
1161	CapWealth Advisors Franklin, Tennessee	$44.7M	+$1.78M	5	7.85%	Increased
1162	Dowling & Yahnke San Diego, California	$44.6M	-$26.6M	7	4.62%	Reduced
1163	Dock Street Asset Management Palm Beach, Florida	$44.6M	+$1.66M	3	17.01%	Increased
1164	PWM Patriot Wealth Management Houston, Texas	$44.5M	-$1.18M	3	6.52%	Reduced
1165	GW Henssler & Associates Kennesaw, Georgia	$44.5M	-$797K	6	4.76%	Reduced
1166	Weatherly Asset Management Del Mar, California	$44.5M	+$1.46M	7	10.53%	Increased
1167	Seven Eight Capital New York	$44.5M	+$18M	8	2.49%	Increased
1168	Grandfield & Dodd New York	$44.4M	-$988K	6	5.26%	Reduced
1169	Kings Point Capital Management Great Neck, New York	$44.4M	+$323K	8	9.91%	Increased
1170	Bronte Capital Management Bondi Junction, Australia	$44.3M	+$45.8M	2	17.68%	New
1171	Miracle Mile Advisors Los Angeles, California	$44.1M	-$9.7M	7	5.2%	Reduced
1172	Alerus Financial Grand Forks, North Dakota	$44M	+$7.85M	4	6.75%	Increased
1173	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$44M	+$1.01M	9	9.16%	Increased
1174	Bristlecone Advisors Bellevue, Washington	$44M	-$92.3K	6	13.2%	Reduced
1175	Iconiq Capital San Francisco, California	$43.8M	-$13.1M	4	6.17%	Reduced