← 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	EARNEST Partners Atlanta, Georgia	$76.1M	+$5.91M	15	0.66%	Increased
1152	JW Asset Management Miami Beach, Florida	$76M	$0	1	43.93%	Maintained
1153	Dearborn Partners Chicago, Illinois	$75.9M	-$200K	6	3.78%	Reduced
1154	Guinness Asset Management London, United Kingdom	$75.9M	+$3.52M	4	7.95%	Increased
1155	B. Riley Wealth Management Memphis, Tennessee	$75.8M	+$12.4M	10	8.95%	Increased
1156	Grandfield & Dodd New York	$75.7M	-$1.72M	6	6.82%	Reduced
1157	James Investment Research Alpha, Ohio	$75.7M	+$17.1M	7	6.99%	Increased
1158	Beacon Investment Advisory Services Morristown, New Jersey	$75.6M	-$135K	8	3.93%	Reduced
1159	Two Creeks Capital Management New York	$75.6M	-$15.6M	1	4.94%	Reduced
1160	Caprock Group Boise, Idaho	$75.6M	+$5.21M	11	10.35%	Increased
1161	Sheaff Brock Investment Advisors Indianapolis, Indiana	$75.6M	+$15.1M	8	6.97%	Increased
1162	First Citizens Bank & Trust Raleigh, North Carolina	$75.4M	-$7.82M	6	5.31%	Reduced
1163	Academy Capital Management Waco, Texas	$75.4M	+$1.09M	5	16.43%	Increased
1164	AIA Investment Management Singapore	$75.2M	+$11.2M	11	17.21%	Increased
1165	Jacobs & Co San Francisco, California	$75.1M	-$924K	6	10.9%	Reduced
1166	Northstar Investment Advisors Denver, Colorado	$75.1M	+$2.61M	7	13.5%	Increased
1167	Narwhal Capital Management Marietta, Georgia	$75M	-$2.49M	6	12.1%	Reduced
1168	Spyglass Capital Management San Francisco, California	$75M	+$13.5M	1	3.47%	Increased
1169	Sepio Capital Salt Lake City, Utah	$74.6M	-$1.56M	8	8.1%	Reduced
1170	Means Investment Company Bangor, Maine	$74.6M	+$10.4M	9	20.49%	Increased
1171	Selkirk Management Chatham, New Jersey	$74.5M	$0	3	23.67%	Maintained
1172	RBF Capital San Francisco, California	$74.5M	+$9.23M	8	7.51%	Increased
1173	Estabrook Capital Management New York	$74.5M	-$3.6M	8	13.67%	Reduced
1174	Nelson Capital Management Menlo Park, California	$74.4M	-$10.4M	6	13.01%	Reduced
1175	Sequoia Financial Advisors Akron, Ohio	$74.3M	+$1.31M	8	3.92%	Increased