← 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	Beacon Investment Advisory Services Morristown, New Jersey	$85.5M	+$8.7M	10	3.95%	Increased
1152	McDaniel Terry & Co Austin, Texas	$85.4M	+$720K	5	10.83%	Increased
1153	Wedgewood Partners St Louis, Missouri	$85.3M	-$6.29M	3	12.69%	Reduced
1154	IP Isomer Partners New York	$85.2M	+$29.4M	2	13.93%	Increased
1155	Columbus Hill Capital Management Short Hills, New Jersey	$85M	-$49.1M	3	6.31%	Reduced
1156	AFT Alpha Family Trust Los Angeles, California	$84.9M	+$88.7M	4	52.94%	New
1157	Beaumont Financial Advisors Needham, Massachusetts	$84.9M	-$8.33M	9	7.54%	Reduced
1158	Claar Advisors New York	$84.8M	-$5.33M	4	30.83%	Reduced
1159	Narwhal Capital Management Marietta, Georgia	$84.6M	+$2.85M	4	12%	Increased
1160	Bank Hapoalim BM Tel Aviv, Israel	$84.6M	+$19.3M	8	11.7%	Increased
1161	Kanawha Capital Management Richmond, Virginia	$84.5M	+$197K	7	8.67%	Increased
1162	Asset Advisors Investment Management Augusta, Georgia	$84M	-$325K	3	10.88%	Reduced
1163	First Citizens Bank & Trust Raleigh, North Carolina	$83.4M	+$1.79M	6	4.26%	Increased
1164	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$83.3M	-$565K	3	7.77%	Reduced
1165	RiverPark Advisors New York	$83.3M	+$3.39M	5	14.65%	Increased
1166	Weatherly Asset Management Del Mar, California	$83.3M	-$1.84M	7	11.97%	Reduced
1167	Matthews International Capital Management San Francisco, California	$83.1M	-$139M	2	4.43%	Reduced
1168	Elite Wealth Management Kirkland, Washington	$82.9M	-$4.74M	6	10.71%	Reduced
1169	Dorsey Asset Management Chicago, Illinois	$82.9M	+$584K	1	10.84%	Increased
1170	Wellington Shields Capital Management New York	$82.6M	+$7.66M	7	11.05%	Increased
1171	Wealthspire Advisors (New York) New York	$82.3M	+$35M	8	2.45%	Increased
1172	Giverny Capital Montreal, Quebec, Canada	$82.2M	+$2.63M	4	6.3%	Increased
1173	Osborne Partners Capital Management San Francisco, California	$82.1M	+$28.1M	7	10.03%	Increased
1174	Telemus Capital Southfield, Michigan	$82M	-$38.2M	9	6.11%	Reduced
1175	Friess Associates Greenville, Delaware	$82M	-$6.25M	3	6.05%	Reduced