← 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
1176	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$15.5M	+$711K	5	3.85%	Increased
1177	Amalgamated Bank New York	$15.4M	-$374K	3	4.95%	Reduced
1178	RCP Rothschild Capital Partners New York	$15.4M	-$4.22M	2	7.26%	Reduced
1179	WAM Wood Asset Management Sarasota, Florida	$15.4M	-$2.02M	3	4.39%	Reduced
1180	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$15.4M	+$36.8K	7	4.53%	Increased
1181	Greenwood Capital Associates Greenwood, South Carolina	$15.4M	+$2.23M	3	5.42%	Increased
1182	General Pension Society PZU Joint Stock Warsaw, Poland	$15.3M	+$887K	1	5.5%	Increased
1183	Ensemble Capital Management San Francisco, California	$15.3M	-$163K	2	6.76%	Reduced
1184	HPA Hilltop Park Associates New York	$15.3M	+$1.53M	2	12.05%	Increased
1185	Professional Advisory Services Vero Beach, Florida	$15.3M	-$9.7M	3	4.31%	Reduced
1186	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$15.3M	-$30.9M	6	0.14%	Reduced
1187	GW&K Investment Management Boston, Massachusetts	$15.2M	-$447K	3	0.47%	Reduced
1188	PCM Palestra Capital Management New York	$15.2M	+$15.4M	1	4.13%	New
1189	Kayne Anderson Rudnick Investment Management Los Angeles, California	$15.2M	-$9.08M	2	0.28%	Reduced
1190	Colony Group Boston, Massachusetts	$15.2M	-$1.1M	2	2.98%	Reduced
1191	BAS Brown Advisory Securities Baltimore, Maryland	$15.2M	-$332K	6	6.66%	Reduced
1192	WA Westport Advisers Westport, Connecticut	$15.1M	$0	1	1.38%	Maintained
1193	Van Cleef Asset Management Beachwood, Ohio	$15.1M	+$404K	3	7.46%	Increased
1194	First National Trust Hermitage, Pennsylvania	$15M	+$203K	5	2.95%	Increased
1195	BL Bolton LP Greenwich, Connecticut	$15M	+$15.2M	1	4.09%	New
1196	Main Street Research Lakeville, Connecticut	$14.9M	+$6.42M	6	4.04%	Increased
1197	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$14.9M	+$4.39M	5	10.57%	Increased
1198	NAP New Amsterdam Partners New York	$14.8M	-$25.1M	3	0.99%	Reduced
1199	Raymond James Financial Services Advisors St. Petersburg, Florida	$14.8M	-$22.8M	3	0.98%	Reduced
1200	CapWealth Advisors Franklin, Tennessee	$14.8M	+$836K	6	4.12%	Increased