← 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	Signature Estate & Investment Advisors Los Angeles, California	$43.8M	+$1.54M	5	3.87%	Increased
1177	Doyle Wealth Management St. Petersburg, Florida	$43.7M	-$6.05M	8	7.39%	Reduced
1178	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$43.6M	-$966K	2	8.78%	Reduced
1179	Summit Trail Advisors New York	$43.4M	-$7.07M	6	15.34%	Reduced
1180	Bank of Hawaii Honolulu, Hawaii	$43.3M	-$112K	6	3.75%	Reduced
1181	SCA Snowden Capital Advisors New York	$43.3M	-$4.35M	8	5.62%	Reduced
1182	BPM Blue Pool Management Causeway Bay, Hong Kong	$43.2M	-$6.11M	3	34.76%	Reduced
1183	Kanawha Capital Management Richmond, Virginia	$43.2M	-$528K	6	6.75%	Reduced
1184	SAM SP Asset Management Cupertino, California	$43M	+$20M	5	13.11%	Increased
1185	Essex Investment Management Boston, Massachusetts	$43M	-$23.7M	8	6.74%	Reduced
1186	IGM Incline Global Management New York	$42.8M	-$1.84M	2	8.3%	Reduced
1187	CGL Clarius Group LLC Seattle, Washington	$42.8M	+$2.4M	6	15.55%	Increased
1188	GFA Gifford Fong Associates Lafayette, California	$42.8M	+$4.46M	6	16.15%	Increased
1189	Lee, Danner & Bass Nashville, Tennessee	$42.8M	-$587K	8	5.03%	Reduced
1190	Majedie Asset Management London, United Kingdom	$42.8M	-$6.16M	4	3.18%	Reduced
1191	Calamos Wealth Management Naperville, Illinois	$42.7M	-$7.42M	5	6.42%	Reduced
1192	Bragg Financial Advisors Charlotte, North Carolina	$42.6M	-$84.2K	8	6.41%	Reduced
1193	PVH Psagot Value Holdings Tel Aviv, Israel	$42.6M	+$3.18M	8	1.96%	Increased
1194	CF CNA Financial Chicago, Illinois	$42.6M	+$11M	5	9.18%	Increased
1195	NorthCoast Asset Management Greenwich, Connecticut	$42.5M	+$28.4M	6	3.24%	Increased
1196	SI SQN Investors Menlo Park, California	$42.5M	-$7.51M	1	4.92%	Reduced
1197	Willis Investment Counsel Gainesville, Georgia	$42.5M	-$735K	2	3.16%	Reduced
1198	Atria Investments Charlotte, North Carolina	$42.4M	-$4.39M	11	1.88%	Reduced
1199	Lombard Odier Asset Management (Europe) London, United Kingdom	$42.4M	-$2.64M	8	3.77%	Reduced
1200	AW ACG Wealth Atlanta, Georgia	$42.4M	-$336K	7	6.5%	Reduced