← 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	GFA Gifford Fong Associates Lafayette, California	$50.1M	$0	6	16.53%	Maintained
1177	PHAM Portland Hill Asset Management London, United Kingdom	$49.9M	-$14M	4	35.73%	Reduced
1178	HCM Harvey Capital Management Palm Beach, Florida	$49.8M	-$7.31M	7	23.92%	Reduced
1179	Advisory Services Network Atlanta, Georgia	$49.7M	+$1.36M	19	3.49%	Increased
1180	BPM Bowling Portfolio Management Cincinnati, Ohio	$49.7M	+$1.83M	8	7.9%	Increased
1181	Dock Street Asset Management Palm Beach, Florida	$49.7M	-$2.16M	3	16.97%	Reduced
1182	ALAM Asahi Life Asset Management Tokyo, Japan	$49.6M	-$6.85M	6	8.12%	Reduced
1183	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$49.6M	-$1.3M	2	9.47%	Reduced
1184	First Horizon Advisors Memphis, Tennessee	$49.5M	+$973K	16	3.96%	Increased
1185	WWM Willingdon Wealth Management Huntersville, North Carolina	$49.4M	+$3.51M	10	12.14%	Increased
1186	Ancora Advisors Cleveland, Ohio	$49.4M	+$833K	6	2.24%	Increased
1187	Webster Bank Waterbury, Connecticut	$49.4M	+$697K	11	7.06%	Increased
1188	Bridgewater Associates Westport, Connecticut	$49.4M	-$67.6M	6	0.3%	Reduced
1189	1ST Source Bank South Bend, Indiana	$49.3M	+$212K	6	4.2%	Increased
1190	IGM Incline Global Management New York	$49.2M	+$590K	2	9.87%	Increased
1191	Buckingham Capital Management (New York) New York	$49.2M	-$18.9M	3	4.64%	Reduced
1192	AW ACG Wealth Atlanta, Georgia	$49.1M	-$847K	7	6.58%	Reduced
1193	Colonial Trust Advisors Spartanburg, South Carolina	$49M	+$4.09M	6	9.3%	Increased
1194	First Hawaiian Bank Honolulu, Hawaii	$49M	+$2.63M	15	2.63%	Increased
1195	TimesSquare Capital Management New York	$48.9M	+$2.58M	3	0.38%	Increased
1196	HCM Hoplite Capital Management New York	$48.9M	-$22M	2	5.85%	Reduced
1197	Grimes & Company Westborough, Massachusetts	$48.8M	+$313K	5	3.83%	Increased
1198	NWAM LLC Mercer Island, Washington	$48.7M	+$692K	8	10.5%	Increased
1199	Beacon Investment Advisory Services Morristown, New Jersey	$48.5M	+$41K	8	5.15%	Increased
1200	Sepio Capital Salt Lake City, Utah	$48.2M	-$63.5M	6	6.5%	Reduced