← 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	Colonial Trust Advisors Spartanburg, South Carolina	$52.4M	-$79K	6	9.26%	Reduced
1177	1ST Source Bank South Bend, Indiana	$52.4M	-$670K	6	4.29%	Reduced
1178	Odey Asset Management Group London, United Kingdom	$52.2M	+$4.28M	3	5.83%	Increased
1179	Tufton Capital Management Hunt Valley, Maryland	$52M	-$5.51M	6	10.98%	Reduced
1180	J.M. Forbes & Co Boston, Massachusetts	$52M	+$6.64M	6	10.01%	Increased
1181	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$52M	-$4.91M	2	10.34%	Reduced
1182	DAM Davis Asset Management Sausalito, California	$52M	$0	2	4.02%	Maintained
1183	Harvey Capital Management Palm Beach, Florida	$51.9M	+$563K	7	25.79%	Increased
1184	Segantii Capital Management Hong Kong	$51.8M	-$172M	1	7.04%	Reduced
1185	Beacon Investment Advisory Services Morristown, New Jersey	$51.7M	-$1.34M	8	5.17%	Reduced
1186	Wellington Shields Capital Management New York	$51.7M	+$227K	6	8.41%	Increased
1187	LMR Partners London, United Kingdom	$51.6M	+$48.7M	4	2.55%	Increased
1188	Stillwater Capital Advisors Devon, Pennsylvania	$51.6M	-$345K	3	13.09%	Reduced
1189	Grimes & Company Westborough, Massachusetts	$51.6M	-$13.3K	5	3.68%	Reduced
1190	Reilly Financial Advisors La Mesa, California	$51.6M	+$638K	14	6.34%	Increased
1191	Pittenger & Anderson Inc Lincoin, Nebraska	$51.4M	+$77.8K	9	3.7%	Increased
1192	Clough Capital Partners Boston, Massachusetts	$51.2M	-$58.5M	4	4.23%	Reduced
1193	First Hawaiian Bank Honolulu, Hawaii	$51.1M	-$826K	10	2.64%	Reduced
1194	KM Kylin Management New York	$51.1M	+$1.75M	1	14.65%	Increased
1195	Oxford Asset Management Oxford, United Kingdom	$51M	-$7.58M	10	1.23%	Reduced
1196	Webster Bank Waterbury, Connecticut	$51M	-$397K	12	6.91%	Reduced
1197	Lee, Danner & Bass Nashville, Tennessee	$51M	+$461K	8	5.47%	Increased
1198	CPH C Partners Holding Zurich, Switzerland	$50.9M	-$1.82M	2	17.78%	Reduced
1199	TimesSquare Capital Management New York	$50.9M	+$2.97M	3	0.45%	Increased
1200	Parkwood LLC Cleveland, Ohio	$50.7M	-$793K	9	10.24%	Reduced