← 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
1201	Webster Bank Waterbury, Connecticut	$50M	+$128K	9	6.96%	Increased
1202	Colonial Trust Advisors Spartanburg, South Carolina	$49.8M	-$544K	6	9.31%	Reduced
1203	Parker Investment Management Menlo Park, California	$49.8M	+$9.06M	4	15.21%	Increased
1204	MCM Marcato Capital Management San Francisco, California	$49.6M	-$4.39M	1	5.37%	Reduced
1205	Advisory Services Network Atlanta, Georgia	$49.6M	-$865K	20	3.62%	Reduced
1206	RBF Capital San Francisco, California	$49.6M	+$4.74M	9	5.37%	Increased
1207	Maple Capital Management Montpelier, Vermont	$49.5M	+$6.02M	5	11.16%	Increased
1208	Highstreet Asset Management London, Ontario, Canada	$49.5M	+$1.12M	7	2.74%	Increased
1209	Patten & Patten Chattanooga, Tennessee	$49.4M	-$2.97M	7	4.89%	Reduced
1210	SI SQN Investors Menlo Park, California	$49.3M	+$40.3M	1	4.77%	New
1211	Reilly Financial Advisors La Mesa, California	$49.1M	+$1.69M	13	6.52%	Increased
1212	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$49.1M	-$471K	7	8.6%	Reduced
1213	NWAM LLC Mercer Island, Washington	$48.8M	+$124K	7	10.97%	Increased
1214	GPC Guardian Point Capital Charlottesville, Virginia	$48.8M	$0	2	19.22%	Maintained
1215	Moors & Cabot Boston, Massachusetts	$48.8M	+$2.92M	9	5.96%	Increased
1216	IRF IBM Retirement Fund Armonk, New York	$48.8M	-$7.88M	9	11.15%	Reduced
1217	FCM Firsthand Capital Management San Jose, California	$48.5M	-$13M	6	22.87%	Reduced
1218	CDH Charles D. Hyman	$48.5M	+$812K	6	5.03%	Increased
1219	Granite Investment Advisors Concord, New Hampshire	$48.4M	-$822K	7	8.5%	Reduced
1220	Capital International Los Angeles, California	$48.4M	-$28.7M	6	15.1%	Reduced
1221	Murphy Capital Management Bedminster, New Jersey	$48.4M	-$240K	6	6.71%	Reduced
1222	SC Shellback Capital Boston, Massachusetts	$48.3M	+$16.7M	2	4.32%	Increased
1223	RSS Rosenblum Silverman Sutton San Francisco, California	$48.3M	-$2.1M	5	15.99%	Reduced
1224	PCP Polunin Capital Partners London, United Kingdom	$48.2M	+$217K	1	23.92%	Increased
1225	AJ Ashburton (Jersey) St Helier, Jersey	$48.2M	-$10.4M	5	18.52%	Reduced