← 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	JCM Jag Capital Management St Louis, Missouri	$122M	-$6.67M	8	14.68%	Reduced
1202	Osborne Partners Capital Management San Francisco, California	$122M	-$352K	7	6.89%	Reduced
1203	MC Maplelane Capital New York	$122M	-$221M	2	6.99%	Reduced
1204	Kingswood Wealth Advisors San Diego, California	$122M	+$17.8M	9	8.67%	Increased
1205	WestEnd Advisors Charlotte, North Carolina	$121M	-$366K	9	2.98%	Reduced
1206	Quest Investment Management Lake Oswego, Oregon	$121M	-$19.5M	4	14.19%	Reduced
1207	Petredis Investment Advisors Warrendale, Pennsylvania	$121M	-$654K	5	12.88%	Reduced
1208	Schnieders Capital Management Pasadena, California	$121M	-$1.24M	6	23.07%	Reduced
1209	FRG Family Wealth Advisors Bellevue, Washington	$121M	+$498K	6	21.64%	Increased
1210	Robertson Stephens Wealth Management San Francisco, California	$121M	+$978K	10	4.38%	Increased
1211	Palisade Asset Management Minneapolis, Minnesota	$120M	-$2.62M	6	11.8%	Reduced
1212	Jasper Ridge Partners Menlo Park, California	$120M	+$41.2M	9	3.43%	Increased
1213	Amica Mutual Insurance Providence, Rhode Island	$120M	-$3.91M	4	11.59%	Reduced
1214	LCM Lionstone Capital Management New York	$120M	$0	2	32.22%	Maintained
1215	Private Advisory Group Redmond, Washington	$120M	-$1.46M	5	14.26%	Reduced
1216	Southeast Asset Advisors Thomasville, Georgia	$119M	-$581K	6	13.19%	Reduced
1217	Alerus Financial Grand Forks, North Dakota	$119M	-$12.8M	6	8.72%	Reduced
1218	Rollins Financial Advisors New York City, New York	$119M	-$3.41M	4	19.7%	Reduced
1219	Ledyard National Bank	$119M	-$632K	6	10.84%	Reduced
1220	Whitney & Co Rochester, New York	$118M	+$341K	7	12.65%	Increased
1221	Ashton Thomas Private Wealth Scottsdale, Arizona	$118M	+$4.04M	8	6.21%	Increased
1222	Jacobs & Co San Francisco, California	$118M	-$45.1K	6	11.77%	Reduced
1223	German American Bancorp Jasper, Indiana	$118M	+$7.38M	4	12.45%	Increased
1224	Twin Capital Management Mcmurray, Pennsylvania	$117M	+$441K	10	13.25%	Increased
1225	Pine Valley Investments Marlton, New Jersey	$117M	+$3.11M	10	7.11%	Increased