← 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
1226	C Chescapmanager Baltimore, Maryland	$53.2M	+$3.54M	2	7.82%	Increased
1227	GH Grosvenor Holdings Chicago, Illinois	$53.1M	-$857K	1	8.85%	Reduced
1228	NM Nokota Management New York	$53.1M	-$12.1M	3	2.28%	Reduced
1229	KCM Kingstown Capital Management New York	$53M	-$24.1M	1	15.4%	Reduced
1230	Hartline Investment Corp Winnetka, Illinois	$53M	+$1.4M	7	11.35%	Increased
1231	Nine Masts Capital Central, Hong Kong	$53M	-$177M	5	16.08%	Reduced
1232	CC Criteria Caixa Barcelona, Spain	$53M	+$52.5M	2	17.26%	New
1233	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$52.9M	-$3.51M	2	9.96%	Reduced
1234	Cadinha & Co Honolulu, Hawaii	$52.9M	-$2.47M	5	7.47%	Reduced
1235	Fairview Capital Investment Management Greenbrae, California	$52.8M	+$927K	3	2.6%	Increased
1236	AW ACG Wealth Atlanta, Georgia	$52.7M	-$1.18M	8	7.84%	Reduced
1237	Huber Capital Management El Segundo, California	$52.6M	-$8.8M	3	6.89%	Reduced
1238	Diversified Trust Memphis, Tennessee	$52.1M	+$14.5M	10	2.34%	Increased
1239	Kingsview Wealth Management Grants Pass, Oregon	$52.1M	+$7.68M	8	6.53%	Increased
1240	Lombard Odier Asset Management (Europe) London, United Kingdom	$52.1M	-$10.3M	8	3.8%	Reduced
1241	L & S Advisors Los Angeles, California	$52.1M	+$2.31M	7	6.66%	Increased
1242	Sowell Financial Services North Little Rock, Arkansas	$52M	+$2.65M	22	3.96%	Increased
1243	Valeo Financial Advisors Carmel, Indiana	$52M	+$3.18M	19	5.05%	Increased
1244	General Pension Society PZU Joint Stock Warsaw, Poland	$52M	$0	3	21.25%	Maintained
1245	WIA Wealthstreet Investment Advisors Dallas, Texas	$51.8M	+$2.17M	10	6.04%	Increased
1246	IberiaBank Lafayette, Louisiana	$51.8M	+$713K	7	5.43%	Increased
1247	TCM Tradewinds Capital Management Bellingham, Washington	$51.6M	-$2.33M	13	16.2%	Reduced
1248	JWBC J.W. Burns & Co Dewitt, New York	$51.5M	-$132K	7	10.94%	Reduced
1249	Simplicity Solutions Minneapolis, Minnesota	$51.5M	+$8.43M	9	1.57%	Increased
1250	FCM Firsthand Capital Management San Jose, California	$51.5M	-$7.35M	7	20.07%	Reduced