← 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
1276	Fulton Bank Lancaster, Pennsylvania	$16.9M	-$343K	5	1.91%	Reduced
1277	PGIM Pacific Global Investment Management Glendale, California	$16.9M	+$1.21M	4	3.76%	Increased
1278	SVA Wealth Management Madison, Wisconsin	$16.9M	+$887K	5	3.15%	Increased
1279	SAM Symphony Asset Management San Francisco, California	$16.9M	-$13.3M	4	2.04%	Reduced
1280	Cryder Capital Partners London, United Kingdom	$16.9M	+$470K	1	10.9%	Increased
1281	CCM Cobalt Capital Management Short Hills, New Jersey	$16.9M	-$1.76M	1	1.63%	Reduced
1282	Narwhal Capital Management Marietta, Georgia	$16.8M	+$1.99M	5	6.28%	Increased
1283	KAS Kemnay Advisory Services New York	$16.8M	$0	4	12.68%	Maintained
1284	CCA Covey Capital Advisors Atlanta, Georgia	$16.8M	+$154K	1	9.36%	Increased
1285	AT Acadia Trust Portland, Maine	$16.8M	-$192K	2	6.08%	Reduced
1286	ED Exane Derivatives Paris, France	$16.8M	-$7.62M	5	2.12%	Reduced
1287	Lebenthal Holdings New York	$16.8M	+$1.48M	7	3.85%	Increased
1288	Parkwood LLC Cleveland, Ohio	$16.7M	-$1.6M	4	2.72%	Reduced
1289	FL Fort LP Chevy Chase, Maryland	$16.7M	+$5.88M	6	8.59%	Increased
1290	Polar Asset Management Partners Toronto, Ontario, Canada	$16.7M	-$18.7M	1	1%	Reduced
1291	CANC Culbertson A N & Co Charlottesville, Virginia	$16.7M	+$52K	4	7.03%	Increased
1292	Chilton Investment Company Stamford, Connecticut	$16.7M	+$15.7M	2	0.59%	Increased
1293	SII Investments Appleton, Wisconsin	$16.6M	-$1.79M	6	1.91%	Reduced
1294	Vestor Capital Chicago, Illinois	$16.5M	+$2.66M	5	5.24%	Increased
1295	Evergreen Capital Management Bellevue, Washington	$16.4M	-$104K	3	4.27%	Reduced
1296	Stanley-Laman Group Berwyn, Pennsylvania	$16.4M	+$159K	7	3.34%	Increased
1297	Fulton Breakefield Broenniman Bethesda, Maryland	$16.4M	-$1.37M	3	3.86%	Reduced
1298	IIM Ipswich Investment Management Beverly, Massachusetts	$16.4M	+$342K	6	7.8%	Increased
1299	Eagle Global Advisors Houston, Texas	$16.3M	+$2.67M	3	0.54%	Increased
1300	JGC J. Goldman & Co New York	$16.3M	-$31.7M	2	1.39%	Reduced