← 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
1301	Rand Wealth Baltimore, Maryland	$16.2M	-$198K	4	2.35%	Reduced
1302	Berkshire Asset Management Wilkes Barre, Pennsylvania	$16.2M	-$246K	5	2.99%	Reduced
1303	Goelzer Investment Management Carmel, Indiana	$16.2M	+$55.2K	4	2.69%	Increased
1304	Greenwood Gearhart Fayetteville, Arkansas	$16.2M	+$523K	3	7.42%	Increased
1305	AW ACG Wealth Atlanta, Georgia	$16.2M	-$10.1M	6	4.57%	Reduced
1306	Envestnet Asset Management Chicago, Illinois	$16.1M	+$6.07M	13	0.16%	Increased
1307	Highstreet Asset Management London, Ontario, Canada	$16.1M	+$2.64M	3	3.46%	Increased
1308	CC Cornerstone Capital Palo Alto, California	$16M	-$833K	2	4.44%	Reduced
1309	Avalon Global Asset Management San Francisco, California	$16M	+$154K	3	9.34%	Increased
1310	SHA Smith Hayes Advisers Lincoln, Nebraska	$15.9M	-$173K	5	3.73%	Reduced
1311	Stanley-Laman Group Berwyn, Pennsylvania	$15.9M	+$312K	6	3.08%	Increased
1312	Natixis Investment Managers International Paris, France	$15.9M	+$4.41M	5	2.3%	Increased
1313	CA Cullinan Associates Louisville, Kentucky	$15.9M	-$3.38M	2	1.81%	Reduced
1314	BBI Baxter Bros Inc Riverside, Connecticut	$15.8M	-$59.3K	3	6.16%	Reduced
1315	CA Cornerstone Advisors Asheville, North Carolina	$15.8M	-$4.81M	4	3.09%	Reduced
1316	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$15.8M	-$971K	4	3.72%	Reduced
1317	HIP Hengistbury Investment Partners London, United Kingdom	$15.8M	-$34M	1	7.07%	Reduced
1318	MIC MU Investments Company Tokyo, Japan	$15.8M	-$967K	5	7.75%	Reduced
1319	RCM Ratan Capital Management Miami Beach, Florida	$15.7M	+$15.8M	1	2.89%	New
1320	SIPS Shelter Insurance Profit Sharing Columbia, Missouri	$15.6M	$0	2	6.27%	Maintained
1321	BRA Bender Robert & Associates Pasadena, California	$15.6M	-$130K	3	10.86%	Reduced
1322	Strategic Financial Services Utica, New York	$15.6M	-$60.5K	4	4.35%	Reduced
1323	CCA Covey Capital Advisors Atlanta, Georgia	$15.6M	+$15.5M	1	9.76%	New
1324	Private Capital Advisors Darien, Connecticut	$15.6M	+$3.43M	5	5.04%	Increased
1325	Fukoku Mutual Life Insurance Tokyo, Japan	$15.6M	-$9.02M	8	2.85%	Reduced