← 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	CIC Canal Insurance Company Greenville, South Carolina	$27M	$0	2	9.33%	Maintained
1302	AG Artal Group Luxembourg	$27M	$0	1	0.6%	Maintained
1303	KLCM Advisors Milwaukee, Wisconsin	$26.9M	+$104K	4	7.59%	Increased
1304	Parker Investment Management Menlo Park, California	$26.9M	-$389K	2	13.85%	Reduced
1305	First Midwest Bank Trust Division Joliet, Illinois	$26.8M	-$3.7M	9	3.26%	Reduced
1306	AT Argent Trust San Antonio, Texas	$26.7M	-$334K	7	7.56%	Reduced
1307	Dragoneer Investment Group San Francisco, California	$26.7M	-$7.19M	1	4.75%	Reduced
1308	Quantbot Technologies New York	$26.6M	+$3.29M	12	2.79%	Increased
1309	Central Securities New York	$26.6M	$0	3	4.92%	Maintained
1310	Pictet North America Advisors Geneva 73, Switzerland	$26.4M	+$685K	5	4.4%	Increased
1311	Family Management New York	$26.2M	+$2.68M	5	18.07%	Increased
1312	Vantage Investment Partners Kansas City, Missouri	$26.2M	+$5.16M	1	2.92%	Increased
1313	Beacon Trust Morristown, New Jersey	$26.2M	+$324K	4	4.13%	Increased
1314	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$26.2M	-$669K	6	4.3%	Reduced
1315	Narwhal Capital Management Marietta, Georgia	$26.2M	+$803K	6	7.3%	Increased
1316	Carrhae Capital London, United Kingdom	$26.2M	-$3.14M	1	18.31%	Reduced
1317	PGIM Pacific Global Investment Management Glendale, California	$26.2M	+$795K	6	5.2%	Increased
1318	FBP Flippin Bruce & Porter Lynchburg, Virginia	$26.2M	-$1.27M	2	6.05%	Reduced
1319	James Investment Research Alpha, Ohio	$26.1M	+$5.56M	7	0.73%	Increased
1320	Endurance Wealth Management Providence, Rhode Island	$26.1M	+$406K	11	4.51%	Increased
1321	Greenhouse Funds Baltimore, Maryland	$26.1M	+$4.11M	2	10.94%	Increased
1322	Atwood & Palmer Kansas City, Missouri	$26M	-$278K	6	4.16%	Reduced
1323	Cetera Advisors Denver, Colorado	$26M	+$1.39M	8	1.74%	Increased
1324	J.P. Marvel Investment Advisors Boston, Massachusetts	$26M	+$218K	5	8.58%	Increased
1325	MC MIG Capital Newport Beach, California	$25.9M	+$5.41M	2	3.92%	Increased