← 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	SAM Sandell Asset Management New York	$29.1M	+$13.5M	1	3.33%	Increased
1302	PCMI Princeton Capital Management Inc Princeton, New Jersey	$29.1M	+$5.01M	5	14.7%	Increased
1303	Atwood & Palmer Kansas City, Missouri	$29M	-$1.02M	6	4.2%	Reduced
1304	Mechanics Bank - Trust Department Walnut Creek, California	$29M	+$987K	5	6.9%	Increased
1305	RWA Ropes Wealth Advisors Boston, Massachusetts	$28.9M	+$306K	11	7.85%	Increased
1306	Fulton Bank Lancaster, Pennsylvania	$28.9M	+$617K	7	2.16%	Increased
1307	CAM Columbia Asset Management Ann Arbor, Michigan	$28.9M	+$95.9K	6	8.88%	Increased
1308	First American Trust Santa Ana, California	$28.9M	-$2.24M	6	7.54%	Reduced
1309	Griffin Asset Management New York	$28.9M	+$9.41M	7	5.21%	Increased
1310	Payden & Rygel Los Angeles, California	$28.9M	-$17.9M	5	2.87%	Reduced
1311	SFG Sather Financial Group Victoria, Texas	$28.8M	-$113K	4	7.9%	Reduced
1312	Weatherly Asset Management Del Mar, California	$28.7M	+$214K	7	7.61%	Increased
1313	FPCM Financial Partners Capital Management New York	$28.7M	+$637K	5	5.49%	Increased
1314	RGI River Global Investors London, United Kingdom	$28.7M	-$12.8M	5	4.26%	Reduced
1315	Abner Herrman & Brock Jersey City, New Jersey	$28.6M	-$1.05M	6	5.07%	Reduced
1316	GW&K Investment Management Boston, Massachusetts	$28.5M	+$3.94M	2	0.48%	Increased
1317	EP Wealth Advisors Torrance, California	$28.5M	+$498K	4	3.29%	Increased
1318	Suncoast Equity Management Tampa, Florida	$28.4M	-$195K	3	8.24%	Reduced
1319	Fulton Breakefield Broenniman Bethesda, Maryland	$28.3M	-$132K	3	4.94%	Reduced
1320	GIM Greylin Investment Management Orange, Virginia	$28.3M	+$773K	1	6.48%	Increased
1321	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$28.3M	+$573K	8	2.98%	Increased
1322	Goelzer Investment Management Carmel, Indiana	$28.3M	-$161K	6	3.33%	Reduced
1323	KLCM Advisors Milwaukee, Wisconsin	$28.2M	+$444K	6	7.37%	Increased
1324	BLB&B Advisors Montgomeryville, Pennsylvania	$28.2M	+$676K	7	4.34%	Increased
1325	PGIM Pacific Global Investment Management Glendale, California	$28.2M	-$353K	6	6.36%	Reduced