← 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	Pitcairn Conshohocken, Pennsylvania	$41.5M	+$5.09M	12	4.51%	Increased
1302	Polaris Wealth Advisory Group San Rafael, California	$41.5M	-$1.62M	4	3.11%	Reduced
1303	Novare Capital Management Charlotte, North Carolina	$41.4M	-$4.62M	4	6.47%	Reduced
1304	Pembroke Management Montreal, Quebec, Canada	$41.4M	-$2.02M	2	4.48%	Reduced
1305	Callahan Advisors Houston, Texas	$41.3M	-$666K	5	7.69%	Reduced
1306	Bain Capital Public Equity Management Boston, Massachusetts	$41.3M	+$13.9M	2	3.94%	Increased
1307	Cadinha & Co Honolulu, Hawaii	$41.3M	+$6M	4	8.09%	Increased
1308	Jacobs & Co San Francisco, California	$41.2M	+$1.45M	6	7.01%	Increased
1309	CAM Columbia Asset Management Ann Arbor, Michigan	$41.1M	+$401K	9	10.98%	Increased
1310	Northeast Financial Consultants Westport, Connecticut	$41.1M	+$242K	7	4.56%	Increased
1311	Valley Wealth Managers Paramus, New Jersey	$41.1M	+$1.24M	6	4.48%	Increased
1312	Dorsey & Whitney Trust Sioux Falls, South Dakota	$40.9M	+$1.01M	8	6.38%	Increased
1313	Vigilant Capital Management Portland, Maine	$40.8M	+$12.9M	8	5.7%	Increased
1314	HighPoint Advisor Group Downers Grove, Illinois	$40.8M	+$1.08M	8	9.99%	Increased
1315	Edgar Lomax Company Kingstowne, Virginia	$40.7M	+$4.21M	1	2.79%	Increased
1316	First American Trust Santa Ana, California	$40.6M	+$740K	5	8.97%	Increased
1317	Fulton Bank Lancaster, Pennsylvania	$40.5M	+$702K	11	2.84%	Increased
1318	Nine Masts Capital Central, Hong Kong	$40.5M	+$29.2M	6	12.62%	Increased
1319	APA American Portfolios Advisors Holbrook, New York	$40.5M	+$5.77M	20	3.81%	Increased
1320	Buckingham Strategic Wealth Clayton, Missouri	$40.3M	+$1.28M	8	5.08%	Increased
1321	SR Sloane Robinson London, United Kingdom	$40.3M	+$27.6M	1	27.25%	Increased
1322	Grassi Investment Management Santa Clara, California	$40.3M	+$996K	8	5.97%	Increased
1323	VEPM Vista Equity Partners Management San Francisco, California	$40.2M	+$5.92M	2	6.88%	Increased
1324	Academy Capital Management Waco, Texas	$40.1M	-$1.33M	4	9.3%	Reduced
1325	PGIM Pacific Global Investment Management Glendale, California	$40.1M	+$1.66M	6	8.85%	Increased