← 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	Claar Advisors New York	$58.1M	-$7.44M	4	25.57%	Reduced
1302	Pacific Sage Partners Edmonds, Washington	$58M	+$58.8M	6	19.25%	New
1303	UAM UAS Asset Management New York	$58M	-$48.8M	3	20.55%	Reduced
1304	Transform Wealth Greenwood Village, Colorado	$57.9M	+$7.46M	4	6.49%	Increased
1305	Novare Capital Management Charlotte, North Carolina	$57.8M	-$1.39M	6	6.81%	Reduced
1306	Lombard Odier Asset Management (Europe) London, United Kingdom	$57.7M	-$4.18M	5	2.34%	Reduced
1307	Robertson Stephens Wealth Management San Francisco, California	$57.7M	-$5.52M	10	5.61%	Reduced
1308	180 Wealth Advisors Federal Way, Washington	$57.6M	+$123K	14	13.53%	Increased
1309	Orion Portfolio Solutions Omaha, Nebraska	$57.5M	+$538K	7	2.02%	Increased
1310	Water Island Capital New York	$57.5M	+$4.15M	2	4.64%	Increased
1311	IHT Wealth Management Chicago, Illinois	$57.4M	-$1.09M	9	3.61%	Reduced
1312	Quadrature Capital London, United Kingdom	$57.4M	-$502K	8	1.7%	Reduced
1313	Desjardins Global Asset Management Montreal, Quebec, Canada	$57.3M	-$25.9M	12	9.03%	Reduced
1314	Wealth Enhancement Advisory Services Plymouth, Minnesota	$57.1M	+$7.76M	5	0.74%	Increased
1315	BloombergSen Toronto, Ontario, Canada	$57.1M	-$4.25M	1	3.77%	Reduced
1316	Ally Financial Detroit, Michigan	$57M	+$1.52M	4	8.88%	Increased
1317	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$57M	-$57.8M	10	2.32%	Reduced
1318	Blue Whale Capital London, United Kingdom	$56.9M	-$23M	1	9.7%	Reduced
1319	Think Investments San Francisco, California	$56.9M	+$10.9M	2	18.52%	Increased
1320	MainStreet Investment Advisors Chicago, Illinois	$56.8M	+$13.4M	6	6.35%	Increased
1321	Heritage Trust Oklahoma City, Oklahoma	$56.8M	-$455K	7	9.26%	Reduced
1322	Wellington Shields Capital Management New York	$56.8M	-$5.78M	7	6.89%	Reduced
1323	First American Trust Santa Ana, California	$56.7M	+$1.76M	6	8.79%	Increased
1324	Steginsky Capital Port Washington, New York	$56.6M	-$740K	2	20.9%	Reduced
1325	Savant Capital Rockford, Illinois	$56.5M	+$16.8M	10	1.38%	Increased