← 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	Deltec Asset Management New York	$102M	+$226K	5	20.15%	Increased
1302	Fiduciary Group Savannah, Georgia	$102M	-$281K	6	11.13%	Reduced
1303	Global Retirement Partners San Rafael, California	$102M	+$4.41M	24	3.79%	Increased
1304	Americana Partners Houston, Texas	$102M	+$3.42M	6	8.46%	Increased
1305	Transcend Capital Advisors Madison, New Jersey	$101M	+$2.21M	12	8.1%	Increased
1306	Heritage Trust Oklahoma City, Oklahoma	$101M	-$997K	8	13.51%	Reduced
1307	Teamwork Financial Advisors San Antonio, Texas	$101M	+$2.42M	8	15.51%	Increased
1308	Penn Davis McFarland Dallas, Texas	$101M	-$2.43M	4	15.64%	Reduced
1309	Bristol Gate Capital Partners Toronto, Ontario, Canada	$101M	-$366K	1	4.73%	Reduced
1310	TritonPoint Wealth Chevy Chase, Maryland	$100M	-$6.57M	7	10.49%	Reduced
1311	Tamar Securities Woodland Hills, California	$100M	+$6.7M	5	16.92%	Increased
1312	Evoke Wealth Los Angeles, California	$100M	+$96M	8	2.97%	New
1313	Cartenna Capital Stamford, Connecticut	$100M	+$12.6M	2	5.47%	Increased
1314	Steginsky Capital Port Washington, New York	$100M	+$3.29M	2	24.09%	Increased
1315	Knollwood Investment Advisory Hunt Valley, Maryland	$100M	+$4.46M	5	18.08%	Increased
1316	China Universal Asset Management Company Shanghai, China	$100M	+$31.6M	9	12.72%	Increased
1317	Sumitomo Mitsui Financial Group Tokyo, Japan	$100M	-$5.23M	8	3.1%	Reduced
1318	Mark Asset Management New York	$100M	-$434K	4	13%	Reduced
1319	First Merchants Corp Muncie, Indiana	$100M	+$6.69M	5	7.51%	Increased
1320	Pine Valley Investments Marlton, New Jersey	$100M	+$2.64M	10	6.7%	Increased
1321	TFS Thoroughbred Financial Services Brentwood, Tennessee	$100M	-$30.4M	7	9.58%	Reduced
1322	Payden & Rygel Los Angeles, California	$100M	-$6.52M	5	4.69%	Reduced
1323	Payden & Rygel Investment Group Los Angeles, California	$100M	+$93.9M	5	4.69%	New
1324	German American Bancorp Jasper, Indiana	$99M	+$2.34M	4	11.9%	Increased
1325	Valley Wealth Managers Paramus, New Jersey	$98.9M	-$4M	10	7.45%	Reduced