← 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
1351	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$19.1M	+$1.78M	8	2.32%	Increased
1352	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$19.1M	-$3.29M	3	16.83%	Reduced
1353	Appleton Partners Boston, Massachusetts	$19.1M	+$839K	7	3.77%	Increased
1354	OCM Olstein Capital Management Purchase, New York	$19M	-$1.48M	2	2.55%	Reduced
1355	CCA Covey Capital Advisors Atlanta, Georgia	$19M	-$992K	3	10.07%	Reduced
1356	CW Cobiz Wealth Denver, Colorado	$19M	-$207K	6	4.66%	Reduced
1357	AssetMark Inc Concord, California	$18.9M	+$2.43M	13	0.33%	Increased
1358	AAC Asset Advisors Corp Augusta, Georgia	$18.8M	+$939K	5	4.06%	Increased
1359	Blume Capital Management Berkeley, California	$18.7M	-$78.1K	9	12.93%	Reduced
1360	Beese Fulmer Investment Management Canton, Ohio	$18.7M	+$168K	4	5.45%	Increased
1361	Ionic Capital Management New York	$18.7M	-$2.93M	4	1.09%	Reduced
1362	Petrus Trust Company Dallas, Texas	$18.6M	-$803K	2	3.83%	Reduced
1363	Clark Capital Management Group Philadelphia, Pennsylvania	$18.6M	+$97.8K	4	1.44%	Increased
1364	GPC Guardian Point Capital Charlottesville, Virginia	$18.6M	+$716K	1	15.88%	Increased
1365	American National Bank & Trust Wichita Falls, Texas	$18.6M	+$1.7M	6	7.01%	Increased
1366	Cowen Inc New York	$18.6M	+$2.07M	6	0.7%	Increased
1367	ACC Accident Compensation Corp Wellington, New Zealand	$18.6M	+$1.73M	6	5.14%	Increased
1368	CCM Catawba Capital Management Roanoke, Virginia	$18.6M	+$915K	4	4.72%	Increased
1369	Old Mutual Customised Solutions Pinelands, South Africa	$18.6M	-$2.18M	8	4.81%	Reduced
1370	Foster Dykema Cabot & Co Waltham, Massachusetts	$18.6M	-$290K	5	4.52%	Reduced
1371	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$18.5M	+$302K	6	3.32%	Increased
1372	Squarepoint New York	$18.5M	+$11.5M	7	1.44%	Increased
1373	Duff & Phelps Investment Management Chicago, Illinois	$18.5M	-$3.9M	6	0.29%	Reduced
1374	FWCM First Western Capital Management Los Angeles, California	$18.4M	-$92.6K	5	6.52%	Reduced
1375	Essex Financial Services Essex, Connecticut	$18.4M	-$847K	7	4.55%	Reduced