← 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	SA Strategic Advisors New York	$61.1M	+$276K	9	12.77%	Increased
1352	DRW Securities Chicago, Illinois	$61M	+$46.6M	6	1.49%	Increased
1353	Churchill Management Los Angeles, California	$61M	-$16.5M	4	1.53%	Reduced
1354	ALAM Asahi Life Asset Management Tokyo, Japan	$61M	-$40.3M	10	16.33%	Reduced
1355	BLAM Bourne Lent Asset Management Pawling, New York	$60.9M	+$172K	5	24.19%	Increased
1356	Laurel Wealth Advisors (California) Solana Beach, California	$60.9M	-$2.04M	9	6.21%	Reduced
1357	1ST Source Bank South Bend, Indiana	$60.9M	+$63.6K	6	4.3%	Increased
1358	Tudor Investment Corp Stamford, Connecticut	$60.9M	-$17.3M	17	1.6%	Reduced
1359	PFC Poplar Forest Capital Pasadena, California	$60.8M	-$3.69M	5	6.97%	Reduced
1360	German American Bancorp Jasper, Indiana	$60.7M	-$10.5M	5	10.24%	Reduced
1361	First American Trust Santa Ana, California	$60.7M	-$14.2M	5	9.6%	Reduced
1362	J.P. Marvel Investment Advisors Boston, Massachusetts	$60.6M	-$129K	7	14.58%	Reduced
1363	LS Investment Advisors Bloomfield Hills, Michigan	$60.5M	+$636K	5	11.27%	Increased
1364	Spinnaker Trust Portland, Maine	$60.3M	+$2.33M	7	4.65%	Increased
1365	Gladstone Institutional Advisory Palm Beach Gardens, Florida	$60.3M	-$67.1K	9	4.77%	Reduced
1366	GHP Investment Advisors Denver, Colorado	$60.3M	+$1.07M	17	4.48%	Increased
1367	L1 Capital Melbourne VIC 3000, Australia	$60.2M	+$66.1M	1	11.75%	New
1368	WMS Partners Towson, Maryland	$60.1M	-$801K	7	9.35%	Reduced
1369	Virtu Financial New York	$60M	+$9.6M	11	5.1%	Increased
1370	Bank of Hawaii Honolulu, Hawaii	$59.9M	+$733K	7	3.81%	Increased
1371	AQR Arbitrage Greenwich, Connecticut	$59.8M	+$49.5M	3	1.35%	Increased
1372	CMH Wealth Management Portsmouth, New Hampshire	$59.8M	+$8.03M	3	21.61%	Increased
1373	180 Wealth Advisors Federal Way, Washington	$59.7M	+$1.85M	14	15.25%	Increased
1374	Caldwell Trust Venice, Florida	$59.7M	-$529K	15	8.22%	Reduced
1375	Simmons Bank Pine Bluff, Arkansas	$59.7M	+$2.22M	7	5.23%	Increased