← 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
1376	Infusive Asset Management New York	$75.7M	-$1.29M	3	15.04%	Reduced
1377	Portolan Capital Management Boston, Massachusetts	$75.7M	+$3.98M	4	5.44%	Increased
1378	AIS AM Investment Strategies Chattanooga, Tennessee	$75.1M	+$1.21M	6	19.33%	Increased
1379	Poplar Forest Capital Pasadena, California	$75.1M	-$3.19M	4	7.38%	Reduced
1380	Matthews International Capital Management San Francisco, California	$75.1M	-$17.5M	2	3.13%	Reduced
1381	Two Creeks Capital Management New York	$75.1M	-$10.7M	1	4.27%	Reduced
1382	Selkirk Management Chatham, New Jersey	$75.1M	-$5.27M	3	27.28%	Reduced
1383	Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$75M	+$4.58M	10	5.05%	Increased
1384	J.P. Marvel Investment Advisors Boston, Massachusetts	$75M	+$418K	6	15.94%	Increased
1385	Alpine Woods Capital Investors Purchase, New York	$74.7M	-$2.66M	9	7.74%	Reduced
1386	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$74.7M	+$16.6M	6	6.69%	Increased
1387	Rosenblum Silverman Sutton San Francisco, California	$74.5M	-$517K	5	16.77%	Reduced
1388	KMG Fiduciary Partners Toledo, Ohio	$74.3M	+$2.11M	9	13.12%	Increased
1389	Abbrea Capital Greenbrae, California	$74.3M	+$385K	7	11.15%	Increased
1390	Taconic Capital Advisors New York	$74.2M	+$26.2M	3	1.79%	Increased
1391	KPCB XV Associates Menlo Park, California	$74.2M	+$518K	1	33.11%	Increased
1392	Palisade Asset Management Minneapolis, Minnesota	$74.2M	-$441K	7	8.72%	Reduced
1393	PEAK6 Investments Chicago, Illinois	$74M	-$27.5M	24	0.18%	Reduced
1394	Kovack Advisors Ft. Lauderdale, Florida	$73.9M	+$2.13M	13	8.42%	Increased
1395	Griffin Asset Management New York	$73.9M	+$1.48M	11	8.9%	Increased
1396	First American Trust Santa Ana, California	$73.8M	-$3.88M	5	11.59%	Reduced
1397	Old Republic International (ORI) Chicago, Illinois	$73.8M	$0	1	1.43%	Maintained
1398	Bank of Hawaii Honolulu, Hawaii	$73.8M	+$899K	7	4.13%	Increased
1399	AL Arnhold LLC New York	$73.8M	-$4.6M	6	8.36%	Reduced
1400	1ST Source Bank South Bend, Indiana	$73.8M	-$1.83M	6	4.65%	Reduced