← 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
1401	Bath Savings Trust Bath, Maine	$10.3M	+$10.6M	4	4.83%	New
1402	Manchester Capital Management Manchester, Vermont	$10.3M	+$10.4M	8	1.92%	New
1403	BMC Benin Management Corp Wilton, Connecticut	$10.3M	+$10.4M	4	6.35%	New
1404	Fulton Breakefield Broenniman Bethesda, Maryland	$10.3M	+$10.6M	3	3.02%	New
1405	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$10.2M	+$10.3M	2	7.08%	New
1406	TCM Tradition Capital Management Summit, New Jersey	$10.2M	+$9.9M	3	3.78%	New
1407	GCM Grandmaster Capital Management San Francisco, California	$10.2M	+$9.7M	1	6.52%	New
1408	AEGON Asset Management (UK) Edinburgh, United Kingdom	$10.2M	+$10.4M	5	2.39%	New
1409	WAM Winslow Asset Management Beachwood, Ohio	$10.2M	+$11M	2	2.02%	New
1410	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$10.2M	+$9.8M	5	8.88%	New
1411	Jefferies Group New York	$10.2M	+$10.4M	9	0.11%	New
1412	Auxier Asset Management Aurora, Oregon	$10.2M	+$9.8M	2	2.46%	New
1413	Mariner Overland Park, Kansas	$10.1M	+$10.1M	5	2.13%	New
1414	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$10.1M	+$9.7M	3	3.53%	New
1415	CBT Central Bank & Trust Lexington, Kentucky	$10.1M	+$10.5M	4	4.8%	New
1416	ANRIA American National Registered Investment Advisor Galveston, Texas	$10.1M	+$10.1M	5	5.73%	New
1417	MSI Financial Services Springfield, Massachusetts	$10.1M	+$10.3M	10	2.02%	New
1418	DAM Davis Asset Management Sausalito, California	$10.1M	+$9.7M	1	4.84%	New
1419	Caxton Associates (New York) New York	$10.1M	+$9.7M	1	0.51%	New
1420	HC Highmount Capital New York	$10M	+$10.1M	4	2.63%	New
1421	Dixon Hubard Feinour & Brown Roanoke, Virginia	$10M	+$10.1M	2	4.46%	New
1422	ACM Argyle Capital Management Center Valley, Pennsylvania	$10M	+$10.2M	3	5.72%	New
1423	SIG Schooner Investment Group Wayne, Pennsylvania	$9.9M	+$10.1M	5	4.46%	New
1424	Laffer Tengler Investments Nashville, Tennessee	$9.9M	+$9.43M	1	1.95%	New
1425	PGIM Pacific Global Investment Management Glendale, California	$9.9M	+$9.8M	2	1.85%	New