← 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	InterOcean Capital Chicago, Illinois	$13.3M	+$2.67M	4	4.79%	Increased
1402	Lincluden Management Mississauga, Ontario, Canada	$13.2M	-$913K	2	1.31%	Reduced
1403	Dixon Hubard Feinour & Brown Roanoke, Virginia	$13.2M	-$5.33M	3	4.11%	Reduced
1404	CW Cobiz Wealth Denver, Colorado	$13.2M	+$731K	5	3.02%	Increased
1405	MA Menlo Advisors Menlo Park, California	$13.2M	-$102K	3	9.37%	Reduced
1406	GLG Partners London, United Kingdom	$13.2M	-$25.2M	4	0.38%	Reduced
1407	Graham Capital Management Rowayton, Connecticut	$13.1M	+$9.9M	4	0.56%	Increased
1408	DG Davidson & Garrard Lynchburg, Virginia	$13.1M	+$405K	5	3.04%	Increased
1409	First Horizon Advisors Memphis, Tennessee	$13.1M	+$191K	10	2.02%	Increased
1410	MassMutual Private Wealth & Trust Windsor, Connecticut	$13.1M	-$6.92M	7	4.24%	Reduced
1411	SeaBridge Investment Advisors Summit, New Jersey	$13M	+$2.29M	4	2.67%	Increased
1412	WAM Winslow Asset Management Beachwood, Ohio	$13M	-$310K	2	2.13%	Reduced
1413	Penobscot Investment Management Boston, Massachusetts	$13M	-$518K	4	4.09%	Reduced
1414	CIM CenturyLink Investment Management Denver, Colorado	$13M	-$790K	6	3.84%	Reduced
1415	FPCM Fox Point Capital Management New York	$13M	+$5.13M	1	7.77%	Increased
1416	EVM Evelyn V. Moreno	$13M	+$197K	4	4.78%	Increased
1417	EIM Emerson Investment Management Boston, Massachusetts	$12.9M	-$51.2K	4	2.51%	Reduced
1418	WRM Westport Resources Management Westport, Connecticut	$12.9M	+$1.83M	6	3.45%	Increased
1419	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$12.9M	+$1.85M	3	3.44%	Increased
1420	Heartland Advisors Milwaukee, Wisconsin	$12.9M	+$1.03M	1	0.25%	Increased
1421	Lockheed Martin Investment Management Bethesda, Maryland	$12.8M	-$4.21M	5	0.55%	Reduced
1422	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$12.8M	+$2.08M	5	4.71%	Increased
1423	Edge Wealth Management New York	$12.8M	+$8.59M	6	4.69%	Increased
1424	Moody National Bank Trust Division Galveston, Texas	$12.7M	+$565K	6	0.85%	Increased
1425	Kopernik Global Investors Tampa, Florida	$12.7M	+$11.8M	1	4.32%	Increased