← 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	TC Towle & Co Denver, Colorado	$13.6M	+$4.25M	1	3.1%	Increased
1402	Shufro Rose & Co New York	$13.6M	-$122K	2	1.63%	Reduced
1403	BCM Beddow Capital Management Jackson, Wyoming	$13.5M	-$242K	1	5.67%	Reduced
1404	TBA Train Babcock Advisors New York	$13.5M	+$2.22M	3	4.79%	Increased
1405	MA Marshwinds Advisory St Simons Island, Georgia	$13.5M	+$149K	5	7.22%	Increased
1406	BCM BBT Capital Management Fort Worth, Texas	$13.4M	+$3.28M	3	1.25%	Increased
1407	Westchester Capital Management (New York) Valhalla, New York	$13.4M	+$4.1M	1	0.22%	Increased
1408	TCCM Timber Creek Capital Management Boston, Massachusetts	$13.4M	-$687K	5	12.53%	Reduced
1409	WRM Westport Resources Management Westport, Connecticut	$13.4M	-$572K	8	4.1%	Reduced
1410	PAM Premier Asset Management Chicago, Illinois	$13.4M	-$8.08M	4	3.38%	Reduced
1411	Perigon Wealth Management San Francisco, California	$13.3M	-$364K	6	3.95%	Reduced
1412	Baring Asset Management London, United Kingdom	$13.3M	-$24M	1	1.21%	Reduced
1413	BLAM Bourne Lent Asset Management Pawling, New York	$13.3M	-$144K	4	10.92%	Reduced
1414	WPIC White Pine Investment Company Livonia, Michigan	$13.3M	-$96.5K	3	8.53%	Reduced
1415	MCM McRae Capital Management Morristown, New Jersey	$13.3M	+$324K	2	6.76%	Increased
1416	VFS VSR Financial Services Overland Park, Kansas	$13.2M	-$4.54M	5	1.5%	Reduced
1417	FWCM First Western Capital Management Los Angeles, California	$13.2M	-$875K	4	4.41%	Reduced
1418	AW ACG Wealth Atlanta, Georgia	$13.2M	-$2.7M	4	3.55%	Reduced
1419	Steigerwald Gordon & Koch Leesburg, Virginia	$13.2M	+$693K	2	5.83%	Increased
1420	Trustmark National Bank Trust Department Jackson, Mississippi	$13.1M	+$465K	5	1.84%	Increased
1421	Polaris Capital Management Boston, Massachusetts	$13.1M	+$1.02M	1	1.59%	Increased
1422	Fukoku Mutual Life Insurance Tokyo, Japan	$13.1M	+$8.02M	7	2.48%	Increased
1423	PP Prospector Partners Guilford, Connecticut	$13M	-$359K	1	1.88%	Reduced
1424	Central Securities New York	$13M	-$8.06M	2	3.42%	Reduced
1425	Caxton Associates (New York) New York	$13M	-$15.2M	2	0.8%	Reduced