← 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	Veritas Investment Management (UK) London, United Kingdom	$73.7M	+$360K	4	12.15%	Increased
1402	Capital Fund Management (CFM) Paris, France	$73.6M	+$35.2M	8	0.58%	Increased
1403	Birinyi Associates Westport, Connecticut	$73.6M	-$1.37M	5	25.55%	Reduced
1404	BTR Capital Management Oakland, California	$73.6M	-$457K	6	9.19%	Reduced
1405	Brookstone Capital Management Wheaton, Illinois	$73.6M	+$31.4M	10	1.32%	Increased
1406	Meiji Yasuda Life Insurance Tokyo, Japan	$73.5M	-$2.29M	7	1.36%	Reduced
1407	FWM Frontier Wealth Management Kansas City, Missouri	$73.2M	+$2.84M	9	5.12%	Increased
1408	Caldwell Trust Venice, Florida	$73.1M	-$1.69M	13	9.57%	Reduced
1409	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$73M	+$390K	5	14.15%	Increased
1410	Qtron Investments Boston, Massachusetts	$73M	-$48.8K	9	18.49%	Reduced
1411	Heritage Wealth Advisors Richmond, Virginia	$72.9M	-$1.66M	10	4.49%	Reduced
1412	Westwind Capital Las Cruces, New Mexico	$72.9M	+$3.28M	6	17.52%	Increased
1413	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$72.8M	+$5.34M	9	7.44%	Increased
1414	Scholtz & Company Stamford, Connecticut	$72.8M	+$1.94M	5	24.91%	Increased
1415	Merriman Wealth Management Seattle, Washington	$72.7M	+$9.42M	6	6.24%	Increased
1416	AMG National Trust Bank Greenwood Village, Colorado	$72.7M	-$176K	7	2.32%	Reduced
1417	Verde Servicos Internacionais Sao Paulo, Brazil	$72.5M	+$33.5M	2	7.71%	Increased
1418	Van Cleef Asset Management Beachwood, Ohio	$72.4M	-$2.06M	6	10.7%	Reduced
1419	JCIC Asset Management Toronto, Ontario, Canada	$72.3M	-$276K	7	18.61%	Reduced
1420	Regents of the University of California Oakland, California	$72.3M	+$21.7M	2	9.23%	Increased
1421	MWM Madison Wealth Management Cincinnati, Ohio	$72.1M	-$2.03M	6	15.89%	Reduced
1422	KFS Kurt F. Somerville	$72M	-$2.38M	5	10.74%	Reduced
1423	Simmons Bank Pine Bluff, Arkansas	$71.8M	-$899K	8	5.19%	Reduced
1424	D.L. Carlson Investment Group Concord, New Hampshire	$71.8M	-$1.58M	5	12.43%	Reduced
1425	United Asset Strategies Garden City, New York	$71.7M	+$1.49M	7	9.56%	Increased