← 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
1426	Consulta London, United Kingdom	$24.3M	+$11.9M	1	3.26%	Increased
1427	Level Four Advisory Services Dallas, Texas	$24.3M	+$7.82M	8	2.16%	Increased
1428	Mitchell Capital Management Leawood, Kansas	$24.2M	-$249K	3	8.83%	Reduced
1429	Arvest Bank Trust Division Dewey, Oklahoma	$24.2M	+$530K	4	1.72%	Increased
1430	Sand Hill Global Advisors Palo Alto, California	$24.1M	-$1.52M	5	2.57%	Reduced
1431	YCG LLC Austin, Texas	$24.1M	+$2.91M	2	6.33%	Increased
1432	WCM Woodson Capital Management Greenwich, Connecticut	$24.1M	+$6.85M	3	9.03%	Increased
1433	Foundry Partners Minneapolis, Minnesota	$24.1M	-$2.21M	5	0.96%	Reduced
1434	Canandaigua National Bank & Trust Canandaigua, New York	$24.1M	+$819K	6	4.58%	Increased
1435	Carrhae Capital London, United Kingdom	$24M	+$15.3M	1	6.14%	Increased
1436	Quadrature Capital London, United Kingdom	$23.9M	-$63.2M	6	3%	Reduced
1437	MTM Millennium TVP Management New York	$23.9M	+$22.4M	1	22.89%	New
1438	BLAM Bourne Lent Asset Management Pawling, New York	$23.8M	+$15.8K	5	12.24%	Increased
1439	NPC National Planning Corporation El Segundo, California	$23.7M	-$9.9M	9	1.98%	Reduced
1440	Dorsey & Whitney Trust Sioux Falls, South Dakota	$23.7M	-$91.3K	9	4.72%	Reduced
1441	MRCM M&R Capital Management Summit, New Jersey	$23.7M	-$232K	10	5.72%	Reduced
1442	TLCM Tiger Legatus Capital Management New York	$23.7M	-$12.1M	2	9.85%	Reduced
1443	DG Davidson & Garrard Lynchburg, Virginia	$23.6M	-$61.5K	7	5.57%	Reduced
1444	GW & Wade Wellesley, Massachusetts	$23.6M	+$41.7K	7	2.86%	Increased
1445	CANC Culbertson A N & Co Charlottesville, Virginia	$23.6M	-$314K	6	7.19%	Reduced
1446	Osborn Williams & Donohoe Cincinnati, Ohio	$23.4M	-$1.03M	7	4.22%	Reduced
1447	Clearstead Advisors Cleveland, Ohio	$23.4M	+$407K	7	3.05%	Increased
1448	GLRA Gerald L. Ray & Associates Dallas, Texas	$23.3M	-$160K	7	2.91%	Reduced
1449	Girard Partners King Of Prussia, Pennsylvania	$23.3M	+$814K	6	4.8%	Increased
1450	CIM CenturyLink Investment Management Denver, Colorado	$23.2M	+$524K	7	7.54%	Increased