← 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	Ulysses Management New York	$40.1M	$0	1	3.89%	Maintained
1427	Transform Wealth Greenwood Village, Colorado	$40M	-$1.43M	6	6.34%	Reduced
1428	Choate Investment Advisors Boston, Massachusetts	$40M	-$109K	6	2.43%	Reduced
1429	Washington Trust Bank Spokane, Washington	$39.9M	-$702K	6	5.68%	Reduced
1430	Discovery Capital Management South Norwalk, Connecticut	$39.9M	+$2.59M	2	12.66%	Increased
1431	Mitchell Capital Management Leawood, Kansas	$39.8M	-$1.27M	5	12.66%	Reduced
1432	Thomas White International Chicago, Illinois	$39.8M	-$316K	7	6.66%	Reduced
1433	J. Goldman & Co New York	$39.7M	+$3.4M	4	2.85%	Increased
1434	Trexquant Investment Stamford, Connecticut	$39.7M	+$14.1M	9	2.35%	Increased
1435	KPF K2 Principal Fund Toronto, Ontario, Canada	$39.7M	-$252K	3	3.43%	Reduced
1436	Fagan Associates Troy, New York	$39.6M	-$2.12M	4	12.84%	Reduced
1437	Roundview Capital Princeton, New Jersey	$39.5M	+$1.79M	6	7.51%	Increased
1438	Clearstead Advisors Cleveland, Ohio	$39.5M	-$750K	7	4.79%	Reduced
1439	Ostrum Asset Management Paris, France	$39.4M	+$6.14M	4	18.73%	Increased
1440	Azzad Asset Management Falls Church, Virginia	$39.4M	+$476K	9	4.65%	Increased
1441	MayTech Global Investments New York	$39.2M	+$19.3M	5	17.04%	Increased
1442	Dixon Hubard Feinour & Brown Roanoke, Virginia	$39.2M	-$49.5K	6	10.17%	Reduced
1443	Dubuque Bank & Trust Dubuque, Iowa	$39.1M	-$2.69M	6	5.96%	Reduced
1444	Matthew Goff Investment Advisor Houston, Texas	$39M	-$478K	5	14.46%	Reduced
1445	Virtu Financial New York	$39M	+$613K	14	3.79%	Increased
1446	Nicola Wealth Management Vancouver, British Columbia, Canada	$39M	+$2.73M	4	5.87%	Increased
1447	TrinityPoint Wealth Milford, Connecticut	$39M	-$445K	7	13.15%	Reduced
1448	Nicollet Investment Management Minneapolis, Minnesota	$39M	-$24K	6	18.23%	Reduced
1449	Rothschild Capital Partners New York	$39M	-$1.31M	5	17.74%	Reduced
1450	AGF Investments LLC Toronto, Ontario, Canada	$38.9M	+$1.83M	9	7.24%	Increased