← 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	Kerrisdale Advisers Miami, Florida	$39.2M	+$30M	4	7.49%	Increased
1427	Packer & Co Cottesloe, Australia	$39.1M	$0	1	13.96%	Maintained
1428	Mechanics Bank - Trust Department Walnut Creek, California	$39.1M	-$774K	5	9.54%	Reduced
1429	PFM Health Sciences San Francisco, California	$39.1M	+$19.6M	3	3.21%	Increased
1430	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$39M	-$13.5M	2	10.13%	Reduced
1431	Quadrant Capital Group Cincinnati, Ohio	$38.9M	+$5.88M	20	6.52%	Increased
1432	KC KCL Capital New York	$38.8M	+$38.7M	2	10.38%	New
1433	Stonebridge Capital Advisors St Paul, Minnesota	$38.8M	-$422K	14	8.19%	Reduced
1434	TRB Advisors New York	$38.8M	-$20.6M	3	27.88%	Reduced
1435	RIA RPG Investment Advisory Pleasanton, California	$38.7M	+$11.7M	8	10.96%	Increased
1436	Linscomb Wealth Houston, Texas	$38.7M	+$1.87M	9	3.42%	Increased
1437	SignatureFD Atlanta, Georgia	$38.6M	+$5.96M	22	3.34%	Increased
1438	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$38.6M	-$599K	6	7.72%	Reduced
1439	Monetary Management Group St Louis, Missouri	$38.6M	+$3.41M	7	17.07%	Increased
1440	Randolph Company Cincinnati, Ohio	$38.5M	-$14.1M	2	7.64%	Reduced
1441	Addenda Capital Montreal, Quebec, Canada	$38.5M	+$6.84M	4	3.27%	Increased
1442	Soros Fund Management New York	$38.4M	-$44.3M	2	1.95%	Reduced
1443	AL Arnhold LLC New York	$38.3M	+$13.1M	7	7.07%	Increased
1444	MayTech Global Investments New York	$38.2M	+$416K	5	17.46%	Increased
1445	Union Bancaire Privee Asset Management New York	$38.2M	-$1.33M	3	23.68%	Reduced
1446	Bowie Capital Management Richardson, Texas	$38M	+$10.9M	2	9.71%	Increased
1447	Hudson Valley Investment Advisors Goshen, New York	$38M	+$769K	6	10.53%	Increased
1448	Matthew Goff Investment Advisor Houston, Texas	$38M	-$63.3K	5	16%	Reduced
1449	Exencial Wealth Advisors Oklahoma City, Oklahoma	$37.9M	+$3.52M	6	6.77%	Increased
1450	Choate Investment Advisors Boston, Massachusetts	$37.9M	-$680K	6	3.03%	Reduced