← 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
1451	LK Lumbard & Kellner Hollis, New Hampshire	$10.9M	$0	3	9.34%	Maintained
1452	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$10.9M	+$2.35M	3	6.44%	Increased
1453	CC Courier Capital Buffalo, New York	$10.9M	+$935K	5	2.24%	Increased
1454	HJA Hugh Johnson Advisors Albany, New York	$10.9M	-$59.8K	3	4.1%	Reduced
1455	MWVC Morgens Waterfall Vintiadis & Co New York	$10.9M	+$6.41M	2	6.58%	Increased
1456	AAM Archipel Asset Management Stockholm, Sweden	$10.9M	-$3.12M	2	2.8%	Reduced
1457	SM Selkirk Management Chatham, New Jersey	$10.8M	$0	2	8.91%	Maintained
1458	KIM Kestrel Investment Management San Mateo, California	$10.8M	+$9.9M	1	1.34%	New
1459	TA TBP Advisors Purchase, New York	$10.8M	+$235K	3	6.73%	Increased
1460	PWW Pettyjohn Wood & White Lynchburg, Virginia	$10.8M	+$2.45M	3	4.94%	Increased
1461	Exchange Capital Management Ann Arbor, Michigan	$10.8M	+$2.77M	5	4.95%	Increased
1462	TBA Train Babcock Advisors New York	$10.8M	-$234K	2	3.47%	Reduced
1463	WRM Westport Resources Management Westport, Connecticut	$10.8M	-$3.24M	6	3.02%	Reduced
1464	QCMC Quantum Capital Management (California) San Francisco, California	$10.7M	+$272K	5	1.73%	Increased
1465	AP Alydar Partners Boston, Massachusetts	$10.6M	+$10.3M	2	1.06%	New
1466	DVM Dreman Value Management West Palm Beach, Florida	$10.6M	+$6.43M	4	0.82%	Increased
1467	SIM Spark Investment Management New York	$10.6M	+$7.57M	6	1.65%	Increased
1468	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$10.5M	+$323K	4	4.14%	Increased
1469	Sterne Agee Group Birmingham, Alabama	$10.5M	+$1.29M	3	2.06%	Increased
1470	Guardian Capital (Canada) Toronto, Ontario, Canada	$10.5M	+$8.43M	4	0.16%	Increased
1471	AAM AR Asset Management West Hollywood, California	$10.5M	-$737K	2	4.39%	Reduced
1472	Toth Financial Advisory Leesburg, Virginia	$10.5M	-$252K	3	4.23%	Reduced
1473	LA Lynch & Associates Newburgh, Indiana	$10.4M	+$91.7K	2	6.16%	Increased
1474	Main Street Research Lakeville, Connecticut	$10.4M	-$3.91M	5	2.54%	Reduced
1475	WCM Weik Capital Management Wyomissing, Pennsylvania	$10.4M	-$302K	3	6.58%	Reduced