← 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
1476	CIC Chase Investment Counsel Charlottesville, Virginia	$22.4M	-$4.32M	5	11.79%	Reduced
1477	Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$22.4M	+$2.71M	6	2.21%	Increased
1478	IberiaBank Lafayette, Louisiana	$22.4M	+$8.56M	6	3.71%	Increased
1479	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$22.3M	+$2.12M	5	9.81%	Increased
1480	Bank Hapoalim BM Tel Aviv, Israel	$22.3M	-$324K	6	5.07%	Reduced
1481	BRA Bender Robert & Associates Pasadena, California	$22.3M	-$399K	4	12.8%	Reduced
1482	Family Management New York	$22.3M	-$1.74M	6	15.25%	Reduced
1483	Vision Capital Management Portland, Oregon	$22.2M	-$613K	3	7.07%	Reduced
1484	SMI Shelter Mutual Insurance Columbia, Missouri	$22.2M	-$2.12M	2	6.93%	Reduced
1485	Brinker Capital Investments Berwyn, Pennsylvania	$22.2M	+$3.22M	7	0.79%	Increased
1486	Carroll Financial Associates Charlotte, North Carolina	$22.2M	-$627K	13	2.52%	Reduced
1487	Landscape Capital Management Englewood, New Jersey	$22.1M	+$8.29M	4	2.22%	Increased
1488	Dorsey Asset Management Chicago, Illinois	$22.1M	-$5.59K	1	9.59%	Reduced
1489	SSI Scott & Selber Inc Houston, Texas	$22M	+$922K	6	12.71%	Increased
1490	Virtu Financial New York	$22M	+$19.8M	13	1.09%	Increased
1491	Greenwood Capital Associates Greenwood, South Carolina	$21.9M	-$229K	4	5.45%	Reduced
1492	Engineers Gate Manager New York	$21.9M	+$3.09M	11	1.84%	Increased
1493	Rockland Trust Hanover, Massachusetts	$21.9M	+$735K	4	3.27%	Increased
1494	Signature Estate & Investment Advisors Los Angeles, California	$21.9M	+$2.77M	4	2.44%	Increased
1495	AIM Assured Investment Management New York	$21.9M	+$8.48M	6	0.45%	Increased
1496	FG Formula Growth Montreal, Quebec, Canada	$21.8M	-$619K	2	3.43%	Reduced
1497	Simmons Bank Pine Bluff, Arkansas	$21.8M	+$1.53M	8	2.26%	Increased
1498	MFS Monetta Financial Services Wheaton, Illinois	$21.7M	-$2.26M	4	11.79%	Reduced
1499	FRG Family Wealth Advisors Bellevue, Washington	$21.7M	+$672K	7	7.49%	Increased
1500	PS Pensionfund Sabic Sittard, Netherlands	$21.7M	$0	6	6.7%	Maintained