← 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	VCP Vernier Capital Partners New York	$32.8M	+$781K	4	24.87%	Increased
1477	Lyell Wealth Management Menlo Park, California	$32.8M	+$1.05M	5	9.89%	Increased
1478	Waratah Capital Advisors Toronto, Ontario, Canada	$32.7M	-$31.8M	2	3.64%	Reduced
1479	MRCM M&R Capital Management Summit, New Jersey	$32.7M	-$64K	11	7.38%	Reduced
1480	Anderson Hoagland & Co St Louis, Missouri	$32.6M	+$2.83M	5	20.2%	Increased
1481	Heritage Trust Oklahoma City, Oklahoma	$32.5M	-$500K	6	7.23%	Reduced
1482	North Star Investment Management Chicago, Illinois	$32.5M	+$653K	9	3.75%	Increased
1483	SCP Seafarer Capital Partners Larkspur, California	$32.4M	+$7.78M	1	63.01%	Increased
1484	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$32.4M	-$66.3M	1	13.32%	Reduced
1485	Tran Capital Management San Rafael, California	$32.3M	-$9.26M	1	4.03%	Reduced
1486	Willis Investment Counsel Gainesville, Georgia	$32.3M	-$13.2M	1	2.19%	Reduced
1487	UBPAM Union Bancaire Privee Asset Management New York	$32.3M	+$10.5M	3	18.92%	Increased
1488	HC Hillman Company Pittsburgh, Pennsylvania	$32.3M	+$2.93M	1	15.28%	Increased
1489	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$32.2M	+$27.4M	2	8.03%	Increased
1490	Scout Investments Kansas City, Missouri	$32.2M	-$8.69M	1	0.62%	Reduced
1491	Sand Hill Global Advisors Palo Alto, California	$32.1M	+$269K	6	3.29%	Increased
1492	ARMC American Research & Management Company Marion, Massachusetts	$32.1M	-$87.6K	6	9.6%	Reduced
1493	BTC Capital Management Des Moines, Iowa	$32M	-$1.06M	6	5.19%	Reduced
1494	Checchi Capital Advisers Beverly Hills, California	$31.9M	+$2.63M	9	4.06%	Increased
1495	RCM Ratan Capital Management Miami Beach, Florida	$31.9M	+$10.1M	3	7.09%	Increased
1496	EVM Evelyn V. Moreno	$31.9M	-$339K	4	9.7%	Reduced
1497	WIS Wright Investors Service Shelton, Connecticut	$31.9M	-$1.65M	6	12.15%	Reduced
1498	Convergence Investment Partners Palm Beach Gardens, Florida	$31.9M	-$2.06M	9	7.71%	Reduced
1499	Verity & Verity Beaufort, South Carolina	$31.9M	+$315K	4	6.93%	Increased
1500	CCT Chemung Canal Trust Elmira, New York	$31.8M	+$902K	5	7.4%	Increased