← 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
1501	OCMI Oaktop Capital Management II Chatham, New Jersey	$10M	$0	1	2.56%	Maintained
1502	RKL Wealth Management Lancaster, Pennsylvania	$10M	+$10.6M	3	7.56%	New
1503	RMSCM R.M. Sincerbeaux Capital Management New York	$9.9M	$0	2	9.78%	Maintained
1504	BMC Benin Management Corp Wilton, Connecticut	$9.9M	+$689	4	6.06%	Increased
1505	Buckingham Capital Management (Ohio) Dayton, Ohio	$9.9M	+$152K	3	3.32%	Increased
1506	TCI Wealth Advisors Tucson, Arizona	$9.9M	+$1.18M	7	6.45%	Increased
1507	CAM Cubic Asset Management Boston, Massachusetts	$9.9M	-$22.5K	3	3.4%	Reduced
1508	SFU Stonehage Fleming (UK) London, United Kingdom	$9.9M	-$1.71M	4	4.17%	Reduced
1509	Smithfield Trust Pittsburgh, Pennsylvania	$9.8M	-$701K	7	1.96%	Reduced
1510	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$9.8M	+$1.27M	5	5.33%	Increased
1511	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$9.8M	-$1.35M	3	4.68%	Reduced
1512	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$9.8M	-$203K	1	4.74%	Reduced
1513	Trustmark National Bank Trust Department Jackson, Mississippi	$9.8M	-$1.27M	5	1.13%	Reduced
1514	Reynders McVeigh Capital Management Boston, Massachusetts	$9.8M	+$77.6K	6	2.31%	Increased
1515	AFIA America First Investment Advisors Omaha, Nebraska	$9.7M	-$278K	4	4.59%	Reduced
1516	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$9.7M	-$223K	5	6.4%	Reduced
1517	RJA Robshaw & Julian Associates Williamsville, New York	$9.7M	+$159K	2	7.49%	Increased
1518	GIM Groesbeck Investment Management Paramus, New Jersey	$9.7M	-$570K	2	4.37%	Reduced
1519	MIM Midwest Investment Management Cleveland, Ohio	$9.7M	-$2.39M	3	7.25%	Reduced
1520	ArrowMark Colorado Holdings Denver, Colorado	$9.7M	$0	2	0.31%	Maintained
1521	SCM Sterneck Capital Management Kansas City, Missouri	$9.7M	+$1.64M	3	5.24%	Increased
1522	MBE Michael B. Elefante	$9.6M	+$221K	4	4.17%	Increased
1523	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$9.6M	+$65.5K	1	4.11%	Increased
1524	SH SeaTown Holdings Singapore	$9.6M	+$10.1M	1	3.59%	New
1525	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$9.6M	-$69K	3	8.47%	Reduced