← 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	Act Two Investors Santa Cruz, California	$30.9M	+$3.49M	5	17.75%	Increased
1502	MA Mutual Advisors Omaha, Nebraska	$30.8M	+$676K	9	4.56%	Increased
1503	Advisors Capital Management Ridgewood, New Jersey	$30.8M	+$1.6M	5	1.92%	Increased
1504	B. Riley Wealth Management Memphis, Tennessee	$30.7M	+$3.65M	9	5.33%	Increased
1505	CAM Contour Asset Management New York	$30.7M	-$54M	2	2.2%	Reduced
1506	Wilsey Asset Management San Diego, California	$30.7M	$0	1	12.79%	Maintained
1507	Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$30.7M	-$1.09M	3	3.81%	Reduced
1508	TCOT Trust Company of Toledo Holland, Ohio	$30.7M	+$731K	7	7.84%	Increased
1509	Buckley Wealth Management Las Vegas, Nevada	$30.6M	-$1.77M	7	14.51%	Reduced
1510	Sand Hill Global Advisors Palo Alto, California	$30.6M	-$3.03M	5	3.12%	Reduced
1511	Claret Asset Management Montreal, Quebec, Canada	$30.5M	-$657K	7	6.07%	Reduced
1512	Fairview Capital Investment Management Greenbrae, California	$30.5M	+$25.1M	3	1.63%	Increased
1513	Roundview Capital Princeton, New Jersey	$30.5M	-$286K	5	7.24%	Reduced
1514	Exencial Wealth Advisors Oklahoma City, Oklahoma	$30.4M	-$355K	6	7.23%	Reduced
1515	Princeton Capital Management Red Bank, New Jersey	$30.4M	+$180K	8	15.31%	Increased
1516	Corient Capital Partners Newport Beach, California	$30.2M	+$7.41M	7	4.9%	Increased
1517	North Star Investment Management Chicago, Illinois	$30.2M	+$1.28M	13	3.52%	Increased
1518	GC Gruss & Co West Palm Beach, Florida	$30.1M	+$1.45M	5	31.48%	Increased
1519	Crystal Rock Capital Management Bannockburn, Illinois	$30M	$0	5	22.21%	Maintained
1520	Nicola Wealth Management Vancouver, British Columbia, Canada	$30M	+$3.88M	4	4.48%	Increased
1521	Hudson Way Capital Management Dallas, Texas	$30M	+$10M	2	15.54%	Increased
1522	Shikiar Asset Management New York	$29.9M	-$707K	4	12.54%	Reduced
1523	HA Harbor Advisors West Palm Beach, Florida	$29.9M	+$1.18M	7	9.63%	Increased
1524	RIA RPG Investment Advisory Pleasanton, California	$29.9M	+$761K	8	6.99%	Increased
1525	German American Bancorp Jasper, Indiana	$29.8M	+$788K	4	8.82%	Increased