← 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	Peninsula Wealth San Francisco, California	$44.7M	+$1.57M	7	14.06%	Increased
1502	Polaris Capital Management Boston, Massachusetts	$44.7M	+$3.43M	1	1.56%	Increased
1503	KFS Kurt F. Somerville	$44.6M	-$907K	5	8.67%	Reduced
1504	James Investment Research Alpha, Ohio	$44.6M	-$2.2M	10	6.23%	Reduced
1505	TCV Trust & Wealth Management Richmond, Virginia	$44.6M	+$8.58M	5	5.06%	Increased
1506	Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$44.5M	-$7.9M	5	23.47%	Reduced
1507	SP Solel Partners Boston, Massachusetts	$44.5M	-$14.1M	2	9.96%	Reduced
1508	Oakworth Capital Birmingham, Alabama	$44.5M	-$269K	11	4.27%	Reduced
1509	Bordeaux Wealth Advisors Menlo Park, California	$44.4M	+$12M	6	24.38%	Increased
1510	Capco Asset Management Tampa, Florida	$44.4M	+$4.26M	2	12.54%	Increased
1511	Shufro Rose & Co New York	$44.3M	-$476K	7	3.74%	Reduced
1512	RWA Wealth Partners Newton, Massachusetts	$44.3M	-$113K	7	1.1%	Reduced
1513	D.L. Carlson Investment Group Concord, New Hampshire	$44.3M	-$2.63M	5	9.5%	Reduced
1514	Kovack Advisors Ft. Lauderdale, Florida	$44.3M	-$2.21M	13	6.48%	Reduced
1515	K.J. Harrison & Partners Toronto, Ontario, Canada	$44.3M	+$4.41M	4	8.66%	Increased
1516	Sabal Trust St. Petersburg, Florida	$44.3M	-$184K	6	3.02%	Reduced
1517	Bank Pictet & Cie (Asia) Singapore	$44.2M	+$1.13M	4	15.87%	Increased
1518	Insight Holdings Group New York	$44.1M	-$17.3M	3	0.92%	Reduced
1519	Novo Holdings A/S Hellerup, Denmark	$44.1M	$0	1	2.75%	Maintained
1520	FourThought Financial Partners Venice, Florida	$44.1M	+$46.1M	7	6.38%	New
1521	Ashton Thomas Private Wealth Scottsdale, Arizona	$44M	-$1.49M	6	4.38%	Reduced
1522	PTB Pioneer Trust Bank Salem, Oregon	$43.8M	+$112K	6	13.27%	Increased
1523	Quadrant Capital Group Cincinnati, Ohio	$43.8M	+$2.53M	26	4.96%	Increased
1524	Absher Wealth Management Chapel Hill, North Carolina	$43.8M	+$2.72M	4	8.02%	Increased
1525	Kiley Juergens Wealth Management Olympia, Washington	$43.8M	+$148K	5	18.35%	Increased