← 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	Dillon & Associates Jackson, Michigan	$101M	+$1.03M	4	13.86%	Increased
1502	J.P. Marvel Investment Advisors Boston, Massachusetts	$101M	-$202K	5	14.27%	Reduced
1503	Verdence Capital Advisors Hunt Valley, Maryland	$100M	+$340K	8	5.83%	Increased
1504	Stratos Investment Management Beachwood, Ohio	$100M	-$4.05M	6	4.02%	Reduced
1505	Generali Investments Management Ljubljana, Slovenia	$100M	+$12.7M	8	23.31%	Increased
1506	Stevens Capital Management Radnor, Pennsylvania	$100M	+$83M	6	15.41%	Increased
1507	SC Saybrook Capital Winston Salem, North Carolina	$100M	-$2.21M	4	26.86%	Reduced
1508	DCPAL Div Capital Phoenix Assets Ltd Georgetown,	$100M	+$18.1M	3	22.93%	Increased
1509	DRW Securities Chicago, Illinois	$100M	+$83.4M	16	1.38%	Increased
1510	Nemes Rush Group Novi, Michigan	$100M	+$1.01M	16	9.46%	Increased
1511	Sava Infond Maribor, Slovenia	$100M	-$2.66M	8	14.12%	Reduced
1512	Steigerwald Gordon & Koch Leesburg, Virginia	$99.4M	+$213K	14	10.2%	Increased
1513	Transcend Capital Advisors Madison, New Jersey	$99.3M	+$2.54M	15	7.95%	Increased
1514	Jasper Ridge Partners Menlo Park, California	$99.3M	-$256K	10	2.21%	Reduced
1515	Bank of Hawaii Honolulu, Hawaii	$99.3M	-$611K	7	5.2%	Reduced
1516	First Nebraska Trust Lincoln, Nebraska	$99.3M	+$5.21M	7	9.18%	Increased
1517	Slow Capital Greenbrae, California	$99.2M	+$7.96M	7	12.89%	Increased
1518	BDF Gestion Paris, France	$99.1M	+$4.77M	5	13.24%	Increased
1519	Red Door Wealth Management Memphis, Tennessee	$99M	+$712K	7	10.29%	Increased
1520	Tree Line Advisors Central, Hong Kong	$98.7M	$0	1	42.44%	Maintained
1521	Marathon Trading Investment Management Radnor, Pennsylvania	$98.6M	-$55M	8	2.69%	Reduced
1522	BW Gestao de Investimentos Sao Paulo, Brazil	$98.6M	+$46.7M	10	3.28%	Increased
1523	S-Bank Fund Management Helsinki, Finland	$98.5M	-$953K	8	14.67%	Reduced
1524	Aviance Capital Partners Naples, Florida	$98.4M	+$817K	7	11.53%	Increased
1525	Parus Finance (UK) London, United Kingdom	$98M	-$2.33M	5	29.3%	Reduced