← 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
1526	Bellecapital Zurich, Switzerland	$19.7M	+$688K	6	17.3%	Increased
1527	GJCM Grand Jean Capital Management San Francisco, California	$19.7M	-$1.27M	4	7.51%	Reduced
1528	MCM McRae Capital Management Morristown, New Jersey	$19.6M	+$173K	2	7.97%	Increased
1529	CCM Cohen Capital Management Corte Madera, California	$19.6M	-$77.4K	5	4.88%	Reduced
1530	FG Formula Growth Montreal, Quebec, Canada	$19.6M	+$6.15M	2	3.36%	Increased
1531	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$19.5M	+$1.92M	4	8.74%	Increased
1532	Hudson Valley Investment Advisors Goshen, New York	$19.4M	-$196K	4	5.34%	Reduced
1533	GCM GoodHaven Capital Management Millburn, New Jersey	$19.4M	-$3.12M	2	9.69%	Reduced
1534	Simmons Bank Pine Bluff, Arkansas	$19.4M	+$224K	8	2.17%	Increased
1535	Eventide Asset Management Boston, Massachusetts	$19.4M	$0	1	1.21%	Maintained
1536	Lombard Odier Asset Management (Europe) London, United Kingdom	$19.4M	+$271K	7	1.1%	Increased
1537	Griffin Asset Management New York	$19.3M	+$19.6M	6	5.16%	New
1538	Steigerwald Gordon & Koch Leesburg, Virginia	$19.3M	+$711K	5	5.43%	Increased
1539	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$19.2M	-$2.13M	8	2.76%	Reduced
1540	Moors & Cabot Boston, Massachusetts	$19.1M	+$636K	9	3.17%	Increased
1541	SFSIG San Francisco Sentry Investment Group San Francisco, California	$19.1M	+$1.81M	11	6.8%	Increased
1542	Peak Asset Management Louisville, Colorado	$19M	-$7.47K	6	7.07%	Reduced
1543	LPC Lion Point Capital New York	$19M	-$6.9M	1	2.64%	Reduced
1544	Pekin Hardy Strauss Chicago, Illinois	$19M	+$173K	6	3%	Increased
1545	BCA Bernzott Capital Advisors Camarillo, California	$18.9M	-$11.4K	2	3.11%	Reduced
1546	EVM Evelyn V. Moreno	$18.9M	-$220K	4	5.79%	Reduced
1547	SG Swarthmore Group Philadelphia, Pennsylvania	$18.8M	-$40.8M	2	4.35%	Reduced
1548	Channing Capital Management Chicago, Illinois	$18.8M	+$677K	3	0.73%	Increased
1549	Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$18.8M	+$253K	6	1.89%	Increased
1550	Moody National Bank Trust Division Galveston, Texas	$18.8M	-$19.5K	8	0.93%	Reduced