← 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	American National Bank & Trust Wichita Falls, Texas	$20.9M	-$790K	7	6.26%	Reduced
1527	Exchange Capital Management Ann Arbor, Michigan	$20.9M	-$864K	6	6.9%	Reduced
1528	WA Winfield Associates Cleveland, Ohio	$20.9M	+$105K	10	10.98%	Increased
1529	CWA Asset Management Group Naples, Florida	$20.9M	+$2.02M	4	6.07%	Increased
1530	FWM Frontier Wealth Management Kansas City, Missouri	$20.8M	+$1.8M	9	3%	Increased
1531	RKL Wealth Management Lancaster, Pennsylvania	$20.8M	-$1.75M	5	5.84%	Reduced
1532	WA Wintergreen Advisers Mount Olive, New Jersey	$20.8M	-$2.47M	2	9.48%	Reduced
1533	Northstar Investment Advisors Denver, Colorado	$20.8M	-$955K	4	4.06%	Reduced
1534	Hendershot Investments Centreville, Virginia	$20.8M	-$276K	6	8.84%	Reduced
1535	CCM Crossvault Capital Management San Antonio, Texas	$20.7M	-$1.43M	4	11.88%	Reduced
1536	John G. Ullman & Associates Corning, New York	$20.7M	+$597K	4	4.04%	Increased
1537	First Financial Bank - Trust Division Hamilton, Ohio	$20.6M	-$252K	6	3.49%	Reduced
1538	Lyell Wealth Management Menlo Park, California	$20.6M	+$260K	5	8.89%	Increased
1539	Echo Street Capital Management New York	$20.6M	+$1.92M	1	0.7%	Increased
1540	KAM Kavi Asset Management New York	$20.6M	-$4.6M	2	9.84%	Reduced
1541	Marble Harbor Investment Counsel Boston, Massachusetts	$20.6M	+$496K	6	4.19%	Increased
1542	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$20.4M	+$11.8M	8	3.77%	Increased
1543	CC Cipher Capital New York	$20.4M	+$8.91M	5	1.54%	Increased
1544	Rand Wealth Baltimore, Maryland	$20.4M	-$255K	8	2.35%	Reduced
1545	SM Selkirk Management Chatham, New Jersey	$20.4M	$0	2	11.13%	Maintained
1546	TCV Trust & Wealth Management Richmond, Virginia	$20.4M	-$1.33M	6	3.01%	Reduced
1547	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$20.3M	+$5.31M	2	9.27%	Increased
1548	Kovack Advisors Ft. Lauderdale, Florida	$20.3M	+$1.28M	9	6.74%	Increased
1549	ProVise Management Group Clearwater, Florida	$20.3M	-$384K	5	2.95%	Reduced
1550	Hudson Valley Investment Advisors Goshen, New York	$20.3M	+$75.5K	4	5.26%	Increased