← 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	Symmetry Partners Glastonbury, Connecticut	$53.7M	-$10M	10	3.86%	Reduced
1527	Union Bancaire Privee Asset Management New York	$53.7M	-$7.56M	3	28.42%	Reduced
1528	Broadleaf Partners Hudson, Ohio	$53.5M	+$1.93M	4	20.16%	Increased
1529	Peak Asset Management Louisville, Colorado	$53.5M	-$597K	8	12.91%	Reduced
1530	CCM Cohen Capital Management Corte Madera, California	$53.4M	+$1.06M	6	9.79%	Increased
1531	Homrich & Berg Atlanta, Georgia	$53.4M	+$125K	8	1.38%	Increased
1532	Granite Investment Advisors Concord, New Hampshire	$53.4M	+$4.47M	7	8.94%	Increased
1533	EVM Evelyn V. Moreno	$53.4M	-$12.3K	4	12.73%	Reduced
1534	Carroll Financial Associates Charlotte, North Carolina	$53.3M	+$19K	21	3.28%	Increased
1535	Ghisallo Capital Management Boston, Massachusetts	$53.3M	+$60.2M	3	3.41%	New
1536	Nan Fung Trinity Central, Hong Kong, Hong Kong	$53.3M	-$20.6M	2	11.72%	Reduced
1537	Broad Run Investment Management Arlington, Virginia	$52.7M	-$1.79M	2	3.51%	Reduced
1538	Value Partners Investments Winnipeg, Manitoba, Canada	$52.7M	-$8.94M	3	4.57%	Reduced
1539	Polaris Capital Management Boston, Massachusetts	$52.6M	-$3.06M	1	1.73%	Reduced
1540	Matthew Goff Investment Advisor Houston, Texas	$52.6M	-$1.64M	5	14.83%	Reduced
1541	Vestmark Advisory Solutions Wakefield, Massachusetts	$52.4M	+$4.81M	14	4.64%	Increased
1542	GJCM Grand Jean Capital Management San Francisco, California	$52.3M	-$225K	5	13.83%	Reduced
1543	Synergy Asset Management Vancouver, Washington	$52.3M	+$4.06M	5	15.65%	Increased
1544	MGM Miura Global Management New York	$52.2M	+$10.5M	2	9.32%	Increased
1545	PTB Pioneer Trust Bank Salem, Oregon	$52.1M	-$359K	5	14.9%	Reduced
1546	Guardian Capital (Canada) Toronto, Ontario, Canada	$52.1M	+$1.08M	4	0.87%	Increased
1547	LCH Lee Capital Holdings New York	$52M	+$5.72M	5	23%	Increased
1548	Rossmore Private Capital Glastonbury, Connecticut	$52M	+$1.23M	6	9.75%	Increased
1549	Resources Management Corp West Hartford, Connecticut	$52M	-$752K	8	7.86%	Reduced
1550	Alexandria Capital Arlington, Virginia	$51.9M	-$2.98M	8	5.24%	Reduced