← 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	BWM Buckley Wealth Management Las Vegas, Nevada	$48.5M	+$2.88M	6	15.61%	Increased
1527	PFG Advisors Phoenix, Arizona	$48.5M	+$1.15M	7	5.48%	Increased
1528	Stansberry Asset Management Westlake, Texas	$48.4M	-$13.9M	4	10.31%	Reduced
1529	Polaris Wealth Advisory Group San Rafael, California	$48.4M	-$971K	5	3.87%	Reduced
1530	AA Auxano Advisors Bellevue, Washington	$48.4M	+$1.43M	6	23.95%	Increased
1531	Griffin Asset Management New York	$48.4M	-$2.47M	6	7.72%	Reduced
1532	Ritholtz Wealth Management New York	$48.3M	+$2.97M	8	3.05%	Increased
1533	CJL Cyrus J. Lawrence New York	$48.3M	-$1.35M	6	13.91%	Reduced
1534	NIM Nicollet Investment Management Minneapolis, Minnesota	$48.2M	+$977K	5	25.98%	Increased
1535	WIS Wright Investors Service Shelton, Connecticut	$48.2M	-$1.93M	8	13.76%	Reduced
1536	NBT Bank Norwich, New York	$48.1M	+$411K	6	7.36%	Increased
1537	WA Wealth Advisors Rancho Santa Fe, California	$48.1M	-$5.38M	4	23.37%	Reduced
1538	TAM Telemark Asset Management Boston, Massachusetts	$48.1M	-$50M	3	8.14%	Reduced
1539	Mane Global Capital Management New York	$48.1M	-$44.9M	1	7.85%	Reduced
1540	M.D. Sass LLC New York	$48M	+$7.73M	3	9.08%	Increased
1541	Anchor Investment Management Columbia, South Carolina	$47.9M	+$140K	20	6.96%	Increased
1542	Thompson Investment Management Madison, Wisconsin	$47.9M	+$1.75M	6	8.33%	Increased
1543	PCC Perry Creek Capital New York	$47.8M	$0	1	11%	Maintained
1544	Sand Hill Global Advisors Palo Alto, California	$47.8M	+$59.7K	6	2.72%	Increased
1545	FC Fulcrum Capital Seattle, Washington	$47.7M	+$3.45M	4	14.98%	Increased
1546	Miller Howard Investments Kingston, New York	$47.6M	+$782K	1	1.84%	Increased
1547	CU CDAM (UK) London, United Kingdom	$47.6M	$0	1	7.12%	Maintained
1548	Symmetry Partners Glastonbury, Connecticut	$47.5M	-$5.92M	9	3.2%	Reduced
1549	Greenwood Capital Associates Greenwood, South Carolina	$47.5M	+$49.3M	5	7.61%	Increased
1550	Think Investments San Francisco, California	$47.5M	-$1.6M	3	13.85%	Reduced