← 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
1551	CCM Cohen Capital Management Corte Madera, California	$29.4M	+$88	6	6.62%	Increased
1552	CCM Crossvault Capital Management San Antonio, Texas	$29.2M	-$3.37M	4	15.07%	Reduced
1553	Zuckerman Investment Group Chicago, Illinois	$29.2M	-$1.44M	2	6.35%	Reduced
1554	Catalyst Capital Advisors Huntington, New York	$29.1M	+$2.52M	10	0.95%	Increased
1555	Verdence Capital Advisors Hunt Valley, Maryland	$29.1M	-$5.75M	7	7.21%	Reduced
1556	UM Ulysses Management New York	$29M	$0	1	2.28%	Maintained
1557	CCM Cadence Capital Management Boston, Massachusetts	$29M	+$2.16M	12	1.57%	Increased
1558	Community Bank Dewitt, New York	$29M	+$961K	9	5.69%	Increased
1559	Laurel Wealth Advisors (California) Solana Beach, California	$29M	+$230K	7	7.1%	Increased
1560	Abbrea Capital Greenbrae, California	$28.9M	+$776K	7	8.53%	Increased
1561	Lyell Wealth Management Menlo Park, California	$28.9M	+$136K	5	9.74%	Increased
1562	PIM Progressive Investment Management Lake Oswego, Oregon	$28.9M	+$453K	5	17.24%	Increased
1563	BP Broadleaf Partners Hudson, Ohio	$28.9M	+$2.85M	4	19.37%	Increased
1564	DBG De Burlo Group Boston, Massachusetts	$28.9M	-$1.09M	3	5.42%	Reduced
1565	TCCM Timber Creek Capital Management Boston, Massachusetts	$28.6M	+$350K	6	18.47%	Increased
1566	Marble Harbor Investment Counsel Boston, Massachusetts	$28.5M	+$78.8K	7	5.07%	Increased
1567	HAM Harber Asset Management Asheville, North Carolina	$28.4M	-$5.02M	4	8.81%	Reduced
1568	Exchange Capital Management Ann Arbor, Michigan	$28.3M	-$621K	6	8.22%	Reduced
1569	IIM Ipswich Investment Management Beverly, Massachusetts	$28.2M	+$12.4M	7	9.55%	Increased
1570	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$28.2M	$0	5	19.42%	Maintained
1571	SC Scholtz & Company Stamford, Connecticut	$28.2M	-$3.5M	3	17.8%	Reduced
1572	Verity & Verity Beaufort, South Carolina	$28.1M	+$314K	4	6.78%	Increased
1573	North Star Investment Management Chicago, Illinois	$28M	-$334K	13	3.14%	Reduced
1574	Saba Capital Management New York	$28M	-$3.67M	4	1.44%	Reduced
1575	TCV Trust & Wealth Management Richmond, Virginia	$27.9M	-$507K	6	3.73%	Reduced