← 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	Whetstone Capital Advisors Shawnee Mission, Kansas	$59.6M	-$3.14M	5	32.99%	Reduced
1552	Empyrean Capital Partners Los Angeles, California	$59.6M	+$16.3M	1	3.68%	Increased
1553	AO Allen Operations New York	$59.5M	$0	3	13.16%	Maintained
1554	Birinyi Associates Westport, Connecticut	$59.5M	-$805K	6	23.74%	Reduced
1555	Capital Investment Counsel Inc Raleigh, North Carolina	$59.4M	-$1.33M	10	11.95%	Reduced
1556	Cheviot Value Management Beverly Hills, California	$59.4M	-$950K	5	13.15%	Reduced
1557	IFP Advisors Tampa, Florida	$59.4M	-$11.7M	32	2.67%	Reduced
1558	CX Institutional Auburn, Indiana	$59.4M	-$17.2M	9	3.27%	Reduced
1559	Flagship Harbor Advisors Boston, Massachusetts	$59.3M	-$135K	7	4.93%	Reduced
1560	BIT Capital Berlin, Germany	$59.2M	+$156K	4	6.93%	Increased
1561	Chicago Partners Investment Group Chicago, Illinois	$59.2M	+$1.56M	8	3.19%	Increased
1562	WMS Partners Towson, Maryland	$59.1M	-$2.09M	7	4.67%	Reduced
1563	Capco Asset Management Tampa, Florida	$59.1M	+$50.6K	2	15.32%	Increased
1564	Keywise Capital Management (HK) Hong Kong	$59M	-$38.7M	2	9.78%	Reduced
1565	L & S Advisors Los Angeles, California	$58.8M	-$7.08M	9	8.45%	Reduced
1566	Smithfield Trust Pittsburgh, Pennsylvania	$58.5M	+$826K	15	3.6%	Increased
1567	Rothschild Capital Partners New York	$58.5M	$0	4	22.89%	Maintained
1568	Ally Financial Detroit, Michigan	$58.5M	-$8.01M	4	8.6%	Reduced
1569	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$58.5M	-$871K	5	14.99%	Reduced
1570	Sand Hill Global Advisors Palo Alto, California	$58.2M	-$1.13M	6	3.21%	Reduced
1571	K.J. Harrison & Partners Toronto, Ontario, Canada	$58.2M	-$5.77M	4	13.12%	Reduced
1572	KFS Kurt F. Somerville	$58.1M	+$1.02M	6	11.67%	Increased
1573	Verdence Capital Advisors Hunt Valley, Maryland	$58M	+$7.93M	8	6.29%	Increased
1574	IMC Chicago Chicago, Illinois	$58M	+$353K	7	0.05%	Increased
1575	CANC Culbertson A N & Co Charlottesville, Virginia	$57.9M	-$89.2K	6	11.61%	Reduced