← 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	Quinn Opportunity Partners Charlottesville, Virginia	$112M	+$35.6M	10	4.73%	Increased
1552	CCPM Cooper Creek Partners Management New York	$112M	+$3.45M	6	5.06%	Increased
1553	CRB Chad R. Baker	$112M	-$3.5M	6	20.01%	Reduced
1554	First Nebraska Trust Lincoln, Nebraska	$111M	+$5.85M	7	10.17%	Increased
1555	Analyst IMS Investment Management Services Tel-Aviv, Israel	$111M	+$18.9M	7	3.24%	Increased
1556	Stansberry Asset Management Westlake, Texas	$111M	+$1.86M	6	11.23%	Increased
1557	Zuckerman Investment Group Chicago, Illinois	$111M	-$2.08M	7	9.87%	Reduced
1558	Blue Trust Inc Alpharetta, Georgia	$111M	-$505K	24	1.25%	Reduced
1559	Stack Financial Management Whitefish, Montana	$111M	-$1.44M	3	8.43%	Reduced
1560	Dillon & Associates Jackson, Michigan	$111M	-$163K	4	14.27%	Reduced
1561	Parcion Private Wealth Bellevue, Washington	$110M	+$136K	12	6.72%	Increased
1562	Sepio Capital Salt Lake City, Utah	$110M	+$6.13M	9	6.03%	Increased
1563	Burling Wealth Partners Chicago, Illinois	$110M	+$5.23M	7	17.1%	Increased
1564	Flagship Harbor Advisors Boston, Massachusetts	$110M	-$22M	24	5.19%	Reduced
1565	No Street GP LP San Francisco, California	$110M	-$7.59M	1	7.4%	Reduced
1566	HA Harbor Advisors West Palm Beach, Florida	$110M	+$878K	10	16.5%	Increased
1567	Columbia Asset Management Ann Arbor, Michigan	$110M	-$3.86M	6	19.52%	Reduced
1568	3G Capital Partners New York	$110M	+$60.5M	4	25.83%	Increased
1569	Qtron Investments Boston, Massachusetts	$109M	-$11M	14	14.23%	Reduced
1570	Ithaka Group Arlington, Virginia	$109M	+$1.34M	5	19.5%	Increased
1571	Aviance Capital Partners Naples, Florida	$109M	+$298K	7	12.61%	Increased
1572	Trivium Point Advisory Westport, Connecticut	$109M	-$2.77M	7	11%	Reduced
1573	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$109M	-$645K	6	11.2%	Reduced
1574	FourThought Financial Partners Venice, Florida	$109M	+$5.2M	10	9.23%	Increased
1575	Cheviot Value Management Beverly Hills, California	$109M	-$1.7M	10	10.69%	Reduced