← 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
1576	CSNH Crow's Nest Holdings Richmond, Virginia	$93M	-$4.06M	2	21.75%	Reduced
1577	Wedgewood Partners St Louis, Missouri	$92.9M	+$5.09M	3	19.19%	Increased
1578	Foster & Motley Cincinnati, Ohio	$92.7M	+$2.02M	8	4.78%	Increased
1579	Pacific Sage Partners Edmonds, Washington	$92.7M	+$264K	6	14.58%	Increased
1580	Golden State Equity Partners South Coast Metro, California	$92.6M	+$44.1M	22	7%	Increased
1581	CFM Wealth Partners Austin, Texas	$92.6M	+$132K	6	13.87%	Increased
1582	Progressive Investment Management Lake Oswego, Oregon	$92.3M	-$43.5K	6	24.37%	Reduced
1583	Optas LLC Austin, Texas	$92.3M	-$1.27M	10	13.97%	Reduced
1584	Adapt Investment Managers Geneva, Switzerland	$92M	+$15.5M	4	1.22%	Increased
1585	M37 Management Menlo Park, California	$92M	+$80M	3	36.65%	Increased
1586	CCM Cohen Capital Management Corte Madera, California	$91.9M	+$1.81M	7	14.26%	Increased
1587	Pure Financial Advisors San Diego, California	$91.8M	+$7.18M	7	1.32%	Increased
1588	Trust Asset Management Houston, Texas	$91.5M	-$15.7K	7	6.56%	Reduced
1589	Icon Wealth Advisors Houston, Texas	$91.5M	-$19.7M	6	5.94%	Reduced
1590	Forum Financial Management Lombard, Illinois	$91.4M	-$68.8M	10	1.29%	Reduced
1591	BI BBFIT Investments Singapore,	$91.4M	$0	1	10.86%	Maintained
1592	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$91.4M	+$97M	9	3.43%	Increased
1593	Qtron Investments Boston, Massachusetts	$91.3M	-$1.88M	13	12.38%	Reduced
1594	Ramsay Stattman Vela & Price Colorado Springs, Colorado	$91M	-$6.34M	4	17.98%	Reduced
1595	Kentucky Retirement Systems Frankfort, Kentucky	$91M	-$232M	8	6.66%	Reduced
1596	Lighthouse Investment Partners Palm Beach Gardens, Florida	$90.9M	-$14.1M	10	3.16%	Reduced
1597	Lingotto Investment Management London, United Kingdom	$90.9M	+$4.66M	5	1.79%	Increased
1598	Headlands Technologies Chicago, Illinois	$90.9M	+$34.1M	11	10.35%	Increased
1599	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$90.8M	-$1.71M	6	16.13%	Reduced
1600	Titan Global Capital Management USA New York	$90.7M	+$14.6M	5	13.52%	Increased