← 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
1601	AWCI Alpine Woods Capital Investors Purchase, New York	$25M	-$31.9M	4	5.45%	Reduced
1602	WIM Wittenberg Investment Management Carlisle, Massachusetts	$25M	-$326K	3	10.55%	Reduced
1603	PIM Progressive Investment Management Lake Oswego, Oregon	$24.9M	-$89K	5	16.06%	Reduced
1604	Alta Park Capital San Francisco, California	$24.9M	+$3.53M	4	9.48%	Increased
1605	Rand Wealth Baltimore, Maryland	$24.8M	-$640K	8	2.77%	Reduced
1606	Whitney & Co Rochester, New York	$24.8M	+$733K	9	6.63%	Increased
1607	TCCM Timber Creek Capital Management Boston, Massachusetts	$24.8M	-$497K	6	16.15%	Reduced
1608	JAM JCIC Asset Management Toronto, Ontario, Canada	$24.8M	-$2.48M	4	8.39%	Reduced
1609	Vigilant Capital Management Portland, Maine	$24.7M	+$135K	10	3.57%	Increased
1610	TCV Trust & Wealth Management Richmond, Virginia	$24.6M	+$25.1K	6	3.45%	Increased
1611	CIC Canal Insurance Company Greenville, South Carolina	$24.6M	$0	2	8.13%	Maintained
1612	Nicholas Investment Partners Rancho Santa Fe, California	$24.6M	+$5.74M	6	1.73%	Increased
1613	WEC Winslow Evans & Crocker Boston, Massachusetts	$24.6M	-$488K	18	7.7%	Reduced
1614	Auxier Asset Management Aurora, Oregon	$24.5M	+$2.24M	6	4.91%	Increased
1615	SSI Scott & Selber Inc Houston, Texas	$24.5M	+$34.4K	5	13.16%	Increased
1616	Verity & Verity Beaufort, South Carolina	$24.5M	-$1.11M	4	6.36%	Reduced
1617	Catalyst Capital Advisors Huntington, New York	$24.4M	-$14.3M	10	0.86%	Reduced
1618	Private Trust Company Cleveland, Ohio	$24.3M	-$134K	6	5.27%	Reduced
1619	Lombard Odier Asset Management (USA) New York	$24.2M	-$17.1M	4	1.58%	Reduced
1620	RKL Wealth Management Lancaster, Pennsylvania	$24.2M	-$800K	5	5.47%	Reduced
1621	CCM Cadence Capital Management Boston, Massachusetts	$24.1M	-$8.86M	12	1.43%	Reduced
1622	Duff & Phelps Investment Management Chicago, Illinois	$24.1M	-$1.16M	6	0.36%	Reduced
1623	SC Saybrook Capital Winston Salem, North Carolina	$24.1M	+$1.11M	2	11.03%	Increased
1624	Private Capital Advisors Darien, Connecticut	$24M	+$7.01M	6	7.52%	Increased
1625	K.J. Harrison & Partners Toronto, Ontario, Canada	$24M	+$2.02M	5	6.92%	Increased