← 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	Girard Partners King Of Prussia, Pennsylvania	$49.5M	+$1.32M	5	7.13%	Increased
1602	Shikiar Asset Management New York	$49.3M	-$784K	3	16.64%	Reduced
1603	Mount Yale Investment Advisors Denver, Colorado	$49M	-$362K	9	6.39%	Reduced
1604	North Star Investment Management Chicago, Illinois	$48.9M	+$859K	15	4.61%	Increased
1605	Smithfield Trust Pittsburgh, Pennsylvania	$48.8M	-$709K	14	3.37%	Reduced
1606	Vantage Wealth Pasadena, California	$48.8M	+$119K	4	12.48%	Increased
1607	Vision Capital Management Portland, Oregon	$48.8M	+$184K	4	8.69%	Increased
1608	Novo Holdings A/S Hellerup, Denmark	$48.7M	+$52.8M	1	2.01%	New
1609	United Services Automobile Association San Antonio, Texas	$48.7M	-$18.9M	4	0.89%	Reduced
1610	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$48.6M	+$2.53M	5	7.52%	Increased
1611	WA Winfield Associates Cleveland, Ohio	$48.6M	-$1.5M	6	19.89%	Reduced
1612	Greenwich Wealth Management Greenwich, Connecticut	$48.6M	+$391K	10	3.88%	Increased
1613	CFM Wealth Partners Austin, Texas	$48.4M	+$1.37M	7	14.59%	Increased
1614	Orion Portfolio Solutions Omaha, Nebraska	$48.3M	+$8.81M	8	2.09%	Increased
1615	Addenda Capital Montreal, Quebec, Canada	$48.3M	$0	4	2.47%	Maintained
1616	Marshall Wace Asia Central, Hong Kong	$48.3M	-$128M	3	1.08%	Reduced
1617	Oakworth Capital Birmingham, Alabama	$48.3M	+$1.17M	9	5.49%	Increased
1618	Vancity Investment Management Vancouver, British Columbia, Canada	$48.2M	-$25.8M	3	8.88%	Reduced
1619	Summit Partners Public Asset Management Boston, Massachusetts	$48.2M	-$8.17M	2	2.09%	Reduced
1620	MIG Capital Newport Beach, California	$48.2M	+$50.1M	2	4.75%	New
1621	PCR Potrero Capital Research San Francisco, California	$48M	$0	3	11.49%	Maintained
1622	Hills Bank & Trust North Liberty, Iowa	$48M	-$590K	8	7.79%	Reduced
1623	SIM SW Investment Management Telluride, Colorado	$47.9M	+$10.4M	2	22.44%	Increased
1624	IIA IPG Investment Advisors San Diego, California	$47.7M	+$1.88M	8	9.32%	Increased
1625	Taconic Capital Advisors New York	$47.6M	+$25.6M	1	1.51%	Increased