← 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
1651	Peak Asset Management Louisville, Colorado	$39M	-$1.88M	6	11.64%	Reduced
1652	Jeneq Management New York	$39M	+$2.26M	2	9.71%	Increased
1653	Mengis Capital Management Portland, Oregon	$39M	-$182K	7	10.7%	Reduced
1654	Buckley Wealth Management Las Vegas, Nevada	$39M	-$2.81M	4	17.5%	Reduced
1655	Bell Asset Management Melbourne, Australia	$39M	+$224K	3	9.69%	Increased
1656	Ipswich Investment Management Beverly, Massachusetts	$38.9M	-$693K	7	12.47%	Reduced
1657	Arcadia Investment Management Kalamazoo, Michigan	$38.8M	+$549K	8	8.35%	Increased
1658	Brio Consultants San Francisco, California	$38.7M	-$163K	3	11.68%	Reduced
1659	Alpine Woods Capital Investors Purchase, New York	$38.7M	+$2.09M	9	5.84%	Increased
1660	RNC Capital Management Los Angeles, California	$38.6M	+$1.52M	6	2.74%	Increased
1661	Garde Capital Seattle, Washington	$38.6M	+$434K	7	5.81%	Increased
1662	Whitener Capital Management Rocky Mount, North Carolina	$38.6M	+$518K	8	18.57%	Increased
1663	Teewinot Capital Advisers New York	$38.4M	+$3.87M	4	16.2%	Increased
1664	Nicholas Hoffman & Company Atlanta, Georgia	$38.4M	+$45.7K	7	10.15%	Increased
1665	GJCM Grand Jean Capital Management San Francisco, California	$38.3M	-$7.02M	4	14.7%	Reduced
1666	SlateStone Wealth Jupiter, Florida	$38.3M	-$593K	7	8.26%	Reduced
1667	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$38.2M	$0	3	0.4%	Maintained
1668	SC Saybrook Capital Winston Salem, North Carolina	$38.1M	+$288K	4	13.7%	Increased
1669	Governors Lane New York	$38.1M	+$12.3M	1	3.43%	Increased
1670	Armistice Capital New York	$38M	-$2.2M	2	1.38%	Reduced
1671	Stonebridge Capital Management Los Angeles, California	$37.9M	+$1.98M	6	17.51%	Increased
1672	Comerica Securities Detroit, Michigan	$37.9M	-$3.89M	11	3.39%	Reduced
1673	HCM Harspring Capital Management New York	$37.8M	-$27.5M	2	10.51%	Reduced
1674	Bingham Osborn & Scarborough San Francisco, California	$37.8M	-$446K	7	2.85%	Reduced
1675	Hilltop Holdings Dallas, Texas	$37.8M	+$2.94M	7	6.41%	Increased