← 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
1676	Nelson Capital Management Menlo Park, California	$52.8M	-$11.5M	5	10.69%	Reduced
1677	Edge Wealth Management New York	$52.7M	+$239K	9	10.73%	Increased
1678	Payden & Rygel Los Angeles, California	$52.7M	+$682K	5	2.51%	Increased
1679	Intrust Bank Wichita, Kansas	$52.6M	-$575K	9	7.1%	Reduced
1680	Cheviot Value Management Beverly Hills, California	$52.6M	+$8.6M	5	12.92%	Increased
1681	MGO One Seven Beachwood, Ohio	$52.4M	+$4.93M	11	7.33%	Increased
1682	Robertson Stephens Wealth Management San Francisco, California	$52.4M	-$674K	8	6.3%	Reduced
1683	Pacifica Capital Investments Leander, Texas	$52.3M	+$21.5M	2	17.1%	Increased
1684	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$52.3M	+$5.72M	6	2.12%	Increased
1685	Cota Capital Management San Francisco, California	$52.3M	$0	1	9.07%	Maintained
1686	Chiron Investment Management New York	$51.9M	+$49.8M	3	6.26%	New
1687	LaFleur & Godfrey Grand Rapids, Michigan	$51.8M	+$13.9M	7	7.42%	Increased
1688	Hilltop Holdings Dallas, Texas	$51.8M	+$1.71M	8	5.84%	Increased
1689	ThornTree Capital Partners Boston, Massachusetts	$51.7M	-$7.88M	2	6.98%	Reduced
1690	Checchi Capital Advisers Beverly Hills, California	$51.7M	-$1.26M	11	5.09%	Reduced
1691	Voleon Capital Management Berkeley, California	$51.6M	+$49.9M	1	22.53%	New
1692	TCM Trybe Capital Management Greenwich, Connecticut	$51.6M	+$5.24M	3	31.47%	Increased
1693	Signature Estate & Investment Advisors Los Angeles, California	$51.5M	+$2.06M	5	2.31%	Increased
1694	Capital Analysts LLC Fort Washington, Pennsylvania	$51.5M	-$6.25M	12	3.46%	Reduced
1695	Marino Stram & Associates Braintree, Massachusetts	$51.2M	+$38.7M	9	13.36%	Increased
1696	YorkBridge Wealth Partners New York	$51.2M	-$1.82M	9	13.36%	Reduced
1697	Maytus Capital Management New York	$51M	+$5.02M	6	16.26%	Increased
1698	Crossvault Capital Management San Antonio, Texas	$51M	+$4.06M	5	15.56%	Increased
1699	Fulcrum Capital Seattle, Washington	$51M	+$2.7M	4	12.79%	Increased
1700	Cinctive Capital Management New York	$51M	-$2.03M	7	2.38%	Reduced