← 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	Matthew Goff Investment Advisor Houston, Texas	$68.2M	-$407K	5	12.99%	Reduced
1677	Davis Rea Toronto, Ontario, Canada	$68.1M	+$4.06M	5	29.64%	Increased
1678	Stockman Wealth Management Billings, Montana	$68M	+$1.6M	6	10.57%	Increased
1679	Greenoaks Capital Partners Orinda, California	$68M	$0	2	3.65%	Maintained
1680	Solidarity Wealth Lehi, Utah	$67.9M	+$9.6M	4	18.4%	Increased
1681	Intrust Bank Wichita, Kansas	$67.8M	-$463K	6	6.78%	Reduced
1682	Analyst IMS Investment Management Services Tel-Aviv, Israel	$67.8M	+$5.63M	7	2.6%	Increased
1683	D.L. Carlson Investment Group Concord, New Hampshire	$67.6M	-$2.09M	6	12.23%	Reduced
1684	Point72 Asia (Singapore) Singapore	$67.5M	+$64.3M	7	12.69%	Increased
1685	Steigerwald Gordon & Koch Leesburg, Virginia	$67.5M	+$758K	6	7.35%	Increased
1686	JLB & Associates Plymouth, Michigan	$67.4M	+$662K	3	8.68%	Increased
1687	Trivium Point Advisory Westport, Connecticut	$67.3M	-$167K	7	9.38%	Reduced
1688	Cheviot Value Management Beverly Hills, California	$67.2M	-$3.92M	5	12.67%	Reduced
1689	Prosperity Consulting Group Owings Mills, Maryland	$67.2M	+$28.4M	6	5.24%	Increased
1690	IMC Chicago Chicago, Illinois	$67.1M	-$65.2M	7	0.04%	Reduced
1691	Altrafin AG Zurich,	$67.1M	+$3.54M	4	24.17%	Increased
1692	RFG Advisory Birmingham, Alabama	$67M	+$185K	10	2.04%	Increased
1693	Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$67M	+$660K	6	24.06%	Increased
1694	Gemsstock Ltd London, United Kingdom	$66.9M	-$24M	3	32.38%	Reduced
1695	Blackstone Inc New York	$66.8M	-$5.61M	2	0.29%	Reduced
1696	John G. Ullman & Associates Corning, New York	$66.8M	+$2.64M	8	9.61%	Increased
1697	Princeton Capital Management Red Bank, New Jersey	$66.8M	-$398K	6	21.04%	Reduced
1698	WM WS Management Jacksonville, Florida	$66.7M	$0	2	4.66%	Maintained
1699	Willis Investment Counsel Gainesville, Georgia	$66.6M	-$4.05M	4	4.32%	Reduced
1700	Toth Financial Advisory Leesburg, Virginia	$66.5M	-$2.3M	13	7.86%	Reduced