← 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	Ironwood Investment Counsel Scottsdale, Arizona	$91.4M	+$32.5M	7	13.33%	Increased
1677	TCV Trust & Wealth Management Richmond, Virginia	$91.4M	-$244K	6	7.66%	Reduced
1678	Wedgewood Partners St Louis, Missouri	$91.4M	+$2.57M	2	16.68%	Increased
1679	AC AMS Capital Sao Paulo, Brazil	$91.3M	+$12M	2	37.33%	Increased
1680	KFS Kurt F. Somerville	$91.2M	-$2.94M	6	15.07%	Reduced
1681	Claar Advisors New York	$91.2M	-$4.73M	4	26.99%	Reduced
1682	Bellecapital Zurich, Switzerland	$91.1M	-$141K	7	14.71%	Reduced
1683	Weiss Asset Management Boston, Massachusetts	$90.9M	+$45.9M	7	1.05%	Increased
1684	Mirabaud & Cie Geneva, Switzerland	$90.9M	-$1.75M	4	28.89%	Reduced
1685	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$90.8M	-$142K	5	8.44%	Reduced
1686	Angeles Wealth Management Santa Monica, California	$90.7M	+$6.24M	8	5.56%	Increased
1687	Goelzer Investment Management Carmel, Indiana	$90.6M	-$632K	6	4.8%	Reduced
1688	SC Saybrook Capital Winston Salem, North Carolina	$90.5M	-$308K	3	23.65%	Reduced
1689	Checchi Capital Advisers Beverly Hills, California	$90.5M	-$9.15M	10	4.7%	Reduced
1690	Accredited Investors Edina, Minnesota	$90.5M	+$589K	7	5.05%	Increased
1691	Avior Wealth Management Omaha, Nebraska	$90.5M	-$2.54M	10	2.91%	Reduced
1692	Davis Rea Toronto, Ontario, Canada	$90.4M	-$7.79M	5	21.93%	Reduced
1693	TAM Telemark Asset Management Boston, Massachusetts	$90.3M	+$24M	5	8.57%	Increased
1694	Nicollet Investment Management Minneapolis, Minnesota	$90M	-$3.34M	6	29.36%	Reduced
1695	Holderness Investments Company Greensboro, North Carolina	$90M	-$765K	6	18.37%	Reduced
1696	Broadleaf Partners Hudson, Ohio	$89.9M	+$752K	6	18.75%	Increased
1697	Bourgeon Capital Management Darien, Connecticut	$89.9M	-$1.67M	6	16.23%	Reduced
1698	GLOBALT Investments Atlanta, Georgia	$89.9M	+$1.37M	8	3.28%	Increased
1699	Symmetry Investments St Helier, Jersey	$89.9M	+$25.4M	7	4.31%	Increased
1700	L1 Capital International Sydney NSW 2000, Australia	$89.8M	+$997K	3	18.75%	Increased