← 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
1701	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$11.8M	+$276K	4	8.78%	Increased
1702	LVM Capital Management Portage, Michigan	$11.8M	+$640K	4	3.81%	Increased
1703	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$11.8M	$0	2	7.96%	Maintained
1704	Novare Capital Management Charlotte, North Carolina	$11.8M	-$123K	2	3.09%	Reduced
1705	Penobscot Investment Management Boston, Massachusetts	$11.8M	-$75K	6	4.15%	Reduced
1706	AIM Arcadia Investment Management Kalamazoo, Michigan	$11.8M	-$192K	7	3.92%	Reduced
1707	Evergreen Capital Management Bellevue, Washington	$11.8M	-$76.3K	4	2.32%	Reduced
1708	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$11.7M	+$114K	2	11.22%	Increased
1709	Dillon & Associates Jackson, Michigan	$11.7M	-$185K	4	5.42%	Reduced
1710	PAM Paradigm Asset Management New York	$11.7M	-$11.9M	5	2.05%	Reduced
1711	AIA AIMZ Investment Advisors Los Altos, California	$11.7M	-$84.6K	6	10.48%	Reduced
1712	Leuthold Group Minneapolis, Minnesota	$11.7M	+$552K	4	1.23%	Increased
1713	SCA Snowden Capital Advisors New York	$11.7M	+$2.71M	6	3.17%	Increased
1714	PDT Partners New York	$11.7M	+$2.19M	2	0.68%	Increased
1715	Vident Investment Advisory Alpharetta, Georgia	$11.7M	+$102K	5	1.55%	Increased
1716	Oakworth Capital Birmingham, Alabama	$11.7M	+$257K	11	4.04%	Increased
1717	Scion Asset Management Saratoga, California	$11.7M	$0	1	32.95%	Maintained
1718	PFS Physicians Financial Services Raleigh, North Carolina	$11.6M	+$562K	8	9.7%	Increased
1719	Jasper Ridge Partners Menlo Park, California	$11.6M	+$429K	3	0.73%	Increased
1720	ASI All-Stars Investment Hong Kong	$11.6M	$0	1	8.89%	Maintained
1721	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$11.6M	-$131K	4	11.39%	Reduced
1722	MVP Miller Value Partners Sarasota, Florida	$11.6M	-$17.2M	1	0.47%	Reduced
1723	GCM Gabalex Capital Management New York	$11.5M	-$2.82M	1	4.03%	Reduced
1724	MJP Michael J. Puzo	$11.5M	+$1.35M	3	6.64%	Increased
1725	Northeast Financial Consultants Westport, Connecticut	$11.5M	+$2.27M	5	4.86%	Increased