← 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	Lourd Capital Beverly Hills, California	$19M	+$3.17M	6	1.24%	Increased
1702	Capital Planning Advisors Roseville, California	$19M	+$928K	5	6.69%	Increased
1703	Aubrey Capital Management Edinburgh, United Kingdom	$19M	+$21.4M	3	16.16%	New
1704	Affinity Investment Advisors Newport Beach, California	$19M	-$337K	5	2.16%	Reduced
1705	Bellecapital Zurich, Switzerland	$19M	+$2.07M	6	15.36%	Increased
1706	Evanson Asset Management Carmel, California	$19M	+$140K	6	3.85%	Increased
1707	NewEdge Advisors New Orleans, Louisiana	$19M	+$906K	8	2.57%	Increased
1708	CBT Central Bank & Trust Lexington, Kentucky	$19M	-$785K	7	4.57%	Reduced
1709	Argyle Capital Management Center Valley, Pennsylvania	$18.9M	-$106K	5	7.1%	Reduced
1710	Bodenholm Capital Stockholm, Sweden	$18.9M	+$19.2M	1	9.19%	New
1711	North Star Investment Management Chicago, Illinois	$18.9M	+$284K	12	2.3%	Increased
1712	Beaumont Financial Advisors Needham, Massachusetts	$18.9M	+$398K	6	2.21%	Increased
1713	W.R. Berkley Corp Greenwich, Connecticut	$18.8M	+$9.43M	2	2.01%	Increased
1714	Abbrea Capital Greenbrae, California	$18.8M	+$134K	7	6.4%	Increased
1715	Institute for Wealth Management Denver, Colorado	$18.8M	+$9.6M	6	4.33%	Increased
1716	Analyst IMS Investment Management Services Tel-Aviv, Israel	$18.7M	+$148K	8	5.71%	Increased
1717	Schnieders Capital Management Pasadena, California	$18.7M	+$805K	7	7.72%	Increased
1718	MJP Michael J. Puzo	$18.6M	+$3.65M	3	7.66%	Increased
1719	Spinnaker Trust Portland, Maine	$18.6M	-$77.1K	6	2.16%	Reduced
1720	Montgomery Investment Management Rockville, Maryland	$18.6M	-$5.16K	4	7.53%	Reduced
1721	Lathrop Investment Management Little Rock, Arkansas	$18.5M	-$785K	1	5.1%	Reduced
1722	BB&T Investment Services Charlotte, North Carolina	$18.5M	+$3.3M	14	3.11%	Increased
1723	Noesis Capital Mangement Boca Raton, Florida	$18.5M	+$2.61K	6	6.66%	Increased
1724	SWK Stephen W. Kidder	$18.5M	-$842K	5	6.63%	Reduced
1725	GCM Grisanti Capital Management New York	$18.5M	+$8.37M	4	7.59%	Increased