← 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	Dynamic Advisor Solutions Phoenix, Arizona	$43.8M	-$7.04M	13	4.06%	Reduced
1702	Ceredex Value Advisors Orlando, Florida	$43.7M	-$10.7M	1	0.51%	Reduced
1703	Gratus Capital Atlanta, Georgia	$43.6M	-$21.1M	5	5.24%	Reduced
1704	CRA Financial Services Northfield, New Jersey	$43.6M	+$260K	6	16.88%	Increased
1705	Lincoln Capital Lincoln, Nebraska	$43.6M	-$224K	4	13.61%	Reduced
1706	Pine Ridge Advisers New York	$43.5M	-$1.15M	3	17.07%	Reduced
1707	PFG Advisors Phoenix, Arizona	$43.5M	+$19M	8	5.57%	Increased
1708	Empirical Finance Havertown, Pennsylvania	$43.4M	$0	8	7.63%	Maintained
1709	Symmetry Investments St Helier, Jersey	$43.4M	+$25.8M	4	10.47%	Increased
1710	Ballentine Partners Waltham, Massachusetts	$43.4M	+$431K	10	1.61%	Increased
1711	Paradice Investment Management Denver, Colorado	$43.3M	+$9.44M	3	2.08%	Increased
1712	Thomas White International Chicago, Illinois	$43.2M	-$2.91M	6	6.43%	Reduced
1713	Sycomore Asset Management Paris, France	$43.1M	-$16.4M	6	8.36%	Reduced
1714	Wright Investors Service Shelton, Connecticut	$43.1M	+$2.65M	6	13.06%	Increased
1715	Perpetual Investment Management Sydney, Australia	$43.1M	+$251K	8	7.16%	Increased
1716	Pekin Hardy Strauss Chicago, Illinois	$43M	-$6.87M	7	6.79%	Reduced
1717	Greenlea Lane Capital Management Weston, Connecticut	$43M	-$6.71M	2	18.02%	Reduced
1718	Greenlea Lane Capital Partners New York	$43M	+$42.6M	2	18.02%	New
1719	Renaissance Investment Group Lenox, Massachusetts	$42.9M	+$37.4K	5	11.83%	Increased
1720	Stonebridge Capital Management Los Angeles, California	$42.9M	-$578K	6	16.37%	Reduced
1721	Ocean Arete Hong Kong	$42.7M	+$46.3M	1	39.73%	New
1722	Polar Asset Management Partners Toronto, Ontario, Canada	$42.7M	-$68.8M	5	0.42%	Reduced
1723	Arcadia Investment Management Kalamazoo, Michigan	$42.6M	-$304K	9	8.53%	Reduced
1724	Capital Investment Counsel Inc Raleigh, North Carolina	$42.6M	+$3.75M	11	11.38%	Increased
1725	Private Trust Company Cleveland, Ohio	$42.5M	-$755K	6	6.91%	Reduced