← 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	Citizens Business Bank Ontario, California	$52.2M	+$598K	6	6.31%	Increased
1702	Bedell Frazier Investment Counselling Walnut Creek, California	$52.1M	+$7.36M	6	13.16%	Increased
1703	Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$52.1M	+$6.14M	4	9.31%	Increased
1704	First Nebraska Trust Lincoln, Nebraska	$52M	+$1.85M	7	6.16%	Increased
1705	Synergy Asset Management Vancouver, Washington	$51.9M	-$5.46M	3	12.5%	Reduced
1706	IAIM International Assets Investment Management Orlando, Florida	$51.7M	-$2.03M	10	9.33%	Reduced
1707	Curi Wealth Management Raleigh, North Carolina	$51.7M	+$1.47M	14	8.95%	Increased
1708	IQ EQ Fund Management Dublin 2, Ireland	$51.7M	-$2.9M	8	8.43%	Reduced
1709	CT Chicago Trust Grayslake, Illinois	$51.6M	+$664K	10	11.07%	Increased
1710	Bornite Capital Management New York	$51.5M	+$13.2M	3	15.71%	Increased
1711	GJCM Grand Jean Capital Management San Francisco, California	$51.5M	-$3.07M	5	14.14%	Reduced
1712	Capco Asset Management Tampa, Florida	$51.4M	+$113K	2	13.27%	Increased
1713	Legacy Private Trust Neenah, Wisconsin	$51.2M	+$7.63M	5	3.98%	Increased
1714	MRCM M&R Capital Management Summit, New Jersey	$51.2M	+$198K	8	10.94%	Increased
1715	Foundry Partners Minneapolis, Minnesota	$51.1M	-$9.6M	6	2.61%	Reduced
1716	Discovery Capital Management South Norwalk, Connecticut	$51.1M	+$23.4M	1	4.38%	Increased
1717	Arcadia Investment Management Kalamazoo, Michigan	$51M	-$1.32M	8	9.63%	Reduced
1718	Balasa Dinverno & Foltz	$50.8M	-$125K	7	3.43%	Reduced
1719	Governors Lane New York	$50.7M	+$17.2M	2	3.67%	Increased
1720	Ironwood Investment Counsel Scottsdale, Arizona	$50.5M	+$309K	6	12.4%	Increased
1721	Kercheville Advisors San Antonio, Texas	$50.5M	-$2.72M	5	23.91%	Reduced
1722	Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$50.4M	-$887K	6	16.55%	Reduced
1723	Centaurus Financial Anaheim, California	$50.3M	+$4.31M	13	3.97%	Increased
1724	Regents of the University of California Oakland, California	$50.3M	$0	1	7.56%	Maintained
1725	Islet Management New York	$50.2M	-$38.5M	3	2.08%	Reduced