← 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
1751	Horizon Kinetics New York	$18.7M	-$1.63M	7	0.55%	Reduced
1752	Prospector Partners Guilford, Connecticut	$18.7M	-$375K	1	2.73%	Reduced
1753	Tompkins Financial Ithaca, New York	$18.7M	+$269K	8	4.19%	Increased
1754	Bellecapital Zurich, Switzerland	$18.7M	-$1.77M	6	17.49%	Reduced
1755	Comerica Securities Detroit, Michigan	$18.7M	+$331K	9	2.34%	Increased
1756	Affinity Investment Advisors Newport Beach, California	$18.7M	-$1.68M	4	2.18%	Reduced
1757	Timber Hill Greenwich, Connecticut	$18.6M	-$21.7M	7	2.84%	Reduced
1758	Stevens Capital Management Radnor, Pennsylvania	$18.6M	-$47M	4	0.71%	Reduced
1759	Exencial Wealth Advisors Oklahoma City, Oklahoma	$18.6M	+$3.14M	4	5.52%	Increased
1760	GHP Investment Advisors Denver, Colorado	$18.5M	+$123K	6	2.63%	Increased
1761	TCM Tradition Capital Management Summit, New Jersey	$18.5M	+$1.09M	5	5.29%	Increased
1762	TCI Wealth Advisors Tucson, Arizona	$18.4M	-$434K	11	8.54%	Reduced
1763	Spark Investment Management New York	$18.4M	-$20M	7	1.17%	Reduced
1764	Bath Savings Trust Bath, Maine	$18.3M	-$150K	6	4.58%	Reduced
1765	ECM EagleClaw Capital Management Boston, Massachusetts	$18.3M	-$903K	6	9.26%	Reduced
1766	Mount Yale Investment Advisors Denver, Colorado	$18.3M	+$18.9M	13	3.92%	New
1767	Penobscot Investment Management Boston, Massachusetts	$18.2M	+$3.69M	6	4.37%	Increased
1768	Lincoln Capital Lincoln, Nebraska	$18.2M	+$595K	5	9.84%	Increased
1769	AC Apertura Capital Dallas, Texas	$18.2M	+$1M	2	7.22%	Increased
1770	RWA Wealth Partners Newton, Massachusetts	$18.2M	-$6.97M	12	2.34%	Reduced
1771	Savant Capital Rockford, Illinois	$18.2M	+$822K	9	3.83%	Increased
1772	Noesis Capital Mangement Boca Raton, Florida	$18.1M	-$418K	4	6.71%	Reduced
1773	Covenant Asset Management Chester, New Jersey	$18.1M	+$1.24M	5	10.45%	Increased
1774	Steel Grove Capital Advisors Memphis, Tennessee	$18M	+$3.85M	9	2.83%	Increased
1775	Morris Capital Advisors Malvern, Pennsylvania	$18M	-$803K	4	11.93%	Reduced