← 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
1776	GA GFS Advisors Houston, Texas	$26M	-$1.61M	6	6.78%	Reduced
1777	American Investment Services Great Barrington, Massachusetts	$25.9M	-$505K	4	7.84%	Reduced
1778	Whitener Capital Management Rocky Mount, North Carolina	$25.9M	+$640K	7	13.46%	Increased
1779	Greenlea Lane Capital Management Weston, Connecticut	$25.9M	-$3.04M	1	12.89%	Reduced
1780	KSCM Kamunting Street Capital Management Miami Beach, Florida	$25.9M	+$5.4M	3	15.84%	Increased
1781	Duality Advisers Miami, Florida	$25.9M	+$6.64M	3	1.55%	Increased
1782	Cypress Asset Management Houston, Texas	$25.9M	-$2.22M	5	8.81%	Reduced
1783	Renaissance Investment Group Lenox, Massachusetts	$25.8M	+$401K	5	9.18%	Increased
1784	ICM Asset Management Spokane, Washington	$25.6M	-$5.99M	1	21.05%	Reduced
1785	Steigerwald Gordon & Koch Leesburg, Virginia	$25.6M	+$1.26M	6	6.01%	Increased
1786	LaFleur & Godfrey Grand Rapids, Michigan	$25.6M	-$641K	3	5.77%	Reduced
1787	SHCM Shelter Haven Capital Management Summit, New Jersey	$25.5M	+$23M	1	12.16%	New
1788	Boenning & Scattergood West Conshohocken, Pennsylvania	$25.4M	+$1.4M	7	6.55%	Increased
1789	KWMG King Wealth Management Group Naples, Florida	$25.4M	+$255K	5	6.72%	Increased
1790	Managed Asset Portfolios Rochester, Michigan	$25.4M	+$39.7K	1	5.31%	Increased
1791	Hikari Tsushin Inc Tokyo, Japan	$25.3M	+$15.4M	1	4.47%	Increased
1792	Connable Office Inc Kalamazoo, Michigan	$25.3M	-$498K	6	4.34%	Reduced
1793	PDT Partners New York	$25.3M	+$4.1M	4	1.56%	Increased
1794	GHP Investment Advisors Denver, Colorado	$25.3M	+$453K	7	2.71%	Increased
1795	Cypress Capital Group Palm Beach, Florida	$25.2M	+$394K	8	4.5%	Increased
1796	MGO One Seven Beachwood, Ohio	$25.1M	+$1.78M	8	6.57%	Increased
1797	Princeton Portfolio Strategies Group Princeton, New Jersey	$25.1M	-$302K	5	5.9%	Reduced
1798	Brasada Capital Management Houston, Texas	$25M	+$121K	4	6.21%	Increased
1799	M.D. Sass LLC New York	$25M	+$1.08M	3	5.92%	Increased
1800	J.W. Cole Advisors Tampa, Florida	$25M	+$23.8M	9	3.15%	New