← 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	Ivy Lane Capital Management Winter Park, Florida	$40.3M	$0	2	34.72%	Maintained
1777	CCM CAAS Capital Management New York	$40.2M	-$18.3M	9	0.44%	Reduced
1778	Prime Capital Investment Advisors Overland Park, Kansas	$40.2M	+$209K	9	2.9%	Increased
1779	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$40.1M	+$11.4M	5	1.81%	Increased
1780	JAMH Junson Asset Management (HK) Hong Kong	$40.1M	+$17.4M	3	16.74%	Increased
1781	CCM Compton Capital Management Providence, Rhode Island	$40.1M	+$318K	8	12.58%	Increased
1782	TCM Trybe Capital Management Greenwich, Connecticut	$40M	+$8.36M	3	30.92%	Increased
1783	Foster Dykema Cabot & Co Waltham, Massachusetts	$40M	-$92K	5	5.41%	Reduced
1784	Wisconsin Capital Management Madison, Wisconsin	$40M	+$3.29M	5	16.51%	Increased
1785	Family Management New York	$40M	+$1.8M	7	12.56%	Increased
1786	Trustmark National Bank Trust Department Jackson, Mississippi	$40M	+$2.61M	6	3.33%	Increased
1787	Edge Capital Group Atlanta, Georgia	$39.9M	-$14.5M	8	3.34%	Reduced
1788	Glenview State Bank Trust Department Glenview, Illinois	$39.9M	+$53K	6	12.94%	Increased
1789	SPC Stony Point Capital New York	$39.9M	+$18.5M	3	12.81%	Increased
1790	Sprucegrove Investment Management Toronto, Ontario, Canada	$39.9M	-$9.9M	1	0.98%	Reduced
1791	Virtu Financial New York	$39.8M	+$12.1M	17	2.82%	Increased
1792	Anchor Capital Advisors Boston, Massachusetts	$39.8M	+$1.73M	5	0.84%	Increased
1793	ARMC American Research & Management Company Marion, Massachusetts	$39.8M	-$331K	7	9.59%	Reduced
1794	SM SG3 Management Dorado, Puerto Rico	$39.7M	-$282M	8	0.99%	Reduced
1795	Telos Capital Management San Diego, California	$39.7M	-$348K	7	5.7%	Reduced
1796	Hedeker Wealth Lincolnshire, Illinois	$39.6M	+$260K	5	13.91%	Increased
1797	Maytus Capital Management New York	$39.6M	+$18.2M	3	13.22%	Increased
1798	M MOTCO San Antonio, Texas	$39.5M	-$732K	7	2.79%	Reduced
1799	Ironwood Investment Counsel Scottsdale, Arizona	$39.5M	-$11.4M	7	11.34%	Reduced
1800	Ashford Capital Management Wilmington, Delaware	$39.5M	+$564K	5	3.69%	Increased